the happy couple: ux design and data visualisation

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The happy couple UX design & data visualisation Francis Rowland Hinxton Services Forum May 9, 2013 Thursday, 9 May 2013

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I gave a short talk for the Hinxton Services Forum on the Wellcome Trust Genome Campus. As a warm-up for the Campus Services Day (May 16, 2013), I spoke about the relationship between UX design and data visualisation.

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Page 1: The happy couple: UX design and data visualisation

The happy coupleUX design & data visualisation

Francis RowlandHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

Page 2: The happy couple: UX design and data visualisation

Made for each other

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

Data visualisation and user experience (UX) design go hand-in-hand.Since visualisations have an audience (the users, if you will) then methods and concepts from the UX design world can be applied to help make them as good as they can be.This is particularly the case when we are working on interactive visualisations.

Page 3: The happy couple: UX design and data visualisation

Design is a process

Miriah Myer - design study methodology

Andy Kirk - a five-step plan

Noah Iliinsky - the reader, the designer, the data

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

Design isn’t a veneer that you add at the end.Data visualisation expert Noah Iliinsky says that as soon as you begin to make choices about your visualisation, you are designing. Following a process can help you make sense of visualisation challenges and make the most of your data

Page 4: The happy couple: UX design and data visualisation

Design is a process

“Double diamond” stylised/idealised viewProblem space > Solution space

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

The Design Council have a great graphic that illustrates an ideal, somewhat stylised design process.We have the “problem space”, where we get to grips with the data visualisation challenge, exploring possibilities, testing assumptions, and learning about the audience.Then we have the “solution space”, where you begin to develop solutions based on what we’ve learned, and we evaluate them in different ways.

Page 5: The happy couple: UX design and data visualisation

Design is a process

Things are messy

Figuring out what to make > Making things

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

In reality, things are messy, of course.The key thing is that we allow ourselves a period of divergent thinking about a design challenge, before converging on a defined problem that we want to solve.Then we have another period of divergent thinking around possible solutions, before we converge on the thing that actually gets built.We figure out what to make... then we make it.

Page 6: The happy couple: UX design and data visualisation

Design is a process

Things are messy

Figuring out what to make > Making things

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

In reality, things are messy, of course.The key thing is that we allow ourselves a period of divergent thinking about a design challenge, before converging on a defined problem that we want to solve.Then we have another period of divergent thinking around possible solutions, before we converge on the thing that actually gets built.We figure out what to make... then we make it.

Page 7: The happy couple: UX design and data visualisation

Figuring out what to make

Explore your datadimensions, features, challenges

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

Experts such as Andy Kirk, Noah Iliinsky and Nathan Yau write about how you can approach your data and learn about it’s edges and features. What can you do with it? What are the limitations?

Page 8: The happy couple: UX design and data visualisation

Learn about the audiencelatent needs, pain points, opportunities

Figuring out what to make

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

Data visualisation experts fully accept that we should consider the audience in our design process.Here we are on very familiar UX design territory: particularly thinking about user research, and getting to know your audience.It data visualisation projects, perhaps the most straightforward way to learn about your audience is to interview them. We’re lucky to have access to people using the things we make (at conference and training sessions), so capitalise on that. Talk to them. Don’t expect them to give you solutions. Rather, learn how they think about a topic; how they describe it; how you could frame your visualisation in a way that makes sense to them.

Page 9: The happy couple: UX design and data visualisation

Define thingspurpose, goals, audience, interactive/static, success?

Figuring out what to make

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

What do you, the designer, want to achieve with this visualisation?What do you want your audience to understand or to be able to do?Will the visualisation be static or interactive... or do you need both?And maybe... how are you going to evaluate it and measure its success?

Having defined boundaries can help you decide what, and what not, to include in your design.

Page 10: The happy couple: UX design and data visualisation

Making thingsThis is usually where people start

Photo: jimabeles / Flickr

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

The risk of making the wrong thing is high, particularly when you’re working on interactive visualisations. Of course, you might get it right, and conventions can take you a long way.But perhaps you’re missing out.

Page 11: The happy couple: UX design and data visualisation

Making things

SKETCHING

You do this a lot. I’ve seen you.

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

Sketching, not drawing. This isn’t art.It is an excellent way of visualising and communicating ideas.It is cheap and easy (not art, remember!).

Page 12: The happy couple: UX design and data visualisation

Making things

INSPIRATION

What are other people doing?

Jonas Löwgren’s flashcards

Gamestorming: tools for thinking

Jonas Löwgren’s Visualization Catalogue

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

If you’re working on something novel, or you’re thinking that you want to explore something unconventional, where do you start?

Well, based on what you’ve learned about your data and your audience, and what you know you want to convey or make possible with your visualisation, you can begin exploring.

Page 13: The happy couple: UX design and data visualisation

Experimentation

Give yourself some room

Fail (cheaply), explore alternatives, collaborate, stay away from your computer

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

Allow yourself room for some divergent thinking when it comes to possible ways to deliver your visualisation. The potential downside of starting to code something up is that you can end up so far down one path that you don’t want to try anything else and you don’t want to throw away what you’ve got!

Page 14: The happy couple: UX design and data visualisation

CommunicationBack of the napkin...

Can you communicate what you want to visualise?

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

Can you quickly explain how you want to visualise your data?Can you sketch how it might look and how the audience can use it (if it’s interactive).

Keep it simple - you can even test things with people at coffee breaks...

Page 15: The happy couple: UX design and data visualisation

ResourcesData Visualization: a successful design process - Andy Kirk

Designing Data Visualizations - Noah Iliinsky & Julie Steele

Visualize This - Nathan Yau

Interviewing for Research - Andrew Travers

Interviewing Users - Steve Portigal

http://www.amazon.co.uk/Universal-Principles-Design-Revised-Updated/dp/1592535879/ref=sr_1_1?

s=books&ie=UTF8&qid=1368015040&sr=1-1&keywords=universal+principles+of+design

Evaluating Information Visualizations (paper) - Sheelagh Carpendale

Universal Principles of Design - Lidwell, Kritina, Butler

Sketching the User Experience - Bill Buxton

Gamestorming - Gray, Brown, Macanufo

User research (slides) - Francis Rowland

Design Study Methodology - Sedlmair, Meyer, Munzner

Design process: double diamond model - Design Council

Spark ideas for information visualisation - Francis Rowland (covers Jonas Löwgren’s card deck)

Points of View for Nature Methods - Bang Wong

The happy couple: UX design and data visualisationHinxton Services ForumMay 9, 2013

Thursday, 9 May 2013

Bedtime reading?Also, don’t forget that the Vizbi conference (see vizbi.org) is all about data visualisation aimed at biologists.