Who do we include in co-design?

Traffic light icon with Problem in red, Analysis in Yellow, and Solution in Green. Academics talk about “vulnerable groups” based on ethics approval language. But what they mean is, people who have difficulty participating because they have a disability, illness, or some other condition. Indeed, some ethics requirements are so protective of “vulnerable groups” that they make it difficult to include them from research projects. Consequently their voices are silenced. So how do we include them in co-design and when?

While co-design is the new buzz word, participatory design has been around in academia for many years. Involving communities in decision-making is now recognised as being responsive to community needs. That means going beyond a one-size-fits-all approach to design. 

Participatory design

Participatory design, or co-design, is about genuine inclusion. That is, not just informing the design, but being participants in the design process. However, involving people with complex needs poses some challenges. It’s easy to make assumptions about their capacity to participate and collaborate. However, this comes down to the way the participation process is designed. 

Participatory design and the inclusion of vulnerable groups is the topic of an article from Finland. They use three projects to compare how participatory design might work best. The first explored co-design activities with people with intellectual disabilities living in supported housing. The second focused on culturally diverse young people experiencing crisis situations. The third dealt with nursing students with learning disabilities adapting to work in the health sector.

Challenges and power dynamics

The article covers the challenges, the power dynamics and their methodology. Each of the three projects is documented in detail. The findings show some similarities between the projects, but when it came to users, there were different outcomes and processes. Participatory design became more challenging when there were more pronounced differences in power dynamics.

These three projects provide good information for involving vulnerable groups in participatory design processes. Questions of equality and genuine inclusion is about both the design activities and how the entire project is planned. 

The title of the article is, Whom do we include and when? participatory design with vulnerable groups

From the abstract

This article makes three contributions to participatory design (PD) research and practice with vulnerable groups:

    1. A framework for understanding stakeholder engagement over the course of a PD project.
    2. Approaches to making user engagement and PD activities more inclusive.
    3. An analysis of how the design and power dynamics of PD projects affect vulnerable groups’ participation.

A map of engagement evaluates stakeholder involvement from initial problem definition to design outcome. 

The first looks at codesign activities to support decision-making in the context of intellectual disabilities. The second looks at culturally diverse youth navigating crisis without adequate assistance from public services. The third examines nursing students adapting to work in the health sector without accommodations for learning disabilities.

Comparing the projects reveals patterns in project planning and execution, and in stakeholder relationships. The article analyses how users are defined, engaged and supported in PD; how proxies shape vulnerable groups’ involvement and PD projects as a whole; and opportunities for greater inclusion when the entire PD project is taken into account.

Making questionnaires more readable

A young woman sits at a desk with her laptop open. She has her face covered by her hands and is indicating distress. Time to make questionnaires more readable.One area of inclusion and accessibility that often gets forgotten is readability of forms and questionnaires. Academics and marketing professionals regularly use surveys to get information from specific groups of people. Within those groups will be people with varying levels of capability in terms of being able to decipher what’s on the screen or form. And it isn’t all about literacy and reading ability. It’s about the different ways people see and interpret the information. Here are some good tips for making questionnaires more readable from Alex Haagaard in Medium

Likert Scales

Likert scales aren’t great for screen readers because they often interpret them as tables. But much depends on the design of the survey platform. Even if they are screen-readable, Likert scales can be difficult for people who are neurodiverse. People who are autistic or dyslexic struggle with visual tracking across and between rows. This creates the need to exert more brain power to focus on getting the corresponding check box. 

Instead of using a Likert scale, use a series multiple choice questions to capture the same information. Creating page breaks to separate distinct sections of the questionnaire also helps with readability for everyone.

Balancing access conflicts

A hand holding a pen poised on a questionnaire form ready to check a box on the form. There is lots of lines of text and check boxes. As is often the case, making something more accessible for one group can create problems for another. So it’s important to identify these early and eliminate or mitigate the barriers. 

One solution is to provide optional comment boxes where the participant can choose whether to reply in their own words. People who want to quickly complete the questionnaire can skip this.  

Haagaard takes things a step further with a suggestion to provide detailed explanations about terms and concepts at the beginning of each section. However, this is tiresome for screen readers and others might find this overwhelming. Participants can be asked at the beginning of the survey if they would like the key information repeated for each section. Those who say no can have the concise experience.

In summary, Haagaard acknowledges that it is unrealistic to assume that anything can be fully accessible to everyone. That means that there will still be occasions where an alternative means of participating is required. This might be an interview or an email. 

The title of the article is Making Your Surveys More Readable. This is the third in a series on cognitively accessible survey design. 

Co-design is not new

Scandinavians have a reputation for good looking and functional design. But there is a gap in the story of an evolving design culture across society. Designers began involving users in their design processes in the 1970s. So co-design is not new and is not a fad, but it is absent from design history.

Maria Görandsdotter says there are two probable reasons why user-centred design has been left out. One is that history has favoured aesthetics, meanings and impact of design rather than the design process. The other is that little has been written about the way design methods have evolved. It’s all been about Scandinavian design and not designing.

… the design methods movement sought to understand and describe ‘the new design methods that have appeared in response to a worldwide dissatisfaction with traditional procedures’.

A desk has highlighter pens in different colours, working papers and a smart phone.

Görandsdotter traces different histories in her book chapter including collaboration with experts in other fields. In 1971 the idea that only professional designers should design was challenged at an international conference on design participation. This is where the lines began to blur between designer and user.

There could be two reasons…

Görandsdotter presents two design histories to open up thinking about what design has been and what it might be in the future. Ergonomic user-centred design methods expanded the role of designers in relation to users. This was linked to Swedish disability legislation and research funding. Participatory design came about as a result of designers’ and users’ co-development of computer-based work tools. It expanded ideas of what design was, how how it happens, and with what kinds of materials. 

For anyone interested in design, and particularly collaborative design, this is an interesting read. It puts co-design into an historical context. In doing so, it shows it is not the latest fashion or fad in designing.

The title of the chapter is, Designing Together: On Histories of Scandinavian User-Centred Design. It is published in the open access book, Nordic Design Cultures in Transformation,1960-1980.

From the abstract

This chapter focuses on the emergence of user-centred and participatory Scandinavian design ideas and practices in 1970s Sweden. Many of the concepts and methods still highly present – supported as well as contested – in contemporary design stem from the turn towards collaborative designing through the late 1960s and early 1990s.

However, in Nordic design history, these radical changes in design practice have been more or less invisible. A shift in perspective is required to address this historical gap.

The two examples: The first highlights how ergonomic user-centred design methods expanded the role of designers and designing in relation to users. The second discusses the challenges of designers’ and users’ co-development expanded ideas of what design was, how and with whom designing took place, and with what kinds of materials.

Co-designing public buildings

An Australian article looks at co-design processes specifically for people with disability. The researchers explored stakeholder perceptions and experiences. The findings support participation of people with disability in architectural design processes.

The title of the article is, Co-design in the context of universal design: An Australian case study exploring the role of people with disabilities in the design of public buildings. You will need institutional access for a free read. Or, ask for a copy from the author, Valerie Watchorn on ResearchGate.

A graphic of a group of people including a wheelchair user.

From the abstract

This study aimed to explore stakeholder perceptions and experiences on co-design processes. Twenty six people with disability, advocates, and design professionals participated in workshops. Four major themes emerged: there are challenges to practicing co-design; co-design is inclusive, accessible, and genuine; co-design is planned and embedded in all design stages; and co-design delivers positive outcomes. 

Findings strongly support participation of people with disabilities in architectural design, highlight challenges and limitations to current practice, and provide insight into factors that optimise outcomes and the experiences of those involved.

Google spells out accessible, inclusive, usable

A woman stands on a stage with a woman sitting behind her. She is making a presentation to an audience. Google spells out accessible, inclusive and usable.It would be good if all designers took their lead from the likes of Apple and Google: inclusion, accessibility and usability are about the design process. Apart from clearly explaining how these terms are linked and can be used together, Google spells out accessible, inclusive and usable in a half hour video 

Infographic showing three groups of disability: permanent, temporary and situational. From Microsoft.
Microsoft infographic: Permanent, temporary, situational disability

The video also has some tips and tools for designers and shows how three different users have the same need: a man with a mobility disability (permanent), a boy with a broken arm (temporary) and a woman with an armful of shopping (situational). Microsoft designed an infographic to illustrate the point. 

Individual situations might be different but they all have the same need for accessibility. And people have the same goals they want to achieve regardless of their situation.

This instructional presentation is aimed at an audience interested in designing apps, particularly the second half of the video. However, the messages in the first half can be applied to other design disciplines. 

Co-designing for the digital world

If you want to create something really useful for intended users, asking them to participate in the design process is a good way to go. And that means the design of anything – guides and toolkits included. From Ireland comes a toolkit for co-designing for the digital world where participants are people with intellectual disability.

A series of iterative workshops involving people with intellectual disability formed the foundation of an accessible design toolkit.

A collage of faces from around the world and pictures of smartphones. co-design for the digital world.

Co-design is important in the area of digital design and computer interaction. However, projects that claim to be user-centred often become technology led rather than user driven. A university in Ireland teamed up with a community service that supports people with intellectual disability. With the guidance of researchers, computer science students and community service users engaged in a co-creation process from which a toolkit was developed.

The collaboration highlighted the need for accessible design resources and training materials for both students and users. While there are many resources on co-design processes, and design thinking, few address people with intellectual disability. Those that do exist are not accessible or suitable for people with intellectual disability.

The toolkit is about co-designing with people with intellectual disability. Two overarching principles emerged. Use simple English with short sentences and simpler grammatical structures. Provide visual aids – icons and images – to overcome literacy limitations.

The paper explains the co-creation process in detail. The authors call the users co-designers, which is confusing because co-design usually means all participants including designers.

Understanding the complex process of consent to participate had to be resolved for the users. Another difficulty was encouraging participants speak up about design flaws or issues.

The title of the paper is, An Inclusive Co-Design Toolkit for the Creation of Accessible
Digital Tools
.

From the abstract

Existing toolkits and resources to support co-design are not always accessible to designers and co-designers with disabilities. We present a study of a co-design process, where computer science students worked with service users with intellectual disabilities. The aim was to create digital applications together.

A series of co-design focus group sessions were conducted with service users previously involved in a co-design collaboration. The information from these sessions was used to devise an accessible design toolkit. This toolkit is intended to generate a sustainable resource to be reused in the student programme at TU Dublin but also in the wider community of inclusive design.

Editor’s comment: Most guides and toolkits are based on well-researched evidence, but the value of the evidence is sometimes lost in technicalities or too many words. A co-design process will seek out the key information that guideline users want and need.

Designing technology for all

one hand is holding a smart phone and the other is pointing at the screen.

It’s not just a matter of fairness. Technology is generally better for everyone if it’s designed for people with disability. People who are blind use the same smartphones as sighted people. They also use computers by using screen readers. But screen readers can’t improve the way websites are designed. A website that causes problems for a screen reader is likely to be more difficult for anyone. So designing for disability is designing technology for all. That’s universal design.

An article in The Conversation explains the issues in more detail. One of the issues for web designers is that prototyping software is not compatible with screen readers. Consequently they can’t get blind users to test their designs. It also means a blind designer wouldn’t be able to make mock-ups of their own.

The researchers said that accessibility is the hallmark of good technology. Many technologies that we take for granted were developed around disability. The article concludes that no matter how much empathy a designer has, it doesn’t replace the benefits of technology built by people who actually use it. 

The title of the article is, “Why getting more people with disabilities developing technology is good for everyone”.

See a screen reader in action in a previous post. 

Designing for Diversity and Inclusion

A mosaic of many different faces and nationalities. Designing for diversity.Inclusive design is often misunderstood as designing specifically for people with disability. Similarly, the term “diversity and inclusion” is associated with people from diverse backgrounds. Designing for diversity means both – designing for as many people as possible across age, ability and background

Dan Jenkins makes an important point in his article – the number of excluded people is often underestimated and capability is frequently thought of in terms of “can do” and “can’t do”. However, this black and white approach doesn’t cater for those who “can do a bit” or “could do more” if the design was tweaked. But then there is the role of designers themselves.

The Role of Designers

A page from a report showing that more than 50% of designers are male, and 80% are white.How do we design for the full-spectrum of user experience, if the designers themselves do not present a variety of experience and perspectives? Inherent in their role, user experience designers, or UX designers, are required to design the overall experience of a person using the product.

Fabricio Teixeira and Caio Braga believe that diversity generates diversity. Touching on topics such as diversity in the design industry, inclusion, equality and equity and gender, this series of five articles explores design from within the industry to explore the impact that designers have on people’s lives.

There are five articles in the series, Design is diversity: it’s time to talk about our role as designers:

The benefits of a diverse team

Is diversity a problem in the design industry?

Celebrating our differences and showing you (truly) care about inclusion

The difference between Equality and Equity in design

Ladies That UX on women in design and diversity.

How “the user” frames what designers see

Front cover of book Anthropology in BusinessUniversality in design gets a mention in the Handbook of Anthropology in Business. Megan Neese’s chapter raises a good point about terminology in the business world. She says, “Marketing teams talk about consumers. Research teams talk about respondents. Engineering teams talk about targets. Designers talk about users. These terms tend to be used simultaneously and somewhat interchangeably in corporations…”. So finding common ground is not always easy when developing a product.

Neese’s chapter discusses the many layers needed in any design, such as, culture, function, regulations, industry initiatives, and social trends. It is thoughtfully written and easy to read.

How “the User” Frames What Designers See: What Cultural Analysis Does to Change the Frame” is in the Handbook of Anthropology in Business, 2016.

Diversity, Design and Usability

An infographic wheel with Designing for Diversity at the hub, and the different factors mentioned in the text around the hub.The term ‘Diversity’ is often thought of as a cultural thing just as ‘Accessibility’ is thought of as disability thing. The concept of universal design doesn’t separate these and doesn’t separate them from what’s considered mainstream. That’s the meaning of inclusion and inclusiveness. But let’s not get hung up on the words. 

Diversity covers gender, ethnicity, age, size and shape, income, education, language, culture and customs. There is no Mr or Ms Average – it’s a mythical concept. Dan Jenkins writes about diversity as inclusion for the Design Council and makes this observation;

“Often, it’s a perceived efficiency-thoroughness trade off – a variant of the 80:20 rule, that crudely suggests that you can get it right for 80% of the people for 20% of the effort, while it takes a further 80% of the effort to get it right for the remaining 20%. However, much of the time it is simply that the designers haven’t thought enough about the diversity of the people who wish to interact with the product that they are designing, often because it’s not in the culture of the company.”

It’s not just disability

Similarly to Kat Holmes, Jenkins says to think of capability on three levels:

1.    Permanent (e.g. having one arm)
2.    Temporary (e.g. an arm injury)
3.    Situational (e.g. holding a small child)

“The market for people with one arm is relatively small, however, a product that can be used by people carrying a small child (or using one of their arms Infographic wheel with Usability in the centre. The next ring has three factors: Sensory, Physical and Cognitive. The outer rim expands on these three aspect.for another task) is much larger. As such, designing for the smaller market of permanent exclusions is often a very effective way of developing products that make the lives of a much wider group of customers more flexible, efficient and enjoyable.”

Jenkins reminds us that all our capabilities will be challenged eventually, either permanently or temporarily. That’s why designers need to think of the one arm analogy in their design thinking. Excellent easy read article from the Design Council. Infographics are taken from the article.

Much of Jenkins’ content is similar to Kat Holmes material and the Microsoft Inclusive Design Toolkit. There are three articles on this website that feature Kat Holmes:

What does inclusion actually mean?  

What is the meaning of inclusion in inclusive technology?  

Also Kat Holmes book, Mismatch: How Inclusion Shapes Design,

Colour blindness not just genetic

Colour blindness is an eye condition that changes the way people see colours. It doesn’t seem like a big thing to people who have normal colour vision. But when it comes to reading things like maps, it matters a lot. Graphs, maps, diagrams and other graphic information types often rely on colour to differentiate between elements and features.

With genetic colour blindness, men are about 16 times more likely to be affected than women. Injury or disease can also affect the ability to see certain colours.

A pile of brightly coloured squares sit untidily on top of each other. The colours are very bright.

Apart from genetic reasons, some health conditions increase the risk of developing colour blindness later in life. Macular degeneration, glaucoma, diabetes, dementia, and Parkinson’s disease can all affect colour vision. Because it happens later in life it often gets unnoticed and undiagnosed. Some medications might affect colour vision too. For more, see My Vision guides.

You are at greater risk of colour blindness if you are a white male and have family members with colour blindness.

Red-green colour vision deficiency occurs in 1 in 12 males with Northern European ancestry. For women it’s 1 in 200.

A middle aged white man wearing glasses

The Axess Lab website has some great tips for making graphics more inclusive. For example, putting text into pie charts, and labelling goods with colours not just showing them. Colour contrast matters too as you can see in the picture below.

Pie chart with different colours and their respective labels.
A pie chart with labels
A group of people standing holding a pink banner with the words You are Not Alone, but you can't see the word NOT because it is in pale red and blends into the background colour
A serious colour contrast fail in real life

Colours that are accessible

Colour diagram showing the three different types of colour vision deficiency

Colour is an important part of designers’ creative work. When it comes to colour accessibility the creative path takes a few twists and turns. That’s because people who say they are ‘colour blind’ are not all the same. Most can see some colours, but not all of them. So how can designers choose colours that are accessible, especially in digital communications?

Adobe has a blog page that explains the importance of choosing colours. Four images show the three different versions of colour vision deficiency, which are:

  1. Protanopia: Referred to as “red weakness,” this variation of red/green color blindness results in individuals being unable to perceive red light.
  2. Deuteranopia: Also known as “green weakness,” this type of red/green color blindness renders people unable to perceive any green light.
  3. Tritanopia: People who suffer from blue/yellow color blindness have difficulty distinguishing between blue and yellow colors. This form of color blindness is far less common than its red and green counterparts.

Graphic designers will appreciate the colour wheels and ways to avoid a conflict of colours. Examples of good colour choices show that designs can still be attractive as well as functional. You can try out the online Material Design accessible colour tool that provides information on colour contrasts for visual material. 

Readability and colour choice

Colour choice is also a factor in readability. The video below shows how easily we can be deceived by our eyes. It shows how two different shades of grey are actually the same. That’s why you can’t rely on judging contrast by eye.

Inclusive energy efficient home renovations

A case study from the Netherlands describes an inclusive process for designing energy-efficient home renovations. A neighbourhood of 280 apartments is the subject of the study. With a mix of homeowners, renters and social housing tenants, it was essential to involve residents in the renovation process.

Several tall apartment buildings situated next to a canal.  Energy efficient home renovations.

Involving residents in major renovations is essential for bringing together the technical and social aspects of design.

The principles of civic and energy justice underpinned the approach to the project. Given that the resulting designs will largely be the same for every home, they need to be inclusive and considerate of ongoing energy costs for everyone. That means an inclusive design process is required.

Participatory action research

Expert stakeholders and six residents were interviewed and 50 residents were observed and interviewed during a tour of the demonstration apartment. Mutual learning was a key part of the iterative process involving prototypes.

Attention was paid to diversity, accessibility of research materials and interview materials were both verbal and visual. Technical design features were part of the results, but values emerged from the process. These values were health, sustainability, property value, cost of living and comfort.

The paper goes into more detail on the findings and the process. As part of the process, researchers developed a renovation guide to help residents understand what the proposed changes mean for them. They acknowledged time constraints which meant residents did not have time to experience the apartment. Rather, they only had time to view it.

Recommendations

Recommendations for improving the process include:

  • Location. Any sessions should be in the neighbourhood and in an accessible venue.
  • Time. Different meeting and interview times will suit different people.
  • Invitations. The guide acts as an invitation but might not work for everyone.
  • Language. Dutch is a second language for some people so a session in English might be necessary.
  • Other options. Apart from meetings, phone and email should be available. Not everyone feels comfortable in a group.

The lessons from the paper could be applied in housing situations such as social housing and co-housing. It also adds to the literature on inclusive design and co-design, and participatory action research.

The title of the article is, Values arising from participatory inclusive design in a complex process. There are diagrams to illustrate the complexity of designing an entire home and it’s technical systems, indoor climate, the lives and values of residents, and connection to systems and services.

From the abstract

This paper addresses inclusive design in a situation of complexity and how to improve it. The focus is on the inclusive design of a complex process and its tools, which is increasingly an issue in systemic design challenges. The current situation of climate change means we need to work on sustainability and inclusion at the same time.

The paper presents a case study of an energetic renovation process and the stakeholders’ activities and views in it. In a research-through-design process, the paper traces the possibilities to intervene in the process with communication tools to increase inclusivity of both process and outcomes.

Energy efficiency and universal design

Are energy efficiency and universal design incompatible? Potentially. Energy efficiency has an engineering approach and universal design has a sociological approach. This is what makes them incompatible according to researchers in Belgium. Energy efficiency is a measurable product whereas universal design is a process. So how can they both be addressed in home renovations?  This was the topic of a conference paper in 2016.

Thinking has moved on and we now talk about sustainability from both perspectives and the importance of having both. However, this paper brings the concepts into the same conversation and highlights areas of potential conflict. The paper has some interesting and explanatory graphs and comparisons that are worth a look especially for academics and theorists. 

Roof of a house covered in solar panels

The title of the paper is, Energy Efficiency and Universal Design in Home Renovations – A Comparative Review

Danish Design Ladder and universal design

Discussing universal design and inclusive practice helps individuals to understand the concept of inclusion. But it’s organisational culture where the change is needed. Everyone has to have the same universal design mindset. The Danish Design Ladder is one way to apply universal design to organisations.

The 6 steps of the Danish Design Ladder
Extended Danish Design Ladder

Design isn’t just for products and websites. Design thinking is also good for designing business strategies and operations. It shapes the brand and business concept. In short, it is good for business, as Matt Davies says. 

The Danish Design Ladder is useful for understanding the power of design within organisations. Universal design thinking comes onto the ladder at Rung 3 – Design as a Process. 

Rungs of the Danish Design Ladder

1 Non-Design:  Design is invisible, product development is done by untrained designers. The user or customer has no part in decisions.

2 Design as Styling:  After the product is developed it is given to a designer to make it look nice. 

3 Design as Process:  This is where design is not the result but a way of thinking. Customers are now the focus of the design process. 

4 Design as Strategy:  Design is embedded in the leadership team to shape the overall business.

5 Design as Systemic Change:  Design is a way of changing systems to solve complex social problems.

6 Design as Culture:  Design is a common mindset, as a way to innovate, a way to listen and and a way to lead. 

An article by Bryan Hoedemaeckers, Are you getting the most out of Design explains more on this. The Ladder is a good way of conceptualising how to weave universal design thinking into the fabric of organisations. 

The Brisbane Olympic Games are less than 10 years away. There is talk of wanting them to be the most accessible games ever. The top three rungs of the Ladder, universal design as strategy, change and culture, will be essential for this outcome. The Legacy Strategy moves to the 4th step of the ladder, but the strategy is about places and things, not culture change. 

Australian researchers used the Danish Design Ladder in an action research project. The title of their paper is, Climbing the Design Ladder; Step by step. The researchers discuss other intermediate “steps” for bringing about culture change. The article is open access. 

Advances in Design for Inclusion

Front cover of the publication.

This book covers several topics in design: universal design; design for all; digital inclusion; universal usability; and accessibility of technologies regardless of users’ age, financial situation, education, geographic location, culture and language.

It has a special focus on accessibility for people with auditory, cognitive, neurological, and visual impairments, ageing populations, and mobility for those with special physical needs.

The title of the book is Advances in Design for Inclusion. It is an academic text, published by Springer, from the proceedings of the International Conference on Design for Inclusion held in Washington DC in July 2019. 

The chapters are diverse and specific. For example, yacht design;  automated vending machines; prisons; parking meters; garden objects; housing; city maps, built environment and much more. Chapters can be purchased separately if you don’t have institutional access.