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MindCanvas: Reimagining online
          research


         Rashmi Sinha
           Uzanto
            www.uzanto.com
         www.themindcanvas.com
                                 1
Duct-tape research!
(in the trenches - Information Architecture
           Redesign of eBay.com)


                                              2
Background to IA redesign
 • eBay.com has grown in organic fashion –
   inconsistent, fractured user experience
   – Separate design / usability efforts for parts of eBay
      • first effort to focus on user experience for entire site

 • Basic eBay facts
   – World’s largest online marketplace (79 million in US)
   – Types of users
      •   Buyers & sellers
      •   New & experienced
      •   Individuals & corporations
      •   Different countries & cultures


                                                                   3
Challenges

 • New IA would need to
   – Serve diverse user group
      • varying goals / mental models
   – Be future-oriented, allow for change & growth
   – Changes needed to be evolutionary not revolutionary
      • accommodate users familiar with current site


 • Senior management at eBay needed proof
   – Is there need for such drastic restructuring?
 • Research to be completed in 6 weeks!
                                                           4
Goals of research
 • Research has multiple goals
    – Need successful design, not just good design
       • Serves user
       • Satisfies business goals
       • Is accepted by management


 • 3-stage research method
       • Stages: Exploration  Understanding  Verification
       • Stages complement & build upon each other

 • Mix of qualitative & quantitative methods
       • Qualitative: rich, open-ended understanding of users / domain
       • Quantitative: recommendations grounded in data (help make case
         to management)


                                                                          5
3-stage user research
                                                                    Preliminary IA
                       3 stages
                                               Scope of content &                        ebay.com
                                                  functionality
                   Stage 1: Explore
Stakeholders       Interviews, free-listing                         Buy
                                                                      Sub cat1
                                                                                       Sell
                                                                                              SubCat1
                                                                                                        Community
                                                                                                           SubCat1

                                                                                 xx           SubCat2
                                                                                                           SubCat2




                                                             el
                                                                                 xx           SubCat3
                                                                                                           SubCat3



                                                           ev es
                                                                                              SubCat4
                                                                                 xx


                                                        -l
                                                   op gori
                                                                                              SubCat4


                  Stage 2: Understand
                                                                                                           SubCat4
                                                                                 xx


                                                  T e
                                                                                              SubCat5



                                                      t
                                                                      Subcat2


                     Open card-sorting             ca
                                                                                              SubCat6      SubCat5

                                                                      Subcat3
                                                                                                                     xx
                                                                      Subcat4
                                                                                                                          xxx
                                                                                 xxx

                                                                                                                          xxx
                                                                                 xxx


                   Stage 3: Verify /                                                                                      xxx



                       Refine                     Verify                                                         xx


User thinking /                               categorization                                                     xx


                   Large-sample closed
categorization         card-sorting
                                                                                                                 xxx




                                                                                                                     6
Stage 1: Explore domain with Freelisting

 •   Goals
      – Explore domain in open-ended fashion, map scope.
      – Generate list of current & “Horizon Tasks” (planned for
        future)

 •   Method
      – Interviews & Freelisting
      – With eBay users, stakeholders & designers

 •   Freelisting tasks (eBay is about tasks!)
      – What are all the tasks users can do on eBay.com
          • List an item, Pay for it
      – What else will users be able to do on eBay.com 2-5
        years that they can’t do today?

 •   Results: List of 100 representative tasks (25 Horizon)

                                                                  7
Stage 2: Explore user categorizations

 • Goals:
    – Gain insight into user thinking about eBay
    – Identify top-level categories for ALL site
      content and functionality


 • Method: Interviews & Open card
   sorting
    – List of 100 tasks (including 20 Horizon
      Tasks).
    – 35 participants (including sellers & buyers;
      new and advanced users).


                                                     8
Identify top levels of hierarchy
 • Hierarchical Cluster analysis to
   generate aggregate user
   categorizations.                                       Dendrogram- User group !
                                                    Task N
                                                     Task Z
                                                      Task B


 • Separate analysis for 4 user groups
                                                     Task X
                                                     Task P
                                                      Task Ge
                                                       Task K

    – Identify inconsistencies in                      Task A
                                                      Task M

      categorizations                                 Task L
                                                     Task D
                                                     Task S

    – Reconcile to create one scheme.                Task R
                                                     Task F
                                                      Task O
                                                      Task U
                                                      Task Y
                                                     Save items


 • Result: Preliminary IA                         Fn eBay internatLrn
                                                   Translate listing
                                                    View item desc.       Dendogram
                                                   Fn proFn services

    – 5 top-level categories accounting for all      Browse items
                                                   Fn types of items

      site content and functionality.               Fn specific item
                                                    Fn items nearby
                                                      Fn BIN items
                                                    Search & browse
                                                    Fn items by seller
                                                     Fn accessories
                                                      Contact buyer
                                                     Contact seller
                                                     Get buying tools
                                                   EsTrk car payment                  9
                                                  Offer for unsold item
                                                     Negotiate price
                                                    Reverse auction
Stage 3: Verify & refine scheme

 • Goals:
    – Verify 5-category scheme covers all of eBay.
        • What tasks/concepts don’t fit? Where do users expect this info?
    – Input from larger, more diverse set of users.
    – Establish method for future verification of IA.
        • and to generalize scheme to international eBays.

 • Method: closed card sorting
    – Large sample (~ 1,000) representing all eBay user types.
    – Study conducted using online survey.
        • Participants categorized tasks into one of categories (or selected
          Other if it didn’t belong)

 • Result
    – Site-map showing the structure for all main parts of the
      eBay.com

                                                                               10
Sell - Before




                11
Sell Hub - After




                   12
eBay redesigned successfully!

• Three-stage methodology                           Preliminary IA
   – Understand business context
                                                                  site.com
   – Delineate user categorizations             Top       Top        Top                             Top
                                             Category1 Category 2 Category 3                      Category 4
   – Create IA blueprint                       Sub cat1

                                                          xx
                                                                SubCat1

                                                                SubCat2
                                                                             SubCat1
                                                                                                      SubCat1

                                                                             SubCat2
                                                                                                      SubCat2
                                                          xx    SubCat3
                                                                             SubCat3
                                                                                                      SubCat3
                                                          xx    SubCat4

                                                                SubCat4                                         xx
                                                                             SubCat4




• Deliverable: site-map with structure
                                                          xx
                                                                SubCat5                                              xx

                                                Subcat2
                                                                             SubCat5                                 xx
                                                                SubCat6
                                                Subcat3
                                                                                                                     xxx




  for main parts of eBay.com.
                                                                                       xx
                                                Subcat4                                                              xx
                                                                                            xxx
                                                          xxx                                                   xx
                                                                                            xxx
                                                          xxx



   – map used as blueprint of IA redesign                                          xx
                                                                                            xxx
                                                                                                                xx




     (took 2 years).
                                                                                                      SubCat4
                                                                                   xx

                                                                                                      SubCat5
                                                                                   xxx



   – Generalized to international eBays.                                     SubCat6

                                                                                   xxx
                                                                                                                xx

                                                                                                                xx

                                                                                       xx



   – Positive business implications (ROI)!
                                                                                                                xx
                                                                                       xx


                                                                             SubCat7




   – Users did not protest!

                                                                                                                13
Duct-tape research!
There has to be a better way - fast, cheap
         (relatively) & online…


                                             14
Why we built MindCanvas
 • Qualitative research is great, takes a lot of time

 • Online tools suck, get used anyway (users not engaged)

 • Business stakeholders respond to quantitative analysis &
   large sample sizes

 • Deliverables do not cater to designers

 • Research findings remain locked up with analyst


                                                          15
Inspiration

 • Luis Von Ahn’s ESP Game
   – Rely on games to label the web

 • PopCap Games
   – Quick, short, engaging games

 • Visualization research
   – bringing statistics to designers




                                        16
17
MindCanvas interpretation
 back to the future!



                            18
What is MindCanvas?
 Remote research                                   Interactive
 methods                                           Visualizations




                     Statistical Analysis &
                     Data Mining




             loosely coupled, use as qualitative
             or quantitative
                                                               19
Game-like elicitation methods

 • Surveys do not engage people. Games are fun!
    – People engage in complex tasks willingly
       • Do game-like methods work better?
    – MindCanvas has game-like elements (its not a game)
       • Interactive, visual, screen build up, fun



 • For both qualitative & quantitative
    – Remote moderated for qualitative
    – Remote unmoderated for quantitative

                                                       20
Rich interactive visualizations

 • Large datasets need statistical analysis & data mining

 • Visualizations-to-go
       • Self-contained files - embedded into PowerPoint, emailed, shared
       • Interactive visualizations with slides & knobs!
       • Easy to share with team


 • Visualization posters
    – Designers want printouts to hang on walls, and scribble on




                                                                            21
MindCanvas research focuses on the mind


• Inspiration from
  cognitive anthropology,                   Preferences
                                 Language
  psychology, market
  research
                      Categori
• Semi-structured     zations
  methods

• Quantitative
  aggregation &
  visualization


                                                     22
Who we built for: designer persona

  The busy designer / researcher who wants to
  look at patterns visually
                                          Does not want to
                                             spend time
                                          learning statistics
      Needs
    convenient
   methods to do
     research
                                     Want to directly
                                   interact with users,
                                   does not have time

                                                                23
Who we built for: participant persona

   The not-tech savvy person who occasionally
   takes surveys
                                                 “It is very easy to
                                                complete the task.
      “This was the                               In fact, I had fun
     most fun I have                                  doing this.”
     had in a while!”


                             “I think there are
                          too many cards. But
                            it was kind of fun.”

                                                                       24
Where MindCanvas could help

 • Product Development: Finding the right
   feature-set for the right users (or personas)

 • Information Architecture: Understanding how
   people think for information design.

 • Early visual design validation: Understanding
   what people think & feel about a design when its
   just an image.

                                                   25
MindCanvas in product development

 • Initial understanding of domain
   – What’s important to people? What words do they
     use?
      • Method: Freelisting
      • Deliverable: ListMap


 • Prioritizing features / outcomes users care about
   – Method: Divide-the-dollar
   – Deliverable:
      • WeightMap
      • ClusterBrowser
                                                      26
MindCanvas in Information Architecture

 • How do people think about a domain?
    – Method: OpenSort
    – Deliverable
       • Dendogram
       • SimilarityBrowser
       • VocabularyBrowser1, 2


 • Is your information architecture effective? Is one scheme
   more effective than another?
    – Method: TreeSort
    – Deliverable:
       • ClusterBrowser



                                                           27
28
Questions?

                rashmi@uzanto.com



             MindCanvas team is…
                      Delhi
                    Kapil Mohan
                  Kamalmeet Singh
                  Debasish Biswas
                    Sunil Gupta
                    Amit Ranjan

                 Mountain View
                    Jon Boutelle
                   Rashmi Sinha
                                    29
Methods & Deliverables

 • Current Methods
   – OpenSort: Dendogram, VocabBrowser, SimilarityBrowser
   – TreeSort: ClusterBrowser, SimilarityBrowser
   – Divide-the-Dollar: WeightMap, ClusterBrowser
   – Free Listing: ListMap
   – Utility Questions: MultipleChoice, EssayType

 • Upcoming Methods: MenuTrace, MindMontage,
  Likert Sort
 • Upcoming Designables: OnionMap
                                                            30
Collaborative Research
Process
 • High quality research needs expertise
   – research design + statistics
 • Service should enable high quality
   research
   – Structured research process
      • Templates for study design
      • Help with data collection




                                           31
What is MindCanvas

 • An innovative research platform for high
   quality research
   – Game-like elicitation methods
   – Interactive visualizations (designables-to-go)
   – Research expertise




                                                      32

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Rashmi xerox parc

  • 1. MindCanvas: Reimagining online research Rashmi Sinha Uzanto www.uzanto.com www.themindcanvas.com 1
  • 2. Duct-tape research! (in the trenches - Information Architecture Redesign of eBay.com) 2
  • 3. Background to IA redesign • eBay.com has grown in organic fashion – inconsistent, fractured user experience – Separate design / usability efforts for parts of eBay • first effort to focus on user experience for entire site • Basic eBay facts – World’s largest online marketplace (79 million in US) – Types of users • Buyers & sellers • New & experienced • Individuals & corporations • Different countries & cultures 3
  • 4. Challenges • New IA would need to – Serve diverse user group • varying goals / mental models – Be future-oriented, allow for change & growth – Changes needed to be evolutionary not revolutionary • accommodate users familiar with current site • Senior management at eBay needed proof – Is there need for such drastic restructuring? • Research to be completed in 6 weeks! 4
  • 5. Goals of research • Research has multiple goals – Need successful design, not just good design • Serves user • Satisfies business goals • Is accepted by management • 3-stage research method • Stages: Exploration  Understanding  Verification • Stages complement & build upon each other • Mix of qualitative & quantitative methods • Qualitative: rich, open-ended understanding of users / domain • Quantitative: recommendations grounded in data (help make case to management) 5
  • 6. 3-stage user research Preliminary IA 3 stages Scope of content & ebay.com functionality Stage 1: Explore Stakeholders Interviews, free-listing Buy Sub cat1 Sell SubCat1 Community SubCat1 xx SubCat2 SubCat2 el xx SubCat3 SubCat3 ev es SubCat4 xx -l op gori SubCat4 Stage 2: Understand SubCat4 xx T e SubCat5 t Subcat2 Open card-sorting ca SubCat6 SubCat5 Subcat3 xx Subcat4 xxx xxx xxx xxx Stage 3: Verify / xxx Refine Verify xx User thinking / categorization xx Large-sample closed categorization card-sorting xxx 6
  • 7. Stage 1: Explore domain with Freelisting • Goals – Explore domain in open-ended fashion, map scope. – Generate list of current & “Horizon Tasks” (planned for future) • Method – Interviews & Freelisting – With eBay users, stakeholders & designers • Freelisting tasks (eBay is about tasks!) – What are all the tasks users can do on eBay.com • List an item, Pay for it – What else will users be able to do on eBay.com 2-5 years that they can’t do today? • Results: List of 100 representative tasks (25 Horizon) 7
  • 8. Stage 2: Explore user categorizations • Goals: – Gain insight into user thinking about eBay – Identify top-level categories for ALL site content and functionality • Method: Interviews & Open card sorting – List of 100 tasks (including 20 Horizon Tasks). – 35 participants (including sellers & buyers; new and advanced users). 8
  • 9. Identify top levels of hierarchy • Hierarchical Cluster analysis to generate aggregate user categorizations. Dendrogram- User group ! Task N Task Z Task B • Separate analysis for 4 user groups Task X Task P Task Ge Task K – Identify inconsistencies in Task A Task M categorizations Task L Task D Task S – Reconcile to create one scheme. Task R Task F Task O Task U Task Y Save items • Result: Preliminary IA Fn eBay internatLrn Translate listing View item desc. Dendogram Fn proFn services – 5 top-level categories accounting for all Browse items Fn types of items site content and functionality. Fn specific item Fn items nearby Fn BIN items Search & browse Fn items by seller Fn accessories Contact buyer Contact seller Get buying tools EsTrk car payment 9 Offer for unsold item Negotiate price Reverse auction
  • 10. Stage 3: Verify & refine scheme • Goals: – Verify 5-category scheme covers all of eBay. • What tasks/concepts don’t fit? Where do users expect this info? – Input from larger, more diverse set of users. – Establish method for future verification of IA. • and to generalize scheme to international eBays. • Method: closed card sorting – Large sample (~ 1,000) representing all eBay user types. – Study conducted using online survey. • Participants categorized tasks into one of categories (or selected Other if it didn’t belong) • Result – Site-map showing the structure for all main parts of the eBay.com 10
  • 12. Sell Hub - After 12
  • 13. eBay redesigned successfully! • Three-stage methodology Preliminary IA – Understand business context site.com – Delineate user categorizations Top Top Top Top Category1 Category 2 Category 3 Category 4 – Create IA blueprint Sub cat1 xx SubCat1 SubCat2 SubCat1 SubCat1 SubCat2 SubCat2 xx SubCat3 SubCat3 SubCat3 xx SubCat4 SubCat4 xx SubCat4 • Deliverable: site-map with structure xx SubCat5 xx Subcat2 SubCat5 xx SubCat6 Subcat3 xxx for main parts of eBay.com. xx Subcat4 xx xxx xxx xx xxx xxx – map used as blueprint of IA redesign xx xxx xx (took 2 years). SubCat4 xx SubCat5 xxx – Generalized to international eBays. SubCat6 xxx xx xx xx – Positive business implications (ROI)! xx xx SubCat7 – Users did not protest! 13
  • 14. Duct-tape research! There has to be a better way - fast, cheap (relatively) & online… 14
  • 15. Why we built MindCanvas • Qualitative research is great, takes a lot of time • Online tools suck, get used anyway (users not engaged) • Business stakeholders respond to quantitative analysis & large sample sizes • Deliverables do not cater to designers • Research findings remain locked up with analyst 15
  • 16. Inspiration • Luis Von Ahn’s ESP Game – Rely on games to label the web • PopCap Games – Quick, short, engaging games • Visualization research – bringing statistics to designers 16
  • 17. 17
  • 18. MindCanvas interpretation back to the future! 18
  • 19. What is MindCanvas? Remote research Interactive methods Visualizations Statistical Analysis & Data Mining loosely coupled, use as qualitative or quantitative 19
  • 20. Game-like elicitation methods • Surveys do not engage people. Games are fun! – People engage in complex tasks willingly • Do game-like methods work better? – MindCanvas has game-like elements (its not a game) • Interactive, visual, screen build up, fun • For both qualitative & quantitative – Remote moderated for qualitative – Remote unmoderated for quantitative 20
  • 21. Rich interactive visualizations • Large datasets need statistical analysis & data mining • Visualizations-to-go • Self-contained files - embedded into PowerPoint, emailed, shared • Interactive visualizations with slides & knobs! • Easy to share with team • Visualization posters – Designers want printouts to hang on walls, and scribble on 21
  • 22. MindCanvas research focuses on the mind • Inspiration from cognitive anthropology, Preferences Language psychology, market research Categori • Semi-structured zations methods • Quantitative aggregation & visualization 22
  • 23. Who we built for: designer persona The busy designer / researcher who wants to look at patterns visually Does not want to spend time learning statistics Needs convenient methods to do research Want to directly interact with users, does not have time 23
  • 24. Who we built for: participant persona The not-tech savvy person who occasionally takes surveys “It is very easy to complete the task. “This was the In fact, I had fun most fun I have doing this.” had in a while!” “I think there are too many cards. But it was kind of fun.” 24
  • 25. Where MindCanvas could help • Product Development: Finding the right feature-set for the right users (or personas) • Information Architecture: Understanding how people think for information design. • Early visual design validation: Understanding what people think & feel about a design when its just an image. 25
  • 26. MindCanvas in product development • Initial understanding of domain – What’s important to people? What words do they use? • Method: Freelisting • Deliverable: ListMap • Prioritizing features / outcomes users care about – Method: Divide-the-dollar – Deliverable: • WeightMap • ClusterBrowser 26
  • 27. MindCanvas in Information Architecture • How do people think about a domain? – Method: OpenSort – Deliverable • Dendogram • SimilarityBrowser • VocabularyBrowser1, 2 • Is your information architecture effective? Is one scheme more effective than another? – Method: TreeSort – Deliverable: • ClusterBrowser 27
  • 28. 28
  • 29. Questions? rashmi@uzanto.com MindCanvas team is… Delhi Kapil Mohan Kamalmeet Singh Debasish Biswas Sunil Gupta Amit Ranjan Mountain View Jon Boutelle Rashmi Sinha 29
  • 30. Methods & Deliverables • Current Methods – OpenSort: Dendogram, VocabBrowser, SimilarityBrowser – TreeSort: ClusterBrowser, SimilarityBrowser – Divide-the-Dollar: WeightMap, ClusterBrowser – Free Listing: ListMap – Utility Questions: MultipleChoice, EssayType • Upcoming Methods: MenuTrace, MindMontage, Likert Sort • Upcoming Designables: OnionMap 30
  • 31. Collaborative Research Process • High quality research needs expertise – research design + statistics • Service should enable high quality research – Structured research process • Templates for study design • Help with data collection 31
  • 32. What is MindCanvas • An innovative research platform for high quality research – Game-like elicitation methods – Interactive visualizations (designables-to-go) – Research expertise 32

Notes de l'éditeur

  1. Note that this was a collaboration between Uzanto and eBay Design Labs
  2. GEM methods. Over the web to a large # of users. Engaging interface, tasks that don’t insult user’s intelligence. Visualizations: Capture the results of the study in an approachable form. Understandable by everyone on the team, embedded into PPT or email. In between: us, our statistical analysis tools, scripts, and processes.
  3. MIndCanvas borrows from game, is game-like, but not a game Did not set out to create games, used it to deal with complexity Elements of building up screens rather than presenting Focus on how attention is flowing – how to keep users engaged Provide contextual help which is intelligent Extremely interactive – every element on screen reacts to you
  4. MIndCanvas borrows from game, is game-like, but not a game Did not set out to create games, used it to deal with complexity Elements of building up screens rather than presenting Focus on how attention is flowing – how to keep users engaged Provide contextual help which is intelligent Extremely interactive – every element on screen reacts to you