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Tools of Thought: Symmetry

07 Wednesday Jan 2026

Posted by petersironwood in management, psychology, Uncategorized

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beauty, Business, Design, HCI, human factors, Human-Computer Interaction, poetry, politics, problem_solving, symmetry, truth, UX, Web design, writing

Symmetry

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(Original, free-hand drawing by Zoe Colier).

There are many varieties of symmetry. Symmetry exists rampantly in nature and symmetry is also incorporated into many human designs. In this short essay, I want to remind people of several varieties of symmetry and then show how symmetry may also be used as a tool of thought to help solve problems by simplifying the space of possibilities that must be considered. 

Symmetry is a concept with far broader application than cutting out paper snowflakes or choosing a nice looking Christmas Tree, Menorah or other Holiday decoration. It is fundamental in logic, mathematics, physics, chemistry, biology, and even in social science.

Symmetry exists at many different scales as well. Planets are generally roughly spherical and their orbits are roughly circular. 

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The human body, along with most other animals, exhibits rough bilateral symmetry in external appearance. If you examine your own fingerprints or the pattern of your moles, for instance, you will see that one side of your body looks slightly different from a mirror image. If, like me, you are a righty who play tennis, you will find the forearm muscles on your right arm are slightly larger than those on the left. What is remarkable to me is not that there are slight variations between left and right but just how slight those variations are. And, we are not alone. Fish, insects, flatworms, roundworms, snakes, turtles, lizards, horses, dogs, cats, apes, and humans are all roughly bilaterally symmetrical in appearance. I say “in appearance” because our internal arrangement of organs is not at all symmetrical.  

External Appearance and Internal Organs

In general, it seems to me that most animals possess more complete or “perfect” bilateral symmetry than do most plants. I suspect that this is because animals generally move through a physical environment. Since we can move around, the environmental forces are generally symmetrical and so our ability to react to those environmental forces is also symmetrical. A tree, on the other hand, may have a genetic “blueprint” to be bilaterally or (more likely) radially symmetrical, but it may be subject to strong asymmetrical forces such as wind, a water source, or sunlight versus shade. 

Our designed objects are also most often (at least) bilaterally symmetrical, and particularly for those objects which must interact and move through the physical world. Cars, boats, motorcycles, busses, trains, trucks, bikes, skis, surfboards, roller skates, ice skates, snowshoes and tennis shoes all tend to be bilaterally symmetrical. On the inside, however, again just like us, there are often some irregularities. The arrangement of controls of the car, for instance, are asymmetrical. (Each control in itself often does show symmetry. In some cases, this makes it easier to use, especially without looking. I suspect that the symmetry may often be for aesthetic reasons, for ease of manufacturing, for ease of maintenance or replacement or some combination.) The asymmetry of arrangement “works” because the arrangement of displays and controls does not interact with the natural world the way that the car body and wheels do. The controls are designed to interact with a human being. There are also rough conventions for where controls are laid out, how they operate, and what each type looks like. Asymmetry of arrangement is also evident under the hood. However, some of the components such as the engine, the battery, the radiator have symmetry within them. The radiator, which arguably has the most interaction with the outside world, is symmetrically placed though its plumbing is not. 

automobile car customized drive

Photo by Pixabay on Pexels.com

In the design of User Interaction and Experience, an argument can be made for certain kinds of symmetry. For example, in the Mac editor Pages, which I am using to write this, if the B for bold button background turns blue when bolding is turned on, I expect the background will turn back the way it was (white) when bolding is turned back off. I also expect that italics and underlining will behave the same way, especially because all three are in the same toolbar. 

Where possible, it also generally makes sense, I believe, to design so that the functionality of a system is symmetrical. This isn’t always possible. Some actions are necessarily irreversible. If you don’t believe me, ask anyone who has toddlers or who has pets. In the real world, if you shoot someone dead, you cannot “unshoot” them. Unlike a computer system who asks, “Do you really want to delete all your files?” before doing so, guns do not ask that. If you are designing what can be done with a toy robot however, if you can make it go forward, you want to make it so it can go back as well. If it can turn right 90 degrees, you would like to enable it to turn left 90 degrees. Saying, “Oh, yes, but don’t you see, you can, in effect, make it turn left 90 degrees by making it turn right 90 degrees three times?!” does not cut it, IMHO. 

Typically, you not only want the functionality to be symmetrical, you also want the control functions and appearances to mirror the symmetry of the functionality. For example, if you can issue the command: “MOVE ROBOT FORWARD THREE PACES” you want the symmetrical function to be evoked this way: “MOVE ROBOT BACKWARD THREE PACES” and not, “THREE PACES BACKWARD FOR ROBOT MOVE.” If you decide to give auditory feedback for the first command that says, “ROBOT MOVING FORWARD THREE PACES” you do not want the reverse command to provide feedback that says, “ROBOT THREE PACES BACKWARD MOVING.” (Oh, by the way, if you cannot provide symmetrical functionality, please do not pretend to do so with a facade of symmetrical looking commands that actually behave asymmetrically!)

action android device electronics

Photo by Matan Segev on Pexels.com

A lack of symmetry (or consistency) in the functionality, command structure, or visual appearance often arises because of a lack of communication within the development team. If different functions of the robot are to be implemented by different people, then it’s important that those various people use an agreed upon style guide or Pattern Language or that they  communicate frequently. Of course, this is not the only cause of asymmetry. Even if your team communicates really well, they can’t design an effective gun with an “unkill” function. 

There are, of course, various types of symmetry. Bilateral (mirror) symmetry is what the external appearance of our bodies has. There is also translational symmetry, where the same shape is repeated along a line. The string ABCCBA shows bilateral symmetry while ABCABC exhibits translational symmetry. Most human factors people now agree that hot water faucets (usually on the left) and cold water faucets (usually on the right) should both be turned off by turning to the right and turned on by turning to the left (translational symmetry) as opposed to having the faucet on the right turn off to the right and the left faucet turn off to the left. But you will definitely experience both types. 

In both music and poetry, at least in the culture I am most familiar with, translational symmetry is more common than mirror symmetry. It does sometimes happen that musical composers experiment with playing a tune backwards or even with the staff turned upside down. But this is far less common than repeating a theme or melody. Similarly, a rhyme scheme like ABCABC is much more common than is ABCCBA. {In this notation, ABCABC means that the first line rhymes with the fourth line, the second line rhymes with the fifth line and the third line rhymes with the sixth line.} 

black and brown millipede on a green and brown branch

Photo by Pixabay on Pexels.com

In biology, we also find translational symmetry or something close to it. The segments of a tape worm, the segments of the body of a millipede or centipede, the small legs of a lobster, and even our own vertebrae and ribs show translational symmetry. In social structures as well, we find both mirror symmetry and translational symmetry. For instance, the Golden Rule says to do unto others as you would have them do unto you. In addition, as it happens, if we are nicer to other people, then, generally speaking, they are also nicer to us. This is not always true, however. Some people simply take advantage and view all of life as a zero sum game. Whatever you gain, they lose and vice versa. This is a very limited, inaccurate, and self-defeating attitude in most social situations. Most social situations, are, of course, much more complicated. Generally speaking, there are a great many situations that both you and your “opponent” or even your “enemy” would agree are good and a great many others that both of you would agree are bad. If you are playing tennis or golf outdoors, for instance, you may be fiercely competitive but both of you would probably find a game that brings out the best play is better for both of you. Both of you would probably also agree that being rained out is a bad outcome.  

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In the military and in many industrial settings, there is a great deal of translational symmetry. The “ideal” set-up is to have many groups at each of many levels and each group is meant to be as similar as possible to all the other groups at that level. The marching that military groups learn is both symbolic of this translational symmetry and practice in behaving as a unit composed of identical parts. Whether or not this is the best way to run a military is debatable. To me, it’s undeniable that this management style has been imported into a huge number of organizations where it is definitely not the best way to organize. 

The last thing to note is that symmetry also pops up in design. There is often a whole series of information exchanges from people who have quite different areas of expertise. These exchanges can result in mutual learning, solutions that work, and often patents, and occasionally, some really cool, transcendent, game-changing designs. In my experience, it is much better to have a design process based on symmetrical relationships founded in mutual respect than to have a design process based on having someone in a hierarchical power relationship make decisions that are to be implemented by an identical set of “underlings.”  

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Photo by Egor Kamelev on Pexels.com

The Takeaway

Symmetry is everywhere. There are many forms. If you start looking for symmetry, you will find examples in nature, in mathematics, poetry, art, music, machine design, the military and even in design problems and design processes. Thinking quite consciously about the types of symmetry that exist in a problem space and what could or should exist in that problem space, can lead to novel solutions.

 

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Author Page on Amazon. 

The Walkabout Diaries

Local Symmetries

Alternating Repetition

The First Ring of Empathy

Donnie Takes a Blue Ribbon for Spelling

Travels with Sadie

It was in his Nature

A Cat’s a cat

A Suddenly Springing Something

Hai-Cat-Ku

Hai-Ku-Dog-Ku

The Dance of Billions

Roar, Ocean, Roar

 

Fraught Framing: The Presumed Being-ness of State-ness

31 Wednesday Dec 2025

Posted by petersironwood in America, creativity, psychology, Uncategorized

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#therapy, creativity, Democracy, education, flexibility, framing, fun, HCI, health, human factors, innovation, learning, life, politics, problem formulation, sports, therapy, USA, writing

Fraught Framing: The Presumed Being-ness of State-ness

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As I understand it, in Spanish and Portuguese, for example, there is a linguistic distinction between current state of being and habitual state of being that is signaled by the use of different verbs. In English, we say, “That is an angry dog” to mean “That is a dog who is generally and habitually angry” and also to mean, “That dog is in an angry mood right now.” 

woman and man wearing brown jackets standing near tree

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But, regardless of what native languages we write and speak, we humans often make statements about something and treat that something according to the unstated and untenable presupposition that what is true about the current state of affairs is true about eternity. 

This habit of mind, sometimes reinforced by language, is often incredibly useful. For instance, near me right now are a table, and on the table, among other things are a coffee cup filled with coffee and a checkbook. The table is mainly composed of wood and marble. For many purposes, this is an adequate description. Of course, none of these so-called objects were always in their current state. Once, the wood was part of a tree. And, before that, the material in the tree was mainly rainwater and dirt. It was transformed into a tree by a mere seed of information using energy from the sun. 

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Photo by Pok Rie on Pexels.com

Meanwhile, even the marble portion of the table was not always in its current state. At one point, in the distant past, this marble was limestone. The limestone was transformed by temperature and pressure into marble. Before the limestone was limestone it was mainly the shells of tiny animals living in the ocean. If we trace the table back far enough we will come to the “Big Bang” that started the universe as we know it. The transformation of the table from one sort of thing into another did not end when it became a table nor when I bought the table. Some day, it will no longer be a table. Eventually, the material nature of the wood, and eventually even the marble will be different. The checkbook and the coffee cup will likely cease to be a checkbook and a coffee cup long before that. 

For the purpose of drinking my coffee, it is just fine to think of this cup as being a cup. It holds my coffee and keeps it somewhat warm. The table works just fine as a place to hold the coffee cup. I don’t need to think more deeply about the lifecycle of the table or the cup or the checkbook. 

Usually. 

But sometimes, it is useful to deconstruct these categories. A fairly common test of creativity, for example, is to think of alternative uses. What could this table be used for besides a table? It is a pretty sturdy looking table, so I would say it could be used as a seat by one or two people pretty safely. It could be used as a deadly if awkward weapon. The bracing cross-piece could be detached and used as less awkward weapon.  It could be used as a barrier. The wood part could be used as firewood. The thing that I habitually use as a coffee cup could be used as a container for many types of liquids or solids and even, with the help of the checkbook, could be used to hold gasses though not very effectively. The checkbook can be used as a weapon against a mosquito. In a very different way, the checkbook could be used as a weapon against a person or even as a weapon against a nation; e.g., by writing checks to steal an election. 

adult beverage breakfast celebration

Photo by Pixabay on Pexels.com

While all of these “objects” have histories, they also have futures. Generally speaking, the people I know give little thought to the future of the objects that they interact with. But slowly, and likely too slowly, this is gradually changing. We often now recycle or reuse objects. Thinking about the future of an object also influences my choices about what I buy.

Thinking about the future of objects is particularly important to when it comes to radioactive material which can pose very long term hazards or it can be stolen and used to cause fairly short term mayhem. Collectively, the plastic that we use gets discarded and then, does not vanish into nothingness. It finds its way into the air we breathe and the water we drink. Now that the population of the earth is 7 billion, [Update: 8.2 billion now in 2025!] we can no longer afford to ignore how the objects we interact with were created and we cannot afford to ignore what becomes of them. What we call a “table” or a “cup” or a “checkbook” is really only a “table for now”, “a cup for now” and a “checkbook for now.” 

The fluidity of things also applies to human beings. It should be pretty obvious to most adults that someone we call “a toddler” or a “teen-ager” is not in that category forever. Most people evolve over time both physically and mentally. The change from “toddler” to “teen-ager” takes many years. Physically, the person usually seems stable from one hour to the next (even physical stability is an illusion; we create over 200 billion new cells a day!). Socially and psychologically, however, we are unstable even at a macro level. A sixteen year old, for instance, may act very much like a mature adult in hundreds of different circumstances. Yet, if they are overly influenced by “friends” or under the influence of alcohol for the first time, their behavioral self-control may easily revert to that more like a ten year old or even a two year old. 

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Photo by Pixabay on Pexels.com

We Limit Others by our Categories

It is human and common but not useful to observe a small slice of someone else’s behavior and thereby make inferences about their habitual behavior. Even if we know about someone’s habitual behavior, it doesn’t mean that they always behave that way and it doesn’t mean that they can’t change over time. When we say, “Oh, don’t pick Chuck for the baseball team; he’s such a spaz” or “No, I’m sure Sally wouldn’t like to join us; she’s really a loner” or “You can’t count on Jim; he never follows through” we are almost certainly over-generalizing. Perhaps Chuck never learned baseball as a kid and he simply needs to learn and practice basic skills. Maybe Sally has no real friends precisely because no-one asks her to join them because everyone thinks she’s a loner because she’s always alone – because no-one ever asks her to join them. Or maybe her idea of a good time is hiking and she’d be happy to do that, but she (like me!) has zero interest in going clubbing and getting drunk every day. Maybe Jim is completely overworked and/or needs to learn better time management skills. 

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“How many psychologists does it take to change a light bulb? Only one, but the light bulb has to want to change.” 

People may be changed by circumstances but therapy often works too. As the joke implies, it won’t work very well if the main reason the “light bulb” goes to the therapist is to feel better rather than to get better, it’s an opportunity lost. Others who frequently interact with the “light bulb” often hold views and use names that subvert therapy. For example, a person who is never assertive and wants to change that may find that when they do so, their family and colleagues at work, who have been taking advantage of them for their own purposes may say things like this: “Oh, you used to be so nice!” {Translation: I used to be able to manipulate you for my own purposes so much more easily}.   

We Limit Ourselves by our Categories

While we unwittingly define others into boxes that may serve to limit what they can do, we humans are generally “equal opportunity destroyers” and also limit our own potential through self-talk as well. I like to play golf and have therefore asked many people over the course of my life, “Do you play golf?” 

Take a guess what response I have heard at least two dozen times. “Golf? Oh, no. I tried that a couple times. I’m no good.” 

silhouette of man playing golf during sunset

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After picking myself up off the floor, I try to explain as nicely and politely as possible that if you’ve literally tried it a couple times, you have no idea whether you would be any good at it. You very likely have no idea whether you would like it either. The same goes for painting, writing poetry, playing video games, eating healthy food, exercising regularly, and so on. In each case, your initial level of skill and your initial level of enjoyment are very poor predictors of the long term. It is most often, not our ability, but our self-definitional boundaries and self-talk that limits us. 

The US military spent a lot of time and effort on trying to predict who will become an ace pilot. There are people who probably won’t make good pilots (poor vision, poor coordination, or poor three-dimensional spatial reasoning) but predicting who among good fighter pilots will make a great fighter pilot is much more difficult. The computer industry similarly spent a lot of time and effort trying to predict who will become a super-programmer. Same lack of results, so far as I know. Predicting who will be extremely successful is very hard. That doesn’t mean that no-one believes that they intuitively know. They’re just dead wrong.

Exercises for Flexibility.

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Life is complicated and complex so I understand that many folks may be reluctant to expand the scope of what they and others are capable of. But if you do want to become more flexible in your behavioral repertoire, there are several things you can do. 

First, you can become aware of your statements about yourself and others. When you find yourself thinking, “Jim never follows through,” try to restate that in terms of empirical evidence. It could be: “Well, once I asked Jim to help plan the office party and he never showed up for the first meeting. Another time, he said he would help teach my daughter how to parallel park, but nothing ever came of it.” You might immediately see that you have precious little evidence to back up your claim that Jim never follows through. You might also ask yourself whether you ever asked Jim about these incidents. There may be hundreds of legitimate reasons that he didn’t “follow through.” His name might have been left off the distribution list for the party planning meeting. And so on. Generating these alternatives is explored in more detail in “The Iroquois Rule of Six” which basically says before acting on an explanation that is inferred you should generate five alternative explanations. 

Second, you can read fiction, watch movies, attend stage plays, do some amateur theater or even answer a questionnaire from someone else’s perspective. In working with Heather Desurvire at NYNEX, on a usability evaluation of a prototype, we did a variation on heuristic evaluation in which we had people look for issues and offer suggestions from a variety of different perspectives; e.g., a behaviorist, a cognitive psychologist, a worried mother, a physical therapist and so on. With the total amount of time controlled for, people found more issues and offered more suggestions when they looked at the application from the perspectives of many different people. 

Third, and my current favorite, is “Attitude Dancing.” I’m not sure this is what Carly Simon and Jacob Brackman meant by their song title, but when I turn on music while I am cooking or cleaning, I spent part of my dancing time dancing as though I were in a completely different mood or even as though I were a completely different person. 

Give it a try! 

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Author Page on Amazon. 

Desurvire, H. and Thomas, J.C. Enhancing the Performance of Interface Evaluators Using Non-Empirical Usability Methods. In the Proceedings of the Human Factors Society 37th Annual Meeting, October, l993

The Walkabout Diaries: Life Will Find a Way

How the Nightingale Learned to Sing

Your Cage is Unlocked

The Crows and Me

It was in his Nature

Axes to Grind

Silent Pies

The Invisibility Cloak of Habit

Where Does Your Loyalty Lie?

Wednesday

My Cousin Bobby

The Impossible

Labelism

The Update Problem

  

Tools of Thought: Imagination

27 Saturday Dec 2025

Posted by petersironwood in America, creativity, management, psychology, Uncategorized

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AI, art, chatgpt, creativity, Design, fun, HCI, human factors, imagination, innovation, life, neurosis, sports, testing, truth, UX, writing

Imagination. 

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It seems odd to bother to remind people that imagination is a tool of thought. I have four kids, thirteen grandkids, five great-grandkids and they all use their imaginations. I also worked as a camp counselor, Y leader, child care worker in a psychiatric hospital, and a sixth grade science teacher. Kids use their imaginations! In many cases, they do this for “fun” but they also are constantly using their imagination to do creative problem solving. 

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When I did therapy with adults however, I found that many had convinced themselves that they had no imagination. This is rather sad as well as being completely inaccurate. Furthermore, in the very ways that such adults exhibited neurotic symptoms, they were using their imaginations. But instead of using their imagination to further their enjoyment or to solve problems creatively, they mainly seemed to use their imaginations for one main purpose: to make themselves miserable. 

For example, few of us enjoy being stuck in stop and go traffic. As it turns out, you can actually impact the traffic flow around you by driving differently. You can read about how in this link, but you can come to much the same conclusion by using your imagination to empathize with the drivers around you. Instead, the neurotic train of thought goes something like this: “WHY oh WHY are all these people out on the road?! MOVE! Oh, crap, I am going to be late. My boss is going to scream at me. Probably fire me. CRAP! MOVE! I’m going to be late. I’m getting fired. Damn! It’s not my fault. My boss doesn’t care. He hates people who are late. I should have left earlier. Where will I get another job at my age? I’m sunk. Once I lose my job, my spouse will leave me too. Crap. He won’t write a good letter of recommendation. Should I get off the highway and take surface roads? That might make me later. Damn! I’m sunk. Life sucks!” 

asphalt automobile buildings cars

Photo by Dom J on Pexels.com

That train of thought certainly uses imagination. 

But in all the wrong ways. That person is not using imagination to enjoy the moment, but using imagination to quite literally make themselves miserable. And it isn’t just the commuter. Plenty of people use their imagination to “awfulize” about situations. They think of the worst possible outcome and then imagine that that worst possible outcome is bound to happen. Often, they continue the negative line of thought beyond the immediate consequences much like the teenager who is grounded for a day and screams to her parents, “Thanks! You guys just ruined my life!”

Instead, if you are in a situation that you can’t change, you could use your imagination to have some fun. So you’re stuck in traffic. There are literally a million things you could do instead of writing a tragic screenplay in your mind’s eye. I won’t list all million, but here are a few. You could design a better transportation system. You could construct a joke to put your boss in a better mood. You could turn on the radio or listen to a podcast or a book on tape. You could look at the scenery. You could make up a rather salacious spy thriller about the people around you who are also stuck in traffic. And so on. 

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So too, in solving problems….hold on… someone’s at the door. I’ll be right back. 

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Well, that was weird! Two of the characters from my last blog series came to the door! They wanted me to hurry up and finish this series on tools of thought so they can come back to life. I had to explain to them that my translator is on vacation and that there’s nothing else to write until more of the myths can be decoded. Right now, there is growing interest in recent, though mythological, archeological digs that will give us further clues about the Veritas. My own command of the mythical Veritas language is extremely rudimentary and I’m not even absolutely sure I understood correctly what they were asking. But I am sure it was She-of-Many-Paths and Shadow-Walker. It was definitely them, more or less as I pictured them, but taller, and more ripped than I had imagined. It’s also clear that the two of them are more than friends. Anyway, they seem to be of the opinion that I need to write their myths so that we real humans can avoid making the same errors that people made in their mythical universe. I don’t quite see how that’s possible, but I will use my imagination to try to understand how it might be done. I hope they don’t bother my neighbors.

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Meanwhile, back to the catalog of thinking tools in general and to the use of imagination in particular. Under some circumstances, of course, it is a useful skill to use imagination to think of what can go wrong. I use imagination in this vein for example, when asked to evaluate something from a user perspective. I try to imagine how various icons, words, transitions and so on can be problematic for users. Even though I am pretty good at that, when users are actually observed in real life, they still manage to demonstrate problems that neither I nor anyone else on the design team had thought of! 

Even in UX work, it is also important to use your imagination to think of additional opportunities. “You know, we’ve been thinking about this calendar application as a passive recipient of the user’s information. But some users might also like seeing a weekly summary of their activity in different categories.” Or, you might think, “Suppose we tie the calendar in with the message system. The system knows where the user is; we could send a reminder when it’s time for them to leave for an appointment.” Or, you might think, “In some places the time to drive somewhere depends on traffic and weather. We could tie this calendar and reminder in with the map and weather apps to give better estimates of when to send a reminder.” Such musings could result in a better product. Of course, timing is important as well. Your colleagues will tend to appreciate these thoughts a lot more if you are not currently in beta test but instead at the conceptual design phase! 

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Even knowing that, your imagination might be more likely to kick in later in the project because the application seems more real. You can imagine the reactions of your colleagues and frame your response this way, “Trying this app makes me realize that we can make a number of enhancements in version 2.0, 3.0 etc. I’m going to start this shared file of potential additions, changes, and enhancements that we can all contribute to. We should take a look at this when we are doing 2.0 brainstorming.”  

More generally, there are many possible triggers for using your imagination and you may find that some kinds of triggers are more fun for you. For example, you might read fiction and you enjoy following along with the story being presented. This requires a lot of imagination work. 

You can also start with a goal or even desire and work outward from this internal state to imagine ways you might accomplish your goal or fulfill your desire. But you can also work inward. You look at what is before you; e.g., a computer screen like the one I am looking at now and ask yourself how it might be different in the future. 

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Such musings can follow a thread based on the characteristics. The screen is flat, for instance. What if it were curved, or dynamically reconfigurable, or foldable or moldable? What if I could shrink the actual screen depending on circumstances? You can inject your screen (and possibly yourself) into a different and unusual situation. What if I had the screen available on the tennis court? Well, I could project things on my glasses; e.g., as I walk over to retrieve a ball, I could be reminded of how to hit a kick serve. What if I had special lenses that I could pass over any word or icon on the screen? One might give me the history of any given word. Another might give me the definition. Another might give me alternatives that are more esoteric or are easier to understand; more general or more specific; more positive or negative in tone. Another tool might enable you to select a sentence, a paragraph or an entire article and ask, “Who has written similar things before?” Even without AI, a purely statistical approach might lead you find out about people with similar interests. 

Another way to practice using your imagination is to pose a question or see how two things are or could be related. On the table beside me are a number of objects: a set of keys, an iPhone, a coffee cup, a checkbook, two of the books I wrote, copies of some papers that I reviewed for a recent conference, a quarter, some business cards. How could these be combined? It doesn’t necessarily matter at this point that the combination is feasible. Let’s just try it. 

Putting together a set of keys and an iPhone suggests to me having an app wherein I could photograph all my keys and then, if I lost any (or all!) of the keys, I could have one 3-D printed at a local store or my home 3-D printer. I can also imagine that for another layer of security (at a cost of inconvenience) my iPhone would not turn on unless I took a picture of a particular physical key. A coffee cup and a checkbook seem to belong to different worlds indeed, but that only makes it more of a fun challenge! I like coffee. I don’t particularly like writing bills. On the day before the bills are due, perhaps the coffee machine might not deliver coffee till I wrote the bills. This strikes me as too controlling. For me, it might work better to have an ironic message delivered on the coffee cup such as, “Have a nice day! And save the insane interest rates for paying $25 a day late by paying your bill on time! Or, make some rich banker even richer. The choice is yours!” This approach would not be everyone’s “cup of tea” but that doesn’t matter. The point is to reawaken your imagination. 

close up keys metal safety

Photo by George Becker on Pexels.com

What about a quarter and two books I wrote? I could offer a 25 cent rebate. I could write about about the history of the quarter. I could mail people books with a quarter inside. I could make an advertisement about The Winning Weekend Warrior that is aimed at tennis players and suggest that every time they lose a set, they put a quarter in a piggy bank. When they get to 40 quarters they can buy my book. I can design strategy and tactics sheets for different sports that are sold separately. The reader/user places quarters on the sheet to reinforce strategy. In tennis, for instance, such a sheet might be static and the user could use four quarters for the positions of the four players on the court. They could be asked to select smart shots, given the positions. Similarly, I might have 4 or even 18 sheets for golf and on these sheets I would show the slope and terrain and ask people to put the quarter on for their target. Eventually, I imagine, there is a way to capture the data of how the player actually hits the golf ball on real courses and that could be incorporated into what the best shot is for that particular player. This data could also be used as input to computer golf games so that a player might use the game to help select better clubs and targets. We are no longer necessarily talking about my book or about quarters. That doesn’t matter! All that really matters is that I have used these arbitrary objects to trigger my imagination. And you can do the same!

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I’m done. Hold on. Doorbell. II see that it’s the Veritas power couple again. I’m inviting them in for coffee. I wonder if they’ve ever had coffee before….     

—————————————-

Choose one of these four books for everyone on your gift list! (Better late than never!)

Roar, Ocean, Roar

The Dance of Billions

After All

All that We Have Lost

Halloween: A Horror Story

As Gold as it Gets

The Walkabout Diaries

The Ailing King of Agitate

Fifteen Properties

Cancer Always Loses in the End

It was in his Nature

 

Metaphors We Live and Die By: Part 2

26 Friday Dec 2025

Posted by petersironwood in America, health, management, psychology, Uncategorized

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analogy, cancer, disease, HCI, health, human factors, innovation, metaphor, peace, politics, problem solving, testing, thinking, UX, war

Metaphors We Live and Die By: Part 2

men holding rifle while walking through smoke grenade

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Today, I want to delve further into the topic of metaphors that we often unconsciously adopt. In particular, I want to look at a common metaphor in four areas: disease, business, politics, and and the role of UX in the entire cycle of product development. 

Although I am fascinated by other cultures, my experience is overwhelmingly USA-centric. I am aware that all of the four areas I touch on may be quite different in other countries and cultures. If readers have examples of how different metaphors are used in their culture, I would love to hear about it. 

Disease is an Enemy to be Destroyed 

In most cases, American doctors view disease as an enemy to be destroyed. In fact, this metaphor is so pervasive that American readers are likely puzzled that I used the verb “view” rather than “is” in the previous sentence. In American culture, there is also a strong thread of another metaphor about disease: “Disease is a punishment.” This latter metaphor is behind such statements as, “Oh, they had a heart attack! Oh, my! Were they overweight? Did they smoke?” Perhaps I will consider this more fully another time, but for now, I want to examine the view that disease is an enemy to be destroyed. 

It seems as though it is an apt metaphor. After all, aren’t many diseases caused by other organisms invading our bodies and doing harm? There are many examples: bacteria (Lyme Disease, pneumonia, ulcers, TB, syphilis), viruses (herpes, Chicken Pox, flu, common cold),  protozoa (malaria, toxoplasmosis) or even larger organisms (trichinosis, tapeworms, hookworm). 

male bugs illness disease

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When it comes to considering causality, our thoughts usually travel along linear chains of causes. So, we may admit that while Lyme disease is “caused by” Borrelia bacteria, the “deer tick” that spreads the disease is also partly at fault. Similarly, although malaria is caused by a protozoa, the most effective prevention is to reduce the mosquito population or to use netting to keep the mosquitos from biting people. Similarly, you might try to prevent Lyme disease by wearing light clothing, using spray to keep the ticks off, checking for ticks after being in tick infested areas, etc. So, even in common practice, we realize that saying that the little organism causes the disease is an over-simplification. 

Once one “gets” a disease, however, the most commonly invoked metaphor is war. We know what the enemy is and we must destroy it! I grant you that is one approach that can be very effective, but consider this. The “human” body contains approximately as many bacterial cells as human cells. What you think of as your “human” body is only half human. It is half bacteria. Furthermore, since we all have trillions of bacteria in us when we are well, the picture of treating bacteria as an enemy to be destroyed is at best an over-simplification. In fact, more recently, medical science seems to indicate that under-exposure to bacteria in childhood can make you more not less susceptible to disease. If you use anti-antibiotics to “destroy” the “enemy” bacteria in your body, many of the “good” bacteria necessary for digestion are also destroyed. This sometimes, though rarely, requires exotic treatment to return to health. 

In cancer, both doctors and the general public mainly think of the cancer cells as “enemies” who must be destroyed. And yet, it seems that people may often have mutations that could lead to cancer but don’t. There are even very rare cases of spontaneous cures of cancer. What are some alternatives to thinking of cancer as an “enemy” that must be destroyed? 

Clearly, I don’t know of a definite answer or you would have already heard about it on the news. But let’s consider a couple alternatives. First, instead of thinking you have to “destroy” this enemy, imagine you thought of cancer cells as confused. People get confused all the time. Sometimes, we put them in jail. Sometimes we put them in mental hospitals. Sometimes, we simply teach them what they need to know. Sometimes, we do end up killing them. But it is not our approach to kill someone just because they make a mistake. So, we might seek a way to “re-educate” cancer cells so that they “realize” that they are part of something even larger and more wonderful – the human body. How would one go about this? Using the metaphor of a confused person, we would have to understand just why they were acting confused. Then we would have to provide situations so that they could learn (or re-learn) what they needed to know in order to become a productive member of “society.” We could “remind” a liver cell that, after all, they were born to be a liver cell and they’re potentially quite good at that. We could think of cancer as cells that are misinformed or have amnesia about their true nature. 

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We might also think along a different line. We could try to discover the best possible environment for these cancer cells to thrive – and then offer it to them somewhere else. For example, perhaps they really prefer an extremely acidic environment. Say you have a skin cancer on the back of your hand that thrives in a really acidic environment. We could provide a gradient of acidity next to the tumor and encourage all those acid-seeking cancer cells to migrate into a really acid tube that is next to the tumor. The farther away it gets from you, the more acidic the environment. 

You might also think of cancer cells as being rebellious. For whatever reason, they “feel” as though they are not experiencing enough of the “good life” being part of your body so they “take matters into their own hands” and begin leading a rebellion of cells out to steal the food supply and multiply in an unrestrained fashion. A solution might be to “convince” them that they are better off retaining their initial function rather than becoming a lawless gang of cells. I am not sure what the best metaphor for thinking about infection or cancer is, but surely it is worth imagining others rather than sticking to just one based on war as a metaphor. 

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Business is a Sport

I treat this at greater length in The Winning Weekend Warrior, but the basic idea is simple. Yes, there are many strategies and tactics from sports that apply to business. But there is at least one crucial difference. Sports are designed to be difficult. They typically require skill and training if you are to do well. The parameters of the sport are fixed at any given time though they will vary somewhat over time. In golf, for instance, the hole is small and the distances are great. Though the rules of golf are complex, there is one over-arching principle. If it would help you to do something, doing that thing is penalized.

woman playing golf during daytime

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If golf were a business, many CEO’s would nonetheless approach it as a sport. They would try to hire the “best people” – that is, people with a proven track record of good golfing. They would then proceed to offer incentives for people to do even better. If people shot a high score repeatedly, they would be fired. Eventually, such a CEO might get good results by having skilled people who are well motivated and well trained. But why? If putting a golf ball in the hole is what gained you profit, simply shorten the fairways, widen the hole, and eliminate the hazards. Of course, as a sport this would make golf no challenge and no fun. Everyone could win. But having everyone win is exactly what you should do to maximize profit. Yet many in management are so taken with the “business is a sport” metaphor that they do not change the situation. Some do “change he game” and with spectacular results. Google and Amazon come to mind. 

Politics is War 

If you belong to a political party and believe the “other” party or parties are enemies to be destroyed, you are failing to understand the dialectic value that parties with different views can bring to complex situations. Life is a balanced dance between strict replication and structure on the one hand, and variation, exploration, and diversity on the other hand. A species who had no replication of structure from one generation to the next would die off. But so too would a species that had no variation because the slightest change in environment would also cause the species to die off. So it is with human cultures. If every generation had to start from scratch in determining what was edible, how to get along, how to avoid predators and so on, humans would have died out long ago. On the other hand, if a culture were completely unable to evolve and change, they would also die out. Typically, “conservative” parties want to keep things the same for longer and “liberal” parties want to change things more quickly. There is no obvious answer here. But what is vital is that members of each party see that there is value in the debate; in the dialogue; in the dialectic. 

architecture bright building capitol

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The other party is not an enemy; it is the balance so that you can do what you do best. If you are predisposed toward exploration, science, new experiences, and so on, great! On the other hand, if you are more predisposed toward tradition and loyalty and repetition, great! If you did not have the people of the opposite predisposition, you would have to incorporate all that within yourself. Conservatives are what allows liberals to be liberal. And liberals are what allows conservatives to be conservatives. A huge problem arises, as it has recently in American politics, when one party decides they are just “right” all on their own and “victory” is worth lying, cheating, and stealing to get it. This is not unique to contemporary America of course. History is littered with administrations who were so convinced that they were “right” that they wanted to destroy all opposition. It has always ended badly. Politics is not war. (Though the failure of politics often leads to war.)

Of course, if a party really does treat all opposition as enemies to be jailed or executed, that’s no longer a  “party” at all–that’s a gang of thugs. Throughout history, such gangs of thugs have also attempted to discredit and destroy any honest reporting about what the gang is doing and how it affects others.

UX is All that Matters vs. UX Does Not Matter. Development is war!

As you might guess, neither of these extreme positions is useful. Price matters. Time to market matters. Marketing matters. Having good sales people matters. Having excellent service matters. Having a good user experience matters. It all matters. Depending on the situation, various factors matter relatively more or less. 

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(Original artwork by Pierce Morgan)

As in the case of political ideologies, it is just fine for UX folks to push for the resources to understand users more deeply; to test interaction paradigms more thoroughly; to collect and observe from more and more users under a wider variety of circumstances. Similarly, while you are pushing for all that and doing your best to argue your case, remember that the other people who are pushing for tighter deadlines, and more superficial testing are not evil; they simply have different perspectives, payoffs, and responsibilities. Naturally, I hope the developers and financial people do not view UX folks as simply “roadblocks” to getting the product out quickly and cheaply either. 

The first half of 2018, I tried to catalog many of the “best practices” in collaboration and teamwork. You might find some of these useful if you are embroiled in “UX wars.” You and your colleagues from other disciplines might also find it useful to consider that it is worth taking the time to affirm your common purpose and common ground. You are meant to work together. Development is not war. 

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Author Page on Amazon

Cancer Always Loses in the End

Where does your Loyalty Lie?

At Least he’s Our Monster

The Loud Defense of Untenable Positions

Essay on America: The Game

A Day From Hell

An Open Sore

All we Stand to Lose

Somewhere a Bird Cries

How the Nightingale Learned to Sing

The Ailing King of Agitate

After All

Roar, Ocean, Roar

The Dance of Billions

 

  

Madison Keys, Francis Scott Key, the “Prevent Defense” and giving away the Keys to the Kingdom. 

12 Friday Dec 2025

Posted by petersironwood in America, family, management, psychology, sports, Uncategorized

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art, books, bravery, Business, career, choice, courage, HCI, human factors, IBM, life, school, sports, technology, Travel, UX

Madison Keys, Francis Scott Key, the “Prevent Defense” and giving away the Keys to the Kingdom. 

Madison Keys, for those who don’t know, is an up-and-coming American tennis player. In Friday’s Wimbledon match of July, 2018, Madison sprinted to an early 4-1 lead. She accomplished this through a combination of ace serves and torrid ground strokes. Then, in an attempt to consolidate, or protect her lead, or play the (in)famous “prevent defense” imported from losing football coaches, she managed to stop hitting through the ball – guiding it carefully instead — into the net or well long or just inches wide. 

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Please understand that Madison Keys is a wonderful tennis player. And, her “retreat” to being “careful” and playing the “prevent defense” is a common error that both professional and amateur players fall prey to. It should also be pointed out that what appears to be overly conservative play to me, as an outside observer, could easily be due to some other cause such as a slight injury or, even more likely, because her opponent adjusted to Madison’s game. Whether or not she lost because of using the “prevent defense” no-one can say for sure. But I can say with certainty that many people in many sports have lost precisely because they stopped trying to “win” and instead tried to protect their lead by being overly conservative; changing the approach that got them ahead. 

Francis Scott Key, of course, wrote the words to the American National Anthem which ends on the phrase, “…the home of the brave.” Of course, every nation has stories of people behaving bravely and the United States of America is no exception. For the American colonies to rebel against the far superior naval and land forces (to say nothing of sheer wealth) of the British Empire certainly qualifies as “brave.” 

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In my reading of American history, one of our strengths has always been taking risks in doing things in new and different ways. In other words, one of our strengths has been being brave. Until now. Now, we seem in full retreat. We are plunging headlong into the losing “prevent defense” borrowed from American football. 

American football can hardly be called a “gentle sport” – the risk of injury is ever present and now we know that even those who manage to escape broken legs and torn ligaments may suffer internal brain damage. But there is still the tendency of many coaches to play the “prevent defense.” In case you’re unfamiliar with American football, here is an illustration of the effect of the “prevent defense” on the score. A team plays a particular way for 3 quarters of the game and is ahead 42-21. If you’re a fan of linear extrapolation, you might expect that  the final score might be something like 56-28. But coaches sometimes want to “make sure” they win so they play the “prevent defense” which basically means you let the other team make first down after first down and therefore keep possession of the ball and score, though somewhat slowly. The coach suddenly loses confidence in the method which has worked for 3/4 of the game. It is not at all unusual for the team who employs this “prevent defense” to lose; in this example, perhaps, 42-48. They “let” the other team get one first down after another. 

red people outside sport

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America has apparently decided, now, to play a “prevent defense.” Rather than being innovative and bold and embracing the challenges of new inventions and international competition, we instead want to “hold on to our lead” and introduce protective tariffs just as we did right before the Great Depression. Rather than accepting immigrants with different foods, customs, dress, languages, and religions — we are now going to “hold on to what we have” and try to prevent any further evolution. In the case of American football, the prevent defense sometimes works. In the case of past civilizations that tried to isolate themselves, it hasn’t and it won’t. 

landscape photography of gray rock formation

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This is not to say that America (or any other country) should right now have “open borders” and let everyone in for every purpose. (Nor, by the way, has any politician of any party suggested that we do that). Nor should a tennis player hit every shot with all their might. Nor should a football team try the riskiest possible plays at every turn. All systems need to strike a balance between replicating what works–providing defense of what one has while also bravely exploring what is new and different. That is what nature does. Every generation “replicates” aspects of the previous generation but every generation also explores new directions. Life does this through sexual selection, mutation, and cross over. 

This balance plays out in career as well. You need to decide for yourself how much and what kinds of risks to take. When I obtained my doctorate in experimental psychology, for example, it would have been relatively un-risky in many ways to get a tenure-track faculty position. Instead, I chose managing a research project on the psychology of aging at Harvard Med School. To be sure, this is far less than the risk that some people take when; e.g., joining “Doctors without borders” or sinking all their life savings (along with all the life savings of their friends and relatives) into a start-up. 

At the time, I was married and had three small children. Under these circumstances, I would not have felt comfortable having no guaranteed income. On the other hand, I was quite confident that I could write a grant proposal to continue to get funded by “soft money.” Indeed, I did write such a proposal along with James Fozard and Nancy Waugh who were at once my colleagues, my bosses, and my mentors. Our grant proposal was not funded or rejected but “deferred” and then it was deferred again. At that point, only one month of funding remained before I would be out of a job. I began to look elsewhere. In retrospect, we all realized it would have been much wiser to have a series of overlapping grants so that all of our “funding eggs” were never in one “funding agency’s basket.” 

brown chicken egg

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I began looking for other jobs and had a variety of offers from colleges, universities, and large companies. I chose IBM Research. As it turned out, by the way, our grant proposal was ultimately funded for three years, but we only found out after I had already committed to go to IBM. During this job search, I was struck by something else. My dissertation had been on problem solving but my “post-doc” was in the psychology of aging. So far as I could tell, this didn’t bother any of the interviewers in industry in the slightest. But it really freaked out some people in academia. It became clear that one was “expected” in academia, at least by many, that one would choose a specialty and stick with it. Perhaps, one need not do that during their entire academic career, but anything less than a decade smacked of dilettantism. At least, that was how it felt to me as an interviewee. By contrast, it didn’t bother the people who interviewed me at Ford or GM that I knew nothing more than the average person about cars and had never really thought about the human factors of automobiles. 

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Photo by Pixabay on Pexels.com
Photo by Pixabay on Pexels.com
Photo by Pixabay on Pexels.com

The industrial jobs paid more than the academic jobs and that played some part in my decision. The job at GM sounded particularly interesting. I would be “the” experimental psychologist in a small inter-disciplinary group of about ten people who were essentially tasked with trying to predict the future. The “team” included an economist, a mathematician, a social psychologist, and someone who looked for trends in word frequencies in newspapers. The year was 1973 and US auto companies were shocked and surprised to learn that their customers suddenly cared about gas mileage! These companies didn’t want to be shocked and surprised like that again. The assignment reminded me of Isaac Asimov’s fictional character in the Foundation Trilogy — Harry Seldon — who founded “psychohistory.” We had the chance to do it in “real life.” It sounded pretty exciting! 

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On the other hand, cars seemed to me to be fundamentally an “old” technology while computers were the wave of the future. It also occurred to me that a group of ten people from quite different disciplines trying to predict the future might sound very cool to me and apparently to the current head of research at GM, but it might seem far more dispensable to the next head of research. The IBM problem that I was to solve was much more fundamental. IBM saw that the difficulty of using computers could be a limiting factor in their future growth. I had had enough experience with people — and with computers — to see this as a genuine and enduring problem for IBM (and other computer companies); not as a problem that was temporary (such as the “oil crisis” appeared to be in the early 70’s). 

airport business cabinets center

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There were a number of additional reasons I chose IBM. IBM Research’s population at the time showed far more diversity than that of the auto companies. None of them were very diverse when it came to male/female ratios. At least IBM Research did have people from many different countries working there and it probably helped their case that an IBM Researcher had just been awarded a Nobel Prize. Furthermore, the car company research buildings bored me; they were the typical rectangular prisms that characterize most of corporate America. In other words, they were nothing special. Aero Saarinen however, had designed the IBM Watson Research Lab. It sat like an alien black spaceship ready to launch humanity into a conceptual future. It was set like an onyx jewel atop the jade hills of Westchester. 

I had mistakenly thought that because New York City was such a giant metropolis, everything north of “The City” (as locals call it) would be concrete and steel for a hundred miles. But no! Westchester was full of cut granite, rolling hills, public parks of forests marbled with stone walls and cooled by clear blue lakes. My commute turned out to be a twenty minute, trafficless drive through a magical countryside. By contrast, since Detroit car companies at that time held a lot of political power, there was no public transportation to speak of in the area. Everyone who worked at the car company headquarters spent at least an hour in bumper to bumper traffic going to work and another hour in bumper to bumper traffic heading back home. In terms of natural beauty, Warren Michigan just doesn’t compare with Yorktown Heights, NY. Yorktown Heights even smelled better. I came for my interview just as the leaves began painting their autumn rainbow palette. Even the roads in Westchester county seemed more creative. They wandered through the land as though illustrative of Brownian motion, while Detroit area roads were as imaginative as graph paper. Northern Westchester county sports many more houses now than it did when I moved there in late 1973, but you can still see the essential difference from these aerial photos. 

YorktownHts-map

Warren-map

The IBM company itself struck me as classy. It wasn’t only the Research Center. Everything about the company stated “first class.” Don’t get me wrong. It wasn’t a trivial decision. After grad school in Ann Arbor, a job in Warren kept me in the neighborhood I was familiar with. A job at Ford or GM meant I could visit my family and friends in northern Ohio much more easily as well as my colleagues, friends and professors at the U of M. The offer from IBM felt to me like an offer from the New York Yankees. Of course, going to a top-notch team also meant more difficult competition from my peers. I was, in effect, setting myself up to go head to head with extremely well-educated and smart people from around the world. 

You also need to understand that in 1973, I would be only the fourth Ph.D. psychologist in a building filled with physicists, mathematicians, computer scientists, engineers, and materials scientists. In other words, nearly all the researchers considered themselves to be “hard scientists” who delved in quantitative realms. This did not particularly bother me. At the time, I wanted very much to help evolve psychology to be more quantitative in its approach. And yet, there were some nagging doubts that perhaps I should have picked a less risky job in a psychology department. 

The first week at IBM, my manager, John Gould introduced me to yet another guy named “John” —  a physicist whose office was near mine on aisle 19. This guy had something like 100 patents. A few days later, I overheard one of that John’s younger colleagues in the hallway excitedly describing some new findings. Something like the following transpired: 

“John! John! You can’t believe it! I just got these results! We’re at 6.2 x 10 ** 15th!” 

His older colleague replied, “Really? Are you sure? 6.2 x 10 ** 15th?” 

John’s younger colleague, still bubbling with enthusiasm: “Yes! Yes! That’s right. You know. Within three orders of magnitude one way or the other!” 

I thought to myself, “three orders of magnitude one way or the other? I can manage that! Even in psychology!” I no longer suffered from “physics envy.” I felt a bit more confident in the correctness of my decision to jump into these waters which were awash with sharp-witted experts in the ‘hard’ sciences. It might be risky, but not absurdly risky.

person riding bike making trek on thin air

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Of course, your mileage may differ. You might be quite willing to take a much riskier path or a less risky one. Or, maybe the physical location or how much of a commute is of less interest to you than picking the job that most advances your career or pays the most salary. There’s nothing wrong with those choices. But note what you actually feel. Don’t optimize in a sequence of boxes. That is, you might decide that your career is more important than how long your commute is. Fair enough. But there are limits. Imagine two jobs that are extremely similar and one is most likely a little better for your career but you have to commute two hours each way versus 5 minutes for the one that’s not quite so good for your career. Which one would you pick? 

In life beyond tennis and beyond football, one also has to realize that your assessment of risk is not necessarily your actual risk. Many people have chosen “sure” careers or “sure” work at an “old, reliable” company only to discover that the “sure thing” actually turned out to be a big risk. I recall, for example, reading an article in INC., magazine that two “sure fire” small businesses were videotape rental stores and video game arcades. Within a few years of that article, they were almost sure-fire losers. Remember Woolworths? Montgomery Ward?

At the time I joined IBM, it was a dominant force in the computer industry. But there are no guarantees — not in career choices, not in tennis strategy, not in football strategy, not in playing the “prevent defense” when it comes to America. The irony of trying too hard to “play it safe” is illustrated this short story about my neighbor from Akron: 

police army commando special task force

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Wilbur’s Story

Wilbur’s dead. Died in Nam. And, the question I keep wanting to ask him is: “Did it help you face the real dangers? All those hours together we played soldier?”

Wilbur’s family moved next door from West Virginia when I was eleven. They were stupendously uneducated. Wilbur was my buddy though. We were rock-fighting the oaks of the forest when he tried to heave a huge toaster-oven sized rock over my head. Endless waiting in the Emergency Room. Stitches. My hair still doesn’t grow straight there. “Friendly fire.”

More often, we used wooden swords to slash our way through the blackberry and wild rose jungle of The Enemy; parry the blows of the wildly swinging grapevines; hide out in the hollow tree; launch the sudden ambush.

We matched strategy wits on the RISK board, on the chess board, plastic soldier set-ups. I always won. Still, Wilbur made me think — more than school ever did.

One day, for some stupid reason, he insisted on fighting me. I punched him once (truly lightly) on the nose. He bled. He fled crying home to mama. Wilbur couldn’t stand the sight of blood.

I guess you got your fill of that in Nam, Wilbur.

After two tours of dangerous jungle combat, he was finally to ship home, safe and sound, tour over — thank God!

He slipped on a bar of soap in the shower and smashed the back of his head on the cement floor.

Wilbur finally answers me across the years and miles: “So much for Danger, buddy,” he laughs, “Go for it!”

Thanks, Wilbur.

Thanks.

 

 

 

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—————————————-

And, no, I will not be giving away the keys to the kingdom. Your days of fighting for freedom may be over. Mine have barely begun.


Author Page on Amazon

Where does your loyalty lie? 

Essays on America: The Game

The Three Blind Mice

Roar, Ocean, Roar

Stoned Soup

The First Ring of Empathy

Math Class: Who are you?

The Last Gleam of Twilight

The Impossible

I Say: Hello! You Say: “What City Please?”

09 Tuesday Dec 2025

Posted by petersironwood in Uncategorized, psychology, management, creativity, design rationale, user experience, HCI, AI

≈ 1 Comment

Tags

art, communication, conversation, Design, efficiency, HCI, human factors, photography, primacy, problem framing, problem solving, sensemaking, technology, thinking, UX

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In the not so distant past, people would often call directory assistance operators. These operators would find a number for you. For an additional charge, they would dial it for you. In fact, this was a very commonly used system. Phone companies would have large rooms filled with such operators who worked very hard and very politely, communicating with what was often a hostile and irrational public. 

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Customer: “I have to get the number of that bowling alley right near where the A&P used to be before they moved into that new shopping center.”

Operator: “Sir, you haven’t told me what town you’re in. Anyway…”

Customer: “What town?! Why I’m right here in Woburn where I’ve always been!” 

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There were so many operators that the phone companies wanted their processes to be efficient. Operators were trained to be friendly and genial but not chatty. The phone companies searched for better keyboards and better screen layouts to shave a second here or there off the average time it took to handle a call. 

There are some interesting stories in that attempt but that we will save for another article, but here I want to tell you what made the largest single impact on the average time per call. Not a keyboard. Not a display. Not an AI system. 

It was simply changing the greeting. 

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Operators were saying something like: “New England Telephone. How can I help you?” 

After our intervention, operators instead said, “What city please?” It’s shorter and it’s takes less time to say. But the big change was not in how long the operator took to ask the question. The biggest savings was how this change in greeting impacted the customer’s behavior. 

When the operator begins with “How can I help you?” the customer, or at least some fraction of them, are put into a frame of mind of a conversation. They might respond thusly:

“Oh, well, you know my niece is getting married! Yeah! In just a month, and she still hasn’t shopped for a dress! Can you believe it? So, I need the number for that — if it were up to me, I would go traditional, but my niece? She’s — she’s going avant-garde so I need the number of that dress shop on Main Street here in Arlington.” 

Photo by Tuu1ea5n Kiu1ec7t Jr. on Pexels.com

With the “What City Please?” greeting, the customer was apparently put into a more businesslike frame of mind and answers more succinctly. They now understand their role as proving information in a joint problem solving task with the operator. A typical answer would now be:

“Arlington.” 

“In Arlington, what listing?” 

“Dress shop on Main Street.”

The way in which a conversation begins signals what type of conversation it is to be. We know this intuitively. Suppose you walked up to an old friend and they begin with: “Name?” You would be taken aback. On the other hand, suppose you walk up to the line at the DMV and the clerk says, “Hey, have you seen that latest blog post by J. Charles Thomas on problem framing?” You would be equally perplexed! 

Conversation can be thought of partly as a kind of mutual problem solving exercise. And, before that problem solving even begins, one party or the other will tend to “frame” the conversation. That framing can be incredibly important. 

Even the very first words can cause someone to frame what kind of a conversation this is meant to be.

Words matter.

The Primacy Effect and The Destroyer’s Advantage

https://petersironwood.com/2018/02/13/context-setting-entrance/

Essays on America: Wednesday

After the Fall

The Crows and Me

Cancer Always Loses in the End

Come Back to the Light

Imagine All the People…

Roar, Ocean, Roar

The Dance of Billions

How the Nightingale Learned to Sing

Travels with Sadie

The First Ring of Empathy

Donnie Visits Granny!

You Must Remember This

The Walkabout Diaries: Bee Wise

Author Page on Amazon 

4. Alternating Repetition

03 Tuesday Aug 2021

Posted by petersironwood in Uncategorized

≈ 2 Comments

Tags

beauty, Design, diversity, HCI, human factors, order, repetition, UX

(This is the fourth post in a series of 15 which aim to examine the fifteen properties of natural order postulated by Christopher Alexander. I wonder whether the property of “Alternating Repetition” could be more frequently incorporated into User Experience and what the pros and cons might be).

4. Alternating Repetition

In nature, whether we look at clouds, waves, mountain ranges, forests, plants, the leaves of plants, or almost any animal, we see alternating repetition. Such natural repetition is almost never precise and complete replication. Just as every reproductive act of life introduces an element of recombination as well as the possibility of mutation, so too the repetitions we see in life are not mathematical. We indeed see patterns repeated in a line or in a circle, but the instances in living things show variation. Similarly, human artifacts made with the hands; e.g., weaving or poetry or rock walls or tennis strokes show repetition but with slight and subtle variations. 

If you look at modern industrial society, you see many examples of exact repetition. It’s true that if you looked at 10,000 examples of the same brand and model pen, or notebook, or scissors, or streak knives under a microscope, you could likely find small differences. To the naked eye, however, they would appear identical. Seeing 10,000 pebbles, leaves, or waves you would always see slight to moderate differences. To me, it makes a difference in terms of beauty. Handmade items and human actions naturally show more variation than things produced by machines. 

Photo by Pixabay on Pexels.com

The various “elements” of a User Interface generally have the feel of something made by machine. The size of all the application icons on the tool bar for instance are the same. They are all almost the same exact shape and size. On my tool bar the icons for Finder, Launchpad, Mail, Safari, Chrome, FaceTime, Messenger, Maps, Photos, Contacts, Calendar, Reminders, Notes, System Preferences, Keynote, Pages, Preview, and News are the same. However, the Kindle icon is slightly larger and more square. The Zoom icon is very slightly rounder and the icon for Facebook is circular. In other words, there is some slight variation, but mainly the icons are the same in outline, but different inside. But the set of icons on the tool bar has no sense of “harmony.” 

Note that the tool bar is both abnormally homogeneous in terms of positioning and size but completely disconnected in terms of the images which differ in a random disharmony seldom exhibited in nature.

Instead, each icon seems to scream out its individuality without regard to its neighbors. (Which reminds me of things like masking, vaccinations, telling the truth, etc.). Anyway, the layout of the toolbar, to me, it’s reminiscent of driving down the highway and seeing a sequence of billboards, each advertising some random product or service in no particular order. Often, each billboard is the same size but they are independent of each other. The one exception I can think of were the “Burma Shave” signs along the highway. Each sign was a small rectangle with several words on it. About a quarter mile down the road, another sign would appear. They were meant to be seen in a specific order and together, they made a kind of “story” which usually rhymed. Typically, the signs touted the joys of the product — “Burma Shave” — or, provided public service announcements about safe driving. 

In the early days of computing, putting in “variation” would have been insanely wasteful of space and processing time. This is no longer true. Yet, the “look and feel” of User Interfaces remains, for the most part, quite “mechanical” or “mechanistic” rather than “natural.” Sometimes modern computer games include naturalistic looking variations in how repeated plants, rocks, clouds, etc. are represented. Look at the palm trees and you will see variations among the trees that are reminiscent of the real palm trees I see every day. In addition, each tree contains a number of fronds that repeat a generic theme; yet, each front is somewhat different. The fronds themselves each contain alternating repetition, just as do real palm tree fronds. 

We might consider whether it would make sense to put more natural looking alternating repetition into the more utilitarian aspects of user experience. For example, could it be both more beautiful and more useful to allow more variation in the way files are represented visually?  Will Hill, James Hollan, Dave Wrobleski, & Tim McCandless suggested (in a CHI ’92 paper) that physical documents such as manuals naturally show wear in places where they are most used. They suggested that the visual representation of computer documents might be altered slightly to show which documents have been used or edited more and also that such cues within a document might also be useful. 

Hill, William; Hollan, James; Wrobleski, Dave; McCandless, Tim; “Edit Wear and Read Wear,” Human factors in computing systems: Striking a balance. Proceedings of the 9th annual conference. SIGCHI ’92 Proceedings (Monterey, CA), Addison-Wesley, 1992, pp. 3-9.

One of the few cookbooks I use with some regularity is entitled, Fat Free and Flavor Full. The recipe I’ve used many times is the black bean salad. If I open the physical book, it naturally falls open to that particular recipe. “Open Recent” I find a very useful features of the Pages application, but I don’t see a way to look at files based on overall frequency of use. It could be the case that there are some applications for which you would want specific files to be easily found depending on the season or the date. The authors of “Edit Wear and Read Wear” were mainly talking about the utility of encoding information about a file into its visual representation. There might well be aesthetic reasons to do so as well. 

The wooden blinds shown below exhibit alternating repetition in several ways. First, there is the matter of perspective. Some variation almost always presents itself simply by virtue of the fact that I typically view the blinds at an angle and some are closer to me than others. This means that the size, and the retinal shape are slightly different. Second, there is variation caused by slight changes in the angle of the slats relative to vertical. Third, each slat is made of wood. The wood itself shows rings (or more commonly a planar projection of the concentric cylinders. 

The wooden blinds, because they are illuminated from the outside by tree-filtered sunlight also show further variation; however I don’t think that is typically “alternating repetition.” Perhaps not coincidentally, although I find it a little interesting, I can’t say I find that source of variation to be beautiful to me. The other three all add to the aesthetics, at least to me. 

Is it feasible to introduce alternating repetition with slight variation into User Interfaces? Would it be desirable? What negative side-effects might arise? Do you even agree with Christopher Alexander that Alternating Repetition is an aspect of natural beauty and beautiful design? One thing that occurs to me is that if some element of the UI is more variable in outline etc., it may mean that the actions upon that object must deal with that variability. If designed greenfield, that might not be too difficult. But if, for example, the code for dragging and dropping was written under a presumption of zero variability, that might be problematic. What do you think?

——————-

Discussion of Alternating Repetition with additional visual examples can be found here: 

The Fifteen Fundamental Properties of Living Structure. 4. Alternating Repetition

Use Diversity as a Resource

The Tree of Life

Life is a Dance

Take a Glance; Join the Dance

Fifteen Properties of Natural Beauty & UX/HCI

22 Thursday Jul 2021

Posted by petersironwood in Uncategorized

≈ 9 Comments

Tags

Design, HCI, human factors, UX

Photo by Dominika Greguu0161ovu00e1 on Pexels.com

This is an introduction to a series of blog posts on the “Nature of Beauty.” 

Christopher Alexander was an architect and city planner. In his MIT dissertation, Alexander took a very mathematical approach to design. In our studies at IBM Research on the “Psychology of Design” I first ran across that work (Notes on the Synthesis of Form). Later in his career, however, he took a quite different approach to design. With an international team, he visited many different parts of the world to see what “worked” in terms of architecture and city planning. The results were documented in the form of a “Pattern Language.” In this sense, a “Pattern” is the named solution to a recurring problem. A “Pattern Language” is a connected lattice of Patterns that together, “cover” a field. 

Others (including me) have emulated his approach for other fields such as pedagogy, organizational change, object-oriented programming, software development processes, and human-computer interaction. A few years ago, I suggested such Patterns for collaboration and teamwork. Here’s a link to the introduction of that effort. Here’s a link to the index of those Patterns. 

Still later in life, Christopher Alexander embarked on a project called The Nature of Order. This work is documented in a series of four books. In the first book, he proposes fifteen properties of good form in nature — and in beautiful artifacts. Explication and example will be needed to appreciate what these properties mean. In this post, I list the fifteen and will attempt to explain the first one with respect to UX and Human Computer Interaction.

OLYMPUS DIGITAL CAMERA

First, you might be wondering what relevance these fifteen properties of nature might have to interface design. After all, can’t the designer just test out their ideas empirically until a UX design is shown to be usable, learnable, and perhaps enjoyable as well? Well, sure. Ideally, every possibility could be explored and tested empirically. 

But how many possibilities are there? Without any guiding principles, there are not only more possibilities than can be tested by you. There are more possibilities than there are atoms in the universe. Imagine a very simple interface on a small mobile device. Let’s say there are only ten screens in your whole application. The iPhone 12, for instance, has nearly 3 million pixels. 24-bit color allows over 16 million colors per pixel. If you literally tested out every possible arrangement, this would mean 16 million to the 3 millionth power for each of the ten screens!! The number of atoms in the universe is estimated to be between 10**78 and 10**82. Obviously, this is far less than 16,000,000**3,000,000 !! 

Of course, I’m not suggesting that anyone would attempt a pixel by pixel test of an interface, but the general point remains: you need some way to limit testing to reasonable alternatives. The notion of using these fifteen properties is not that they dictate a particular design nor that you don’t need to do any empirical testing. Rather, the fifteen properties could be used to help guide design. The properties could be thought of as reducing the search space. 

Here are the fifteen properties: 

  1. Levels of Scale
  2. Strong Centers
  3. Boundaries
  4. Alternating Repetition
  5. Positive Space
  6. Good Shape
  7. Local Symmetries
  8. Deep Interlock and Ambiguity
  9. Contrast
  10. Gradients
  11. Roughness
  12. Echoes
  13. The Void
  14. Simplicity and Inner Calm
  15. Not-separateness

Perhaps the names themselves might resonate with your own sense of aesthetics for design and composition, but let’s review them one by one. 

The first is “Levels of Scale.” 

Photo by Roney John on Pexels.com

When it comes to natural beauty, a few moments reflection may provide you with many examples. Christopher Alexander claims this property is also present in traditional art and architecture across many cultures. As you see something such as, e.g., the Taj Mahal or the Parthenon in the distance, you see a beautiful shape. As you approach it, you will see more and more levels of scale. By contrast, many modern buildings are largely featureless between the overall shape and the texture of the building material. 

If your design has multiple levels of scale, it will be easier for your user to orient themselves; to know “where they are” in the application and therefore easier to take appropriate action. It’s something to keep in mind with respect to your design — whether hardware, software, documentation, or a building. 

How could you use or see “Levels of Scale” as a desirable property of what you are doing right now? 

———————————-

Some references to Pattern Languages in HCI. 

Pan, Y., Roedl, D., Blevis, E. and Thomas, J. (2012), Re-conceptualizing Fashion in Sustainable HCI. Designing Interactive Systems conference.  New Castle, UK, June 2012.

Thomas, J. C. (2012).   Patterns for emergent global intelligence.   In Creativity and Rationale: Enhancing Human Experience By Design J. Carroll (Ed.), New York: Springer.

Thomas, J. (2012). Edging Toward Sustainability. CHI Workshop Position Paper for Simple Sustainable Living. CHI 2012, Austin, Texas.

Thomas, J. (2012), Enhancing Collective Intelligence by Enhancing Social Roles and Diversity. CSCW Workshop Position Paper for Collective Intelligence and Community Discourse and Action. CSCW 2012, Bellvue, WA.

Thomas, J. (2011), Toward a pattern language for socializing technology for seniors. Workshop position paper accepted for CSCW 2011 workshop: Socializing technology among seniors in China, Hangzhou, China, March 19-23.

Thomas, J. (2011). Toward a Socio-Technical Pattern Language for Social Systems in China and the World. Workshop position paper accepted for CSCW 2011 workshop: Designing social and collaborative systems for China. Hangzhou, China, March 19-23.

Thomas, J. (2011). Toward a Socio-Technical Pattern Language for Social Media and International Development. Workshop position paper accepted for CSCW 2011 workshop: Social media for development, Hangzhou, China, March 19-23.

Bonanni, L., Busse, D. Thomas, J., Bevis, E., Turpeinen, M. & Jardin, N. (2011). Visible, actionalble, sustainable: Sustainable interactin design in professional domains.  Workshop accepted for CHI 2011. Vancouver, B.C., May 7-12.

Thomas, J. (2011). Focus on Ego as Universe and Everyday Sustainability. Workshop position paper accepted for CHI 2011 workshop: Everyday practice and sustainable HCI: Understanding and learning from cultures of (un)sustainability.  Vancouver, B.C., May 7-12.

https://www.researchgate.net/publication/2242380_A_Pattern_Approach_to_Interaction_Design

Click to access dearden-patterns-hci09.pdf

https://www.mit.edu/~jtidwell/common_ground.html

Thomas, J. C. (2018), Building common ground in a wildly webbed world: a pattern language approach. Journal of Information, Communication and Ethics in Society, 16 (3), 338-350.

——————————-

“The Psychology of Design”

08 Thursday Jul 2021

Posted by petersironwood in Uncategorized

≈ Leave a comment

Tags

creativity, Design, HCI, human factors, IBM, leadership, research, UX

“The Psychology of Design” 

I worked at IBM, all told, about 28 years. During that time, management put more and more pressure on us to make our work “relevant” to the business. In fact, the pressure was always there, even from the beginning. Over the years, however, we were “encouraged” to shorten evermore the time gap between doing the research and having the results of that research impact the bottom line. This was not an IBM-only phenomenon. 

I was a researcher, not a politician, but it seemed to me that at the same time researchers in industrial labs were put under pressure to produce results that could be seen in terms of share price (and therefore payouts to executives in terms of stock options), academia was also experiencing more and more pressure to publish more studies more quickly — and to make sure “intellectual property” was protected to make sure the university could monetize your work. This was about the same time that, at least in America, increasing productivity and the wealth that sprung from that increased productivity stopped being shared with the workers.

Photo by Dmitry Demidov on Pexels.com

In the late 1970’s, the “Behavioral Sciences” group began to study the “psychology of design.” For the first few months, this was an extremely pleasurable & productive group, due mainly to  my colleagues. Over the next few blogs, I’ll focus on some specific techniques and methods that you may find useful in your own work. 

In this short story though, I want to focus instead on some broader issues relevant to “technology transfer”, “leadership” and “management.” Even if you are or aspire to be an expert in UX or HCI or design, I assure you that these broader issues will impact you, your work and your career. I wouldn’t suggest becoming obsessed with them, but being aware of their potential impact could help you in your own work and career. 

It is telling that, almost invariably, whenever I told someone inside IBM (or, for that matter, outside IBM) that I was studying the “psychology of design,” people responded by asking, “the design of what?” So, I would explain that we were interested in the generic processes of design and how to improve them. I would explain that we were interested in understanding, predicting, and controlling these processes to enable them to be more effective. I would explain that we could apply these findings to any kind of design: software design, hardware design, organizational design, and (see last post about IBM) communication design. I would explain that design was a quintessentially human activity. I would also explain that design was an incredibly leveraged activity to improve. 

Looking back on it, I still think all these things are true. I also see that I missed the “signal” people were giving me that, while I thought of design as something that could be studied as a process, that most people did not think of it that way. To them, it was never the “psychology of design,” but only the design of something. 

Don’t get me wrong. I agree that somewhat different skills are involved in designing a great advertising campaign, a great building, and a great application. I agree that different communities of practice treat various common issues differently. I still think it’s worth studying commonalities across domains. For one thing, we may find an excellent way of generating ideas, say, that the advertising community of practice uses that neither architects nor applications developers had ever tried. Or, vice versa.

My own academic background was in “Experimental Psychology.” We were forever doing experiments that we believed were about psychological processes that were thought to be invariant regardless of the domain. It was an axiom of our whole enterprise that studying memory for any one thing shed light on how we remember every other thing. Similar studies looked at decision making or problem solving or multi-tasking. We came to understand that there were some interesting exceptions to being able to separate content from process. For instance, it is much easier to multi-task a spatial task and a verbal task than it is to multi-task two independent spatial tasks or two independent verbal tasks. 

We used a spectrum of techniques to study “design” from laboratory studies of toy problems, to observing people doing real-world design problems while thinking aloud. After about 3-4 months of very productive work, we were told that we had to make our work relevant to software development. That should be the focus of our work. We were told that this command came from higher-ups in IBM. That might have been true, or perhaps partly true. 

It might also be relevant that someone in our management chain might have been the recipient of a grant from ONR which was specifically focused on software development. So far as I can tell, nothing had been done on that grant. So, our past, present, and future work could have been co-opted to be “results” done under the auspices of the ONR grant. 

In any case, regardless of the “reasons,” the group began to focus specifically on software design. In one study, we used IBM software experts as subjects. Each person was given information that was geared toward a specific transformation that occurred in software development. One person was presented with the description of a “situation” that included a number of “issues” and they were asked to write a requirements document. In real life, I would hope that this would be done in a dialogue (and, indeed, in other studies, we recorded such dialogues). Absent such dialogues, what we found was that different software experts — all from IBM research — and all given the same documentation about a set of problems generated vastly different problem statements and overall approaches. 

Photo by ELEVATE on Pexels.com

In other parts of the study, other experts were variously given requirements documents and asked to do an overall, high level system design, or given a high level design and asked to design an algorithm, or given an algorithm and asked to code a section. There was always diversity but the initial showed the greatest diversity. The initial stage is also the one that can cause the most expensive errors. If you begin with a faulty set of requirements — a misreading about how to even go about the problem — then, the overall project is almost certain to incur schedule slip, cost overruns, or outright failure. 

While the vital importance of the initial stages of design is true in software development, I would argue that it is likely also true for advertising campaigns, building designs — and even true for the design of research programs. We designed our research agenda under the assumption that we had a long time; that we were studying design processes independently of specific communities of practice or the nature of the problems people were attempting to address. We assumed that there was no “hidden agenda.” Although we believed we would eventually need to show some relevance to IBM business, we had no idea, when we began, that only relevance to software design would be “counted.”



—————-

Some of our studies on the “Psychology of Design.” 

Carroll, J. and Thomas, J.C. (1982). Metaphor and the cognitive representation of computer systems. IEEE Transactions on Man, Systems, and Cybernetics., SMC-12 (2), pp. 107-116.

Thomas, J.C. and Carroll, J. (1981). Human factors in communication. IBM Systems Journal, 20 (2), pp. 237-263.

Thomas, J.C. (1980). The computer as an active communication medium. Invited paper, Association for Computational Linguistics, Philadelphia, June 1980. Proceedings of the 18th Annual Meeting of the Association for Computational Linguistics., pp. 83-86.

Malhotra, A., Thomas, J.C. and Miller, L. (1980). Cognitive processes in design. International Journal of Man-Machine Studies, 12, pp. 119-140.

Carroll, J., Thomas, J.C. and Malhotra, A. (1980). Presentation and representation in design problem solving. British Journal of Psychology/,71 (1), pp. 143-155.

Carroll, J., Thomas, J.C. and Malhotra, A. (1979). A clinical-experimental analysis of design problem solving. Design Studies, 1 (2), pp. 84-92.

Thomas, J.C. (1978). A design-interpretation analysis of natural English. International Journal of Man-Machine Studies, 10, pp. 651-668.

Thomas, J.C. and Carroll, J. (1978). The psychological study of design. Design Studies, 1 (1), pp. 5-11.

Miller, L.A. and Thomas, J.C. (1977). Behavioral issues in the use of interactive systems: Part I. General issues. International Journal of Man-Machine Studies, 9 (5), pp. 509-536.

——————————

Blog posts about the importance of solving the “right” problem. 

The Doorbell’s Ringing. Can you get it?

https://petersironwood.com/2021/01/13/reframing-the-problem-paperwork-working-paper/

Problem Framing. Good Point. 

https://petersironwood.com/2021/01/16/i-say-hello-you-say-what-city-please/

Problem formulation: Who knows what. 

How to frame your own hamster wheel.

The slow seeming snapping turtle. 

Author Page on Amazon. 

I’d Like Sauerkraut on the Ice Cream

14 Friday May 2021

Posted by petersironwood in Uncategorized

≈ 2 Comments

Tags

A/B testing, experiments, HCI, human factors, psychology, Study, UX

Which is Better? A or B?

Nearly everyone in the field of Human-Computer Interaction (related fields are known as Human Factors, and User Experience) has heard of A/B testing. How should we lay out our web pages? Should we have a tool bar? Should it be always visible or only visible on rollover? What type fonts and color schemes should we use? 

Clearly A/B testing is useful. However — there are at least two fundamental limitations to A/B testing. 

Photo by Darius Krause on Pexels.com

First, for almost any real application, there are way too many choices for each of them to be tested. This is where the experience of the practitioner and/or the knowledge of the field and of human psychology can be very helpful. Your experience and theory can help you make an educated guess about how to prioritize the questions to be studied. Some questions may have an obvious answer. Others might not make much difference. Some questions are more fundamental than others. For instance, if you decided not to use any text at all on your site, it wouldn’t matter which “font” your users prefer. 

Second, some decisions interact with others. For instance, you may test a font size in the laboratory with your friends. Just as you suspected, it’s perfectly legible. Then, it turns out that your users are mainly elderly people who use your app while going on cruises or bus tours. In general, the elderly have less acute vision that the friends you studied in the lab. Not only that, you were showing the font on a stable display under steady conditions of illumination. The bus riders are subject to vibration (which also makes reading more difficult) and frequent changes in illumination due to the sun or artificial light being intermittently filtered by trees, buildings, etc. Age, Vibration, and Illumination changes are variables that interact by being positively correlated. In other cases, variables interact in other and more complex ways. For example, increasing stress/motivation at first increases performance. But beyond a certain point, increasing stress or motivation actually decreases performance. This is sometimes known as the Yerkes-Dodson Law (https://en.wikipedia.org/wiki/Yerkes–Dodson_law)

The story doesn’t stop there though. How much stress is optimal partly depends on the novelty and complexity of the task. If it’s a simple or extremely practiced task, quite a bit of stress is the optimal point. Imagine how long you might hang on to a bar for one dollar, for a thousand dollars, or to save yourself from falling to the bottom of a 1000 foot ravine. For a moderately complex task, a moderate level of motivation is optimal. For something completely novel and creative, however, a low level of stress is often optimal. 

The real point isn’t about these particular interactions. The more general point is that testing many variables independently will not necessarily result in an optimal overall solution. Experience — your own — and the experiences of others — can help dissect a design problem into those decisions that are likely to be relatively independent of each other and those that must be considered together. 

Life itself has apparently “figured out” an interesting way to deal with the issue of the interaction of variables. Genes that work well together end up close together on the chromosome. That means that they are more likely to stay together and not end up on different chromosomes because of cross-over. By contrast, genes that are independent or even have a negative impact, when taken together, tend to end up far apart so that they are likely to be put on different chromosomes. 

Photo by Nigam Machchhar on Pexels.com

So, for example, one might expect that a gene for more “feather-like skin” and more “wing-like front legs” might be close to each other while a gene for thicker, heavier bones would be far away. 

Clearly, the tricky way variables interact isn’t limited to “User Experience Design” of course. Think of learning a sport such as tennis or golf. You can’t really learn and practice each component of a stroke separately. That’s not the way the body works. If you are turning your hips, for example, as you swing, your arm and hand will feel differently than if you tried to keep them still while you swung. 

Do you have any good tips for dealing with interactions of variables? In User Experience or any other domain? 

————————————

Some experiences in UX/HCI

Chain Saws Make the Best Hair Trimmers

In the Brain of the Beholder

Study Slain by Swamp Monster!

Buggy Whips to Finger Tips

Chain Saws Make the Best Hair Trimmers
In the Brain of the Beholder
Study Slain by Swamp Monster!
Buggy Whips to Fingertips
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