Punchcut

Our experience and insights define our perspectives
on the evolving digital world.

PERSPECTIVES

Uncovering Context With
Mobile Diary Studies
Uncovering Context With Mobile Diary Studies
A Punchcut Perspective, May 17, 2011

Mobile user research can no longer afford to be confined by physical space and geographic boundaries. People are on the move. If we as researchers are to to understand their true behaviors, we need a robust toolset to meet them where they are and understand where they are going.


We are constantly working to improve our understanding of users. Our user research methodologies include rapid ethnography, participatory design, prototyping, usability testing, diary studies and everything in between. Yet not one of them is used the same way today as it was five years ago. In order to better understand emergent user behavior, we must evolve traditional research methods and keep pace with the changing technological landscape.

Recently, Punchcut has been exploring new ways of leveraging the age-old diary study from a mobile user research context. In general, we run diary studies alongside other contextual research methods, including contextual inquiries, interviews and shadowing. Diary studies augment the grounded viewpoint of contextual methods with a more intimate look into participants’ attitudes towards technology. In rethinking the methods surrounding diary studies, we sought a way to simultaneously reveal contextual influences while becoming more tactical about eliciting how participants reported their behaviors.

The following five insights encapsulate our efforts to better capture contextual information in real-time. We believe these insights can provoke innovations and improvements on how we approach user research.

1 // Empower users to capture their life where it happens, as it happens.


Punchcut's mobile diary study tools
allow real-time entries in the field.
(Photo: Ed Yourdon)

Spontaneity counts. Users' daily lives are sequences of one in-the-moment activity after another. The most valuable data collection happens within this stream of activity. If it cannot be captured directly, researchers need to help participants provide feedback in a way that is quick and easy, at a time and place that is convenient for participants. For diary studies, opportunities to gather information are lost when users forget to make an entry or when the burden is too large. Mobile devices offer an ideal solution.

2 // Context is a source of implicit user data. Uncover it.

With the research tools available now, we can build more intelligence into how we collect data without intruding unnecessarily on participants' privacy. Methods such as careful randomization of prompts and variable reminder schedules that catch users at different times of the day can add richness to the data that users explicitly provide. Even looking at a participant's public social media output can add another dimension through which to analyze user feedback.

3 // Capture the richness of communication.

A voice-based diary study captures the richness of verbal communication. When participants speak rather than write their entries, their feedback takes the form of stories and full scenarios. People are conversational when talking in a way that gets lost in writing. We can hear the emotion and nuances in their speech, and can consider the depth of descriptions that are full and vivid. By using the appropriate tools and methods, it is easy to turn qualitative feedback into quantitative data. The way people tell their stories is as important as the content of their stories.

4 // Don't exclude participants unnecessarily.

The reality of timing and budgets forces many limitations on user research. In designing for consumer products, we are working with a user base that typically includes a wide variety of people. They differ in when, where and how they use their devices. Studies in the environment often exclude certain people simply by nature of the devices or contexts that are part of the study. By using finding creative ways to adjust our toolset, we can gain efficiency and help our studies become more representative. We continue to evolve our research methods to make it as easy as possible for users to supply feedback in natural and convenient situations using devices that they already have, know how to use, and have readily available. We believe it’s important not to exclude valuable participants just because they don’t have the right equipment or feel burdened by contributing.

5 // Innovation is affordable.

The barrier for improving user research methods is low. Significant improvements can be made easily because the tools for advancing much of our research are readily available at low cost. This lets us build custom tools quickly to match the specific needs of a particular study. Because of the reduced overhead in developing new tools, we are able to allocate more time to designing the study, spend more time with our participants, and analyze more thoroughly the data collected.

Punchcut's Mobile Diary Study Tool

Our user research team was recently commissioned to discover the devices people use throughout the day and uncover how they were used.

The team identified topics for investigation and built a mobile diary tool using the Twilio platform. While we cannot share the findings of that study, we can share the new methods we uncovered and some thoughts about the tool we created.


Punchcut's mobile diary study tool
prompts users to leave a diary
entry wherever they are.


Traditional diary studies come with some
inherent drawbacks. (Photo: Eli Duke)


A web interface allows researchers
to create reports in real-time.

// PUNCHCUT'S MOBILE DIARY TOOL

The tool offered a a number of benefits and addressed a variety of pain points found in existing diary study methods. With the new tool:

  1. Participants can create diary entries at any time, from any place where they have their mobile phones, either by leaving a spoken message or sending a text message.

  2. A call results in multiple pieces of related data: a transcription of the voice message, an audio file, a timestamp, the participant ID, and the duration of the message.

  3. Results are collected in real time, allowing for quick iterations on the tool and research method. This is great for customizing to individual studies.

  4. Automated text messages are sent to participants as gentle reminders to prompt an entry as well as to encourage ongoing participation.

// EASING THE BURDEN ON PARTICIPANTS

Participants are traditionally required to carry a diary around that might not fit within their normal daily routine. But with Punchcut’s Mobile Diary tool, entries can be created using any phone, a device most people carry with them throughout the day.

Participants find it difficult to remember to make entries. Studies that require scheduled entries suffer from gaps in activity because participants often forget or lose motivation. Using our mobile diary tool, we were able to push SMS reminders to them if they had not done so recently. We could schedule reminders intelligently so they did not become intrusive. Our team also found reminders to be a great opportunity to provide encouragement, helping participants maintain high levels of engagement.

// ENABLING RESEARCHERS

Distributing and then collecting physical diaries is cumbersome. When not all diaries get returned, valuable data is lost. With Punchcut’s mobile diary tool, distribution of study materials and delivery of diary entries are done digitally. Because everything is electronic, our team eliminated a costly data entry process. Intelligent tracking, tagging, and data processing are easy because everything is digital.

Traditionally, data is collected all at once, at the end of the study. With our mobile tool, the entries come to the researchers in real-time. Research can start to get a sense of the data set immediately. This has the added benefit of providing an up-to-date picture of how engaged each participant is.

Researchers cannot verify the integrity of manual entries in traditional diary studies. There is no way of knowing whether individual entries are created in the moment or if they are created all at once. But the data collected with our digital tool includes a timestamp to let the researcher know exactly when an entry is created. Collecting location-based information for each entry could also provide even richer context.


User research can enlighten design by illuminating behaviors, use cases and environments that are not always understood by the researcher or the participant. Punchcut is continually refining our research methods to meet the demands of streamlined projects and uncover emergent user behaviors. We strive to synthesize not only what users say, but what they do, and increasingly what their environment can reveal implicitly. Guided by established and perpetually evolving techniques, our user research provides companies with dynamic insight into the shifting contexts of mobility.

Contributors: Mike Sparandara, Lonny Chu and Blake Engel

A Punchcut Perspective. Copyright  © 2011, Punchcut LLC. All rights reserved. Header image: Emilio Labrador.

@mikesparandara via Twitter

RT @Punchcut: New article: Uncovering Context With Mobile Diary Studies: http://pnch.it/ms50vn #mobile #ux

17 May, 2011 - 17:10

@urbanhiker via Twitter

Check out @punchcut's cool mobile diary study tool. Made with love by @mikesparandara and myself using @twilio. http://pnch.it/ms50vn

17 May, 2011 - 17:15

@mikesparandara via Twitter

Very excited to be able to share with the world some insights and tweaks to the diary study method. Read about it here http://pnch.it/ms50vn

17 May, 2011 - 17:16

@itsolivia via Twitter

RT @urbanhiker: Check out @punchcut's cool mobile diary study tool. Made with love by @mikesparandara and myself using @twilio. http://pnch.it/ms50vn

17 May, 2011 - 17:16

@BaxleyStudios via Twitter

These guys are on it. @Punchcut: Uncovering Context With Mobile Diary Studies http://t.co/8MRdRg2 #mobile #ux

17 May, 2011 - 17:17

@gmurray via Twitter

RT @Punchcut: New article: Uncovering Context With Mobile Diary Studies: http://pnch.it/ms50vn #mobile #ux

17 May, 2011 - 17:18

@gretared via Twitter

Check out @punchcut's cool mobile diary study tool. Made with love by @mikesparandara and @urbanhiker using @twilio. http://t.co/qb5UjzA

17 May, 2011 - 17:18

@okaysee via Twitter

RT @mikesparandara: Very excited to be able to share with the world some insights and tweaks to the diary study method. Read about it here http://pnch.it/ms50vn

17 May, 2011 - 17:19

@croby via Twitter

RT @mikesparandara: Very excited to be able to share with the world some insights and tweaks to the diary study method. Read about it here http://pnch.it/ms50vn

17 May, 2011 - 17:19

@benson via Twitter

RT @Punchcut: New article: Uncovering Context With Mobile Diary Studies: http://pnch.it/ms50vn #mobile #ux

17 May, 2011 - 17:20

@Henken via Twitter

@punchcut http://t.co/UlQI5fR"; great post on mobile data collection, thank you!

17 May, 2011 - 17:20

@jennism via Twitter

RT @mikesparandara: Very excited to be able to share with the world some insights and tweaks to the diary study method. Read about it here http://pnch.it/ms50vn

20 May, 2011 - 11:24

@lonnychu via Twitter

A bit of what we do for mobile user research @Punchcut http://t.co/7z62k5n #fb

20 May, 2011 - 11:24

@jimbola via Twitter

Uncovering Context With Mobile Diary Studies | Punchcut: http://bit.ly/jH88MA #mobile

20 May, 2011 - 11:25

@charleslaw via Twitter

Wish I had this tool! RT @Punchcut: New article: Uncovering Context With Mobile Diary Studies: http://pnch.it/ms50vn #mobile #ux

20 May, 2011 - 11:25

@chlsea via Twitter

Check out the latest @Punchcut article: Uncovering Context With Mobile Diary Studies. Good stuff. http://t.co/KrwdnPJ

20 May, 2011 - 11:26

@joepemberton via Twitter

Our latest article: @Punchcut's insights for uncovering more context from mobile user research. http://pnch.it/ms50vn

20 May, 2011 - 11:26

@chrismcclelland via Twitter

RT @joepemberton: Our latest article: @Punchcut's insights for uncovering more context from mobile user research. http://pnch.it/ms50vn

20 May, 2011 - 11:27

@juter via Twitter

RT @joepemberton: Our latest article: @Punchcut's insights for uncovering more context from mobile user research. http://pnch.it/ms50vn

20 May, 2011 - 11:27

@tmaertl via Twitter

RT @Punchcut: New article: Uncovering Context With Mobile Diary Studies: http://pnch.it/ms50vn #mobile #ux

20 May, 2011 - 11:28

@jerrylieveld via Twitter

Uncovering Context With Mobile Diary Studies http://j.mp/j1Sdmv #mobile

20 May, 2011 - 11:28

@johnwaynehill via Twitter

I'm super excited to be working with a company that does stuff like this. http://bit.ly/jaPIVC

25 May, 2011 - 11:14

@millsustwo via Twitter

RT @johnwaynehill: I'm super excited to be working with a company that does stuff like this. http://bit.ly/jaPIVC

25 May, 2011 - 11:14

@bogiezero via Twitter

★ Uncovering Context With Mobile Diary Studies http://bit.ly/l8Zqe5

25 May, 2011 - 11:15

@olli101 via Twitter

Uncovering UX context with mobile diary studies - http://bit.ly/mdVYWz

25 May, 2011 - 11:16

@UXfeeder via Twitter

Small Surfaces: Five guidelines for mobile UX diary studies: Punchcut recently published some thoughts abou... http://bit.ly/mBFoeK [ux]

25 May, 2011 - 11:17

@kevinSuttle via Twitter

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25 May, 2011 - 11:17

@thillerson via Twitter

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25 May, 2011 - 11:18

@juansanchez via Twitter

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25 May, 2011 - 11:18

@fieldtestapp via Twitter

Uncovering Context With Mobile Diary Studies - http://t.co/YPyWzap

25 May, 2011 - 11:19

Five guidelines for mobile UX diary studies - Small Surfaces via Trackback

[...] Punchcut recently published some thoughts about using diary studies to inform mobile UX, including how to use mobile technology to support the study itself. [...]

25 May, 2011 - 11:32

@tomderuyck via Twitter

#mrx RT @thomastroch: Mobile, the ideal enrichment to #mroc's in capturing contextual information in real-time http://j.mp/leNqSD

20 June, 2011 - 11:22

@thomastroch via Twitter

Mobile, the ideal enrichment to #mroc's in capturing contextual information in real-time http://j.mp/leNqSD

20 June, 2011 - 11:23

@emarkensten via Twitter

Uncovering Context With Mobile Diary Studies | Punchcut http://j.mp/leNqSD

20 June, 2011 - 11:24

@sachendra via Twitter

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20 June, 2011 - 11:24

@SmiRast via Twitter

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20 June, 2011 - 11:25

@purplehayz via Twitter

Uncovering context with mobile diary studies http://dld.bz/abth5

20 June, 2011 - 11:30

@sknkwUrX via Twitter

Great sum up from @Punchcut for using diary studies for mobile #user_research | http://t.co/kdWqBs1

20 June, 2011 - 11:36

@uxroom via Twitter

Yury Vetrov: Uncovering Context With Mobile Diary Studies: http://bit.ly/l8Zqe5 #ux #ixd #ui #design

20 June, 2011 - 11:37

@mfkekoa via Twitter

If we as researchers are to to understand their true behaviors, we need a robust toolset to meet them where they are! http://t.co/81bqHZW

20 June, 2011 - 11:37

@mobyjohnson via Twitter

Uncovering Context With Mobile Diary Studies | http://t.co/2XbUSMN via @punchcut

20 June, 2011 - 11:38

@stevenwall via Twitter

Uncovering Context With Mobile Diary Studies | http://t.co/Ul0uoNA via @punchcut

20 June, 2011 - 11:39

@Vorkronor via Twitter

Diary study in a mobile context. Interesting reading at http://t.co/GxWIbRK

4 August, 2011 - 11:30

@bennyg via Twitter

Good @Punchcut post on their tool for mobile diary studies: notably alerts as prompts and progressive collection http://t.co/ilwqruu

4 August, 2011 - 11:30

@lonnychu via Twitter

But hopefully making progress “@janchip: The punchcut diary tool: http://t.co/CwXCTb6 {so much promise, but the jury's still out, again”

4 August, 2011 - 11:31

@janchip via Twitter

The punchcut diary tool: http://bit.ly/pi_selfdocument {so much promise, but the jury's still out, again

4 August, 2011 - 11:31

@mikesparandara via Twitter

RT @lonnychu: But hopefully making progress “@janchip: The punchcut diary tool: http://t.co/CwXCTb6 {so much promise, but the jury's still out, again”

4 August, 2011 - 11:32

@oliverw via Twitter

RT @janchip: The punchcut diary tool: http://bit.ly/pi_selfdocument {so much promise, but the jury's still out, again

4 August, 2011 - 11:32

@AlexTam via Twitter

RT @janchip: The punchcut diary tool: http://bit.ly/pi_selfdocument {so much promise, but the jury's still out, again

4 August, 2011 - 11:33

@rundblad via Twitter

RT @janchip: The punchcut diary tool: http://bit.ly/pi_selfdocument {so much promise, but the jury's still out, again

4 August, 2011 - 11:33

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