Grad School thus far: Motor Learning Is More than Using a Mouse

Besides learning to adapt to college 10 years later, I wanted to share a few things I’ve learned about UX in my first semester of grad school at San Jose State in Human Factors, namely the why behind design guidelines and practices.

tl;dr: If you have the opportunity to take the Kinesiology Motor Learning class (KIN 266), TAKE IT!

Motor Learning (Kinesiology)

Never in life did I think a course in Kinesiology would be applicable to UI design.

My biggest takeaway for the semester was learning the importance of being concise – intelligence doesn’t imply complexity. It’s just the opposite. Simplicity implies intelligence. For example, I learned that it is possible to present 3 research studies (on auditory versus visual short term memory) in 2 minutes without the need to speak at the speed of light. Major lightbulb moment re being concise.

Skill acquisition

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In order to gain skills, you have to train at the right level. If you’re training for long-term retention or mastery of skill, you need to practice what’s called schedule variability (random, varying tasks to keep you on your toes and out of flow). But if you’re training for acquisition (just learning something new for first time), you should practice using more blocked schedules (same task over and over again until you achieve the basics).

Practical application: Think about the different approaches you might use to train a new user. Do they have past experience with your product? Or are they completely new to the subject? Consider different types of Getting Started instructions given their backgrounds, instead of a one-size-fits-all tutorial.

References:
Capturing the naturally occurring superior performance of experts in the laboratory
Image: http://www.olympic-games-2012-london.com/wp-content/uploads/2011/11/Archery.jpg

Expertise

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If you’ve read Outliners, no surprises here. It takes a really long time to acquire expertise. But what I didn’t learn from Outliners is that you must engage in “deliberate practice,” meaning you need to constantly challenge yourself and resist the comfort of being in flow. From a cognitive processing point-of-view, you’re creating more pathways to access your knowledge. The theory I learned is that nothing is lost from long-term memory. It is just a problem of access. More pathways implies more access and faster recall.

Practical application: Figure out how to break flow to keep your skills sharp. The obvious suggestion is to try something new in your field. 

References:
Capturing the naturally occurring superior performance of experts in the laboratory
Image: http://www.renegadejuggling.com/mc_images/category/0/02gattolobby.jpg

Context matters!

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There are 16 categories in which skill is acquired (Gentile’s model): 2 environment predicable possibilities (picking up cup on table, or picking up cup on a moving conveyer belt) * 2 context variability possibilities (pitches at 50mph every item, or pitches varying between 50mph and 70mph) * 2 body transport possibilities  (are you walking or are you sitting at a desk) * 2 limb manipulation possibilities (does the task require you to move?)

Depending on which category your task falls in, research has shown that some methods for acquiring skills are better than others. In the context variability tasks, if the task is always going to be varying, you should always train the user using task variability. For example, once the baseball player learns to hit the ball, you have to start training him or her using different speeds. In other words, try to simulate the real world as much as possible in the training.

Practical application: If designing a mobile application, you need to think about what task classification it falls into. Is the user going to be stationary most of the time using the app (e.g. taking a picture)? Or is the user going to be in body transport (i.e. walking down the street following directions to a location)? It may seem ridiculously obvious or subtle, but environmental context really matters in the design (e.g. the size of the buttons need to be bigger on a mobile application during body transport tasks) The book Tapworth: Designing Great iPhone Apps (thanks to Jon at O’Reilly whose twitter handle i can’t find, sorry dude, for giving me a copy years ago) goes into good detail here.

References:
Skill acquisition: Action, movement, and neuromotor processes
Image: http://www.bplowestprices.com/images/P/HTR6000BB-01.jpg

Implicit versus explicit knowledge

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Explicit knowledge is the knowledge that you verbalize. Implicit knowledge is unconscious knowledge. For example, have you ever tried to teach someone how to code and totally forgot to mention the variable on the left-size of the equal sign is the one being assigned, and not the one on the right? It isn’t really because you forgot. That information just got stored in your unconscious, implicit knowledge. We move info into implicit knowledge to free up cognitive resources needed to learn things like lamda expressions, anonymous methods, and Test Driven Development. Like tying your shoes, you don’t think which shoe string to pick up first. You tie your shoes in the morning as you think about your first meeting of the day.

Practical application: I forget the website, but when designing on a touch device, you want to simulate the real-world as much as possible, hence using the implicit knowledge of the user. The website used the USA Today iPad app as a great example of how to simulate a physical newspaper interaction. Being able to use the users’ implicit knowledge is why standards are important (but only when there isn’t a better alternative – see Don’t Make Me Think).

References:
McCloy research lecture: knowledge is more than we can talk about: implicit learning in motor skill acquisition
Image: http://content5.videojug.com/a3/a31884aa-c019-31ba-cb2e-ff0008c8e919/how-to-tie-your-shoelaces.WidePlayer.jpg

Habits

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Early in the semester, I spoke to my KIN professor about a thesis idea on why tips and tricks are so effective. (Old Tip of the Day habits die hard.) She suggested I write my review of literature paper on habit acquisition and modification.

Similar to expertise, habit is acquired slowly over time. Habits start with goals, but end up not being goal oriented. Additionally, neuroimaging scans have shown that when a person performs a habitual action (whether good habits, like tying shoes, or bad habits, like biting nails), the basal ganglia portion of the brain takes over. The basal ganglia controls automatic functions, like being able to do two things at once. It’s why you can eat lunch and listen to a friend talk. The prefrontal cortex that controls decision making is disabled for habitual tasks because you do them automatically.

Just like implicit knowledge, the knowledge to perform the habit is stored in unconscious knowledge. It is believed that the reason for performing the habit is stored unconsciously as well, which explains why habits are so hard to break. If you can’t know why you’re performing the habit, it’s a guessing game to figure out the trigger. The research I’ve read stated you must vigilantly monitor your habits. The same research said the best time to break habits is during a life-changing event, like changing jobs, moving to a new place, and so forth. Even going on vacation is enough to disrupt your habitual activities and give you an opportunity to break those unwanted habits.

Practical application: Now you know why it is so hard to keep New Year Resolutions. But also think about your users and the habits they have with your product. If you need to change the habit (e.g. stop them from pressing a button in a particular location), think about what you can change in the environment to help break the habit (e.g. maybe you could change the location of the toolbar). Just don’t swap the habitual button with a destructive-action button (e.g. delete). That would quickly break the habit, but it would be so wrong on so many levels :)

References:
Every research paper listed on
Wendy Wood’s habit research page.
Image: http://thestrategyguysite.com/wp-content/uploads/2010/06/good-habits-bad-habits.jpg

Cognition

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I’ve never taken a psychology or philosophy course before, so this information was really fascinating.

Recency effect – information just learned is most easily accessible. For example, given a long string of numbers, you’ll learn the first few numbers (rehearsal effect) and the last few numbers the best.

Practical Application: You may have heard in public speaking training to always have a “call to action” slide at the very end to influence your audience one final time. This is because of the recency effect. What’s the one thing you want them to do? Tell them as the final slide.

Theory of forms – The study of rationalism was interesting. Go read The Allegory of the Cave. Having only taken engineering classes my entire life, it was fun to step outside of the computer world for a bit (no pun intended). 

Perception – “If a tree falls in the forest, and no one is around…” No, it doesn’t make a sound because no one is there to perceive it.

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References:
Image 1 http://truthjuice.co.uk/wp-content/uploads/2011/05/cognitive-behavioral-therapy-cbt.jpg
Image 2  http://3.bp.blogspot.com/-2wlCMW-BlZc/T0Q87NaA7iI/AAAAAAAAHSw/eVUgTYrH5RQ/s1600/tree-falls-in-the-forest.jpg

Interaction Design

In this course, I had to design my first physical device – a thermostat. Talk about deliberate practice! Imagine having to design physical buttons for a UI. It really gets you out of your comfort zone.

The book we used was a great primer on how to be a product/program manager. I’ll call out a couple of quotes I really enjoyed.

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  • Alan Cooper’s quote “How would it work if it was magic?” as stated in his book The Inmates are Running the Asylum.
  • When designing an electric hot water heater for tea, remember that people just want to drink a nice cup of green tea. They do not want to be a master tea brewer. This is why I love my utiliTEA electric kettle so much. I don’t care what the actual temperature of the water is. (For green tea, you want it below the boiling point.) I just want to hot water for green tea.

Thanks for reading my dissertation of a blog post. Hope you found it interesting.

First Day of Graduate School

Today was my first day as a graduate student working on my Masters in Human Factors (the superset field of User Experience) at San Jose State.  After working on CodePlex.com, especially alongside the UX experts at Blink Interactive, I got to experience first-hand what a great UX story can do for a product. And when I say UX, I don’t just mean UI design. I’m talking about user research, user profiles, usability studies, heuristic evaluations, cognitive walkthroughs, interaction design, graphic design, customer support, and everything else I’m forgetting in the list. And people wonder why it is so hard to design good UI.

I just can’t stress enough that once you have a great UX support, you simply cannot live without it. It’s only a matter of time before Hallmark has UX Engineer Appreciation day cards.

My First Day of School

In honor of my first day of grad school, I present my first ever day of school.

First Day of School Age 6

I can remember being really annoyed by the uniform (the skirt and the tucked-in shirt). I also remember walking into the classroom for the first time, wondering why there was such a huge gap between the kids’ height and the ceiling. Then I realized the huge gap was for the teachers because they of course would be adult-height. Then the boy seated to my right says, “Do you want a coke?” and I said yes, and he makes this motion with his hands like the invisible coke in his hands had exploded on me. And I start to cry because I fell for his joke and decided boys are dumb. Ah, the memories of a 6 year old. (Actually, my oldest memory is being less than a year old getting a bath in a sink and discovering my leg for the first time. The water hit my leg and I remember making the connection that this leg thing is a part of me because I saw and felt the water at the same time. It was terrifying to realize I suddenly had a leg. So I screamed my head off at the world.)

My Last Day of College Undergrad

The image of my undergrad advisor’s car is self-explanatory (except you can’t see all the balloons we stuffed inside of it). Gotta love getting your hands on a set of spare keys.

Last Day of Undergrad

The last time I was a student on a college campus…

  • Telnet was used to check email
  • A 3.5 floppy disk was used to submit programming assignments
  • There was a rumor going around Netscape Navigator wasn’t going to last much longer
  • Visual J++ was my editor of choice
  • Flowers were the only thing I really knew you could successfully order online
  • The only cell phones were the ones you could plug into your car, so there was no “cell phone policy” in the classrooms
  • (4 years prior) My first ever CS lab assignment was to learn how to use FTP

My First Day of Grad School

What surprised me most of all was how alive and energetic everyone was on campus.

Things I didn’t expect:

  • The eBook RENTAL value of a textbook was the same as the hard copy hardback rental. Let me repeat this. The eBook textbook (that works on Macs and PCs but not iPads) that you RENT costs the same as renting the hard copy hardback ($100.00). Someone please explain this to me.
  • The people who talked to friends in class didn’t annoy me. Thank you CodePlex team room for the training on how to block out background noise.
  • How strange the word “Homework” sounded to my ears.
  • How painful it was to watch the professor debate out loud the best way to change a font color in PowerPoint. If all my classes are going to be like this, I might not make it.
  • To find a juggling club within minutes of walking onto campus. I have to bring my diabolo tomorrow.
  • Out of the 75 students in my 300lv class today (an engineering pre-req), no one was taking notes on a laptop. In fact, I didn’t see anyone even taking notes!
  • How long the Textbook Renters Agreement is on a receipt. What happened to saving the rainforest?

Textbook Rental Agreement

It will be really interesting to make the adjustment from “results-driven performance” to “beauty is in the eye of the professor” performance. Already I’m finding myself cringing reading in my textbooks about the “engineering method” about how engineers debug and fix issues. But it will be an adventure, and I’ll continue to share here.

My First Day of the Rest of my Career

If anyone out there has made the PM->UX jump, or has added a UX degree to their existing PM roles, I’d love to pick your brain for advice.

In the here and now, I’m using this first semester to get a running start into the program by focusing on classwork. But after this semester, I’m hoping to find an opportunity in South Bay (Silicon Valley) that allows me to continue using Agile/XP in a PM role for a very UX-focused product/culture. Fortunately, San Jose State offers an evening program for my Masters.

Longer term, I could see myself becoming some sort of User Experience Researcher. I love analyzing how people use software. I guess this is why I loved being a software tester on Visual Studio so much. One of my favorite things to do is to review a prototype website or product and provide feedback on what’s not quite working. I don’t recall the formal names for these things (heuristic evaluations?), but I know I love to do them. I’ve even begged friends to let me review their websites and provide them with 10 page reviews just for fun.

Wish me luck and patience(!) with my professors using PowerPoint. At least I don’t have to watch them use Visual Studio!  :)