9/1/11

Case Study: Designing An EMR For Small Family Medicine Practices, by Caroline Lu

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Lessons Learned From Listening
During one of my recent workshops, I was stunned by the nurses' reactions when I asked them what changes in their routine would make their lives easier. After an awkward silence--I thought I had inadvertently misspoken--one nurse replied, "Nobody really asks us that."

As designer/researchers at Mayo Clinic's Center for Innovation (CFI), we provide a forum and voice for collaboration and participatory creation. Being embedded designers affords incredible access to patients and providers. For one "deep-dive" activity, designers interviewed over 30 patients in the patient cafeteria. We can shadow providers to glimpse into their day-in-the-life. We are able to understand first-hand what happens during a patient examination. I will always remember one of my first patient exam observations when a physician told a ninety-seven-year-old woman that she had a polyp in her colon. I remember how her two granddaughters, who had accompanied her, reacted with the possibility of their grandmother having cancer. I remember how the grandmother used humor to mask her fear while asking a myriad of questions about the future, and how the physician gently touched her hand and said, "we'll cross that bridge when we get there."

Although rich and necessary information, user-centered research is not always welcomed or easy to corral in spite of being embedded in the institution. In wanting shiny new products and services, we move too quickly. This is a story about the lessons learned when we set aside our assumptions and slow down to listen and understand the needs of people.

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CASE STUDY 1
Looking Inward And Outward: Designing An EMR For Small Family Medicine Practices
The Center for Innovation was formed two years ago with the mission to transform the way health care is delivered. It is a multidisciplinary department of design researchers, project managers, administrators, physicians, business analysts, and quality, financial and IT consultants who work with both internal departments and external partners. Initiatives range from creating a culture of innovation within Mayo Clinic, to developing frameworks for future health and wellness services, to redesigning care team structures and prototyping new products.

When an external software company needed help in designing an electronic medical record (EMR) system for small family medicine practices, they approached the CFI. They had a prototype in progress and wanted our feedback. We proposed a brief pause in the production in order for us to understand the complexities of how an EMR would function, look, and feel.

As per the national government mandate that all family medicine practices must be on an electronic system by 2012, we had to create a system that complied with the functionality guidelines; however, we also wanted to design a system that complimented the practice. One of the main advantages to an electronic system is the ability to access and sort patient information. In the paper system, information is limited to whoever has the chart readily in-hand in the format at-hand. Another advantage to an EMR is the ability to communicate among the health "ecosystem" of pharmacies, laboratories, imaging facilities, and other providers, whereas the paper system required extra steps such as a phone call or fax for communication. Our concepts were about designing technology that enhanced what already works, not hinder it.

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We were granted six weeks to conduct design research in order to identify the challenges and possibilities, anxiety and excitement, advantages and pitfalls of being on an electronic system. It was also important to understand the relationship and idiosyncrasies within small practices--defined as having less than ten practicing physicians--in order to provide context for an EMR system.

Our primary research activity was based on the firsthand experiences of three small practices in Iowa, Wisconsin, and Minnesota. These three sites represented different stages of adoption of an electronic record system. We referred to a site that was on a paper system as the Side Liners. The Transitionals had recently transitioned to an electronic system and the Crossovers was a site that had been on an electronic system for over a year.

At each site, we shadowed every member of the practice who would use an EMR, including physicians, nurses, medical secretaries, administrators, and the front desk and medical records staff. We conducted group interviews asking about work culture and customs. Additionally, we used a "relationship map" to structure our interviews with the nurse managers, asking what kinds of communication (physical or electronic) were used to accomplish day-to-day tasks. At the Side Liner site, we led brainstorms about the expectations and fears of an EMR. At the Transitional and Crossover sites, we discussed what was lost and gained from having transitioned from a paper to an electronic system.

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Relationship map

Research revealed 99 observations around three themes: teamwork, workflow, and transition support. Within each theme we gained insights that informed design criteria as to how the EMR software should function.

Final deliverables included a presentation of the design process, insights, opportunities, user interface concepts, and final recommendations. Most importantly, our presentation made "converts" who came to believe in the importance of user-centered design research. This product is currently in production.

A Small Practice Is Like A Big Family
From working closely together, and for decades among some providers, people develop particular work habits that become accepted norms. Doctors and nurse teams are in sync to the point where, for example, it is understood that a Post-It note on a taller lotion bottle on a shelf indicates higher importance than a note on a shorter bottle.

In thinking about an EMR, we had to design for an environment where the workflow is implicit and learned over time. The ability to set up and customize the EMR within a practice to suit its own work habits was critical. For instance, customization for each clinic to define its own vocabulary was needed. Shared viewing of information also had to be available throughout the practice, rather than assigning different allowable page views to different work roles or individuals. We observed that in small practices immediate communication is physical and personal--it is easier and faster to write a Post-It note or walk down the hallway to ask someone a question. In turn, when electronic communication is used, the EMR must provide seamless and accessible communication among the staff and outside providers such as pharmacies and labs. This includes feedback mechanisms that create confidence that communication is indeed received and heard.

Small Practices Are High Volume And Fast Paced. Efficiency Means Everything.
Providers at small family practices see an average of thirty patients per day, roughly sixteen minutes per patient. Five to ten minutes is dedicated to rooming the patient while a nurse measures vital functions, updates patient information, and reviews health maintenance. The remaining six to eleven minutes is spent with the physician. Patients who visit for acute conditions need about ten to fifteen minutes with the physician. Clearly, efficiency means everything in this fast-paced environment.

At the Side Liner site, we noticed how a physician had set up his patient's paper chart so that it allowed him to quickly assess the patient and keep the workflow moving.

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Sketch

Inspired by this observation, our EMR concept incorporated an electronic clipboard feature to allow for a quick view of pertinent patient information. In mimicking how the doctor/nurse team functioned in a paper system, the initial concept imagined the nurse to prepare the clipboard in the EMR with critical information for the physician to readily view. User feedback suggested using the clipboard to manage chronic diseases such as diabetes and hypertension. In response, the EMR design included automated aggregation of certain patient information, thus reducing the prep time for the nurse.

A Small Practice With High Expectations.
Our research revealed an irony in the views of all three sites we visited in how they felt about paper versus electronic records system. The Sideliners had high expectations about what an EMR could do in terms of organization and paper pushing as they hoped "the EMR will reduce or eliminate that." However, at the Transtionals and Crossover sites, they expressed frustration about the EMR. The organization and access of information was actually easier in the paper system. They also felt distrust in the EMR. Providers were not confident that the information in the EMR was complete, accurate or up-to-date. As a result, they did double-work in both paper and electronic environment.

Our user interface concepts were based on the metaphor of a paper charting system. For example, the organizational structure of tabs and color-coding made for a "refreshing vision compared to other EMRs I have seen," one physician commented. Another quick view option we designed was for a longitudinal view of the patient. In addition to seeing a patient's episodic care, providers can enter into this view and see information about previous visits, medications, symptoms, etc., mapped over time.

Family Medicine Is 'Womb To Tomb' Care.
Providers and patients have an intimate and potentially life-long relationship with each other. Both parties need to be trained and prepared for a transition from a paper to electronic system in order to maintain this relationship. At the Sideliners site, providers were concerned that patients would leave the practice because they were not up-to-date or comfortable with using an EMR. Another potential consequence to improper training and preparation was that some physicians threatened to leave the practice.

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Adoption diagram

Small practices do not have the support system that larger organizations have. "You can't just buy something. These are providers here. If you don't have a person to help transition, who gets you up and running?" asks a systems analyst who was on sabbatical.

At the Crossover site, we observed a problem with the equipment location of the computer. Some providers felt that having the computer in the room compromised their relationship with the patient because they were talking to the computer the rather than the person.

As part of the EMR software, we proposed a package including: support services in organizing the appropriate working teams together to account for equipment decisions, data transfer, staff training, and community preparation as technical glitches and long waits could be anticipated as the staff gets accustomed to the new system.

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Exam room

LESSON LEARNED: People Like Being Heard
After a presentation, one of our guests from the engineering department thanked us for giving him the opportunity to participate. I was shocked as I couldn't have imagined doing the project without the engineer's input. Our design research depends on collaboration, the voice, and perspective of others. If any gratitude was to be given, it was to him for his willingness to participate.

Caroline Lu is one of eight designer/researchers at Mayo Clinic's Center For Innovation in Rochester, Minnesota. Recognition to design partner, Leslie Ruckman, who worked on this highlighted project.

Case Study: Social Design Thrives in Baltimore, by Andrew Shea

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Urban blight has a grip on large sections of East Baltimore. Some see the high crime, drug use, and boarded-up buildings as signs that its neighborhoods will never recover. But graphic designers at Maryland Institute College of Art (MICA) remain optimistic. Each semester, students set out to spur lasting social change by teaming up with communities throughout Baltimore. Over the past several years two of MICA's undergraduate graphic design classes have been dedicated to the mission of achieving social change through design and a new Master of Arts in Social Design starts this Fall.

The Design Coalition was created by Bernard Canniffe in 2001 and is now taught by Ryan Clifford. Students in this class focus on "learning the principles of social and community-based design." The Center for Design Practice (CDP) is a more advanced multidisciplinary studio that was founded by Mike Weikert. Weikert's students team up with local organizations and tackle social problems for a whole semester. Although I recently wrote about one of their projects on Core77--an energy-saving initiative--I have spent more time learning about their partnership with Johns Hopkins University to rejuvenate The CareS Mobile Safety Center, a vehicle that tours throughout Baltimore and teaches families about home safety.

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Mike Weikert leads students through a brainstorming session.

This project will be featured in a book that I am writing, along with 19 other projects from graphic designers and educators who worked with community advocates to understand and combat complex social problems. The book will include analysis from each contributor about their process and their combined insights will form a set of strategies that young designers might use to engage communities.

The CareS Mobile Safety Center is a colorfully-painted, 40-foot vehicle that has a retrofitted interior that makes it look like a normal home. Visitors can learn how to prevent burns, poisoning, falls, strangulation, and other unintended injuries in the home. It meets an important need in Baltimore City, where childhood death due to fire reached four times the national average from 2002 to 2005.[1]

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The Johns Hopkins Center for Injury Research and Policy created this interactive "house on wheels" in 2004, which attracted 18,000 visitors through 2009,[2] most of whom reported learning something new during their tour.[3] Yet the CareS vehicle needed to communicate more effectively to Baltimore's growing Hispanic communities, so they asked the Center for Design Practice to modify the existing design of the CareS vehicle in a way that reaches both English and Spanish speaking audiences.

The CDP has been part of a variety of initiatives since its inception in 2007: promoting arts education and better nutrition, raising awareness about lead poisoning and food deserts in Baltimore City, among others. Working on the CareS vehicle was a natural fit for the program.

Weikert interviewed and chose five graphic design students to partner with the CareS team. Their research started in a Latino neighborhood where they saw how home safety is advertised to bilingual audiences. They also took a 45-minute tour of the CareS vehicle, during which the students took note of some of the risky behavior exhibited in the vehicle--a pan handle extending in front of the kitchen stove, toys littering the staircase, an upright toilet seat in the bathroom, and they even experienced a room filling up with smoke to simulate a fire. Stephanie Parsons, who leads these tours, explained each hazard and how to prevent injuries.

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Stephanie Parsons gives the CDP team through the CareS Mobile Safey Center.

Bright graphics help visitors remember what they learned, but the students designed some prototypes that might improve and broaden the messages. They took their designs to focus groups filled with both English and Spanish-speaking parents who shared their own home-safety practices. Parents emphasized the need for interactive education and the use of pictures and diagrams in educational materials. Some also reported that they would be hesitant to visit CareS since they could not tell what type of services were being offered from the graphics on the vehicle.

The students acted on this feedback. Together with their CareS partner, they decided to create new materials and products that are more direct, participatory, physical (to reduce the need for written language), and universal (so that it communicates to everyone regardless of literacy or language spoken).

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Their designs included a poster in both Spanish and English that invites hesitant onlookers to enter the vehicle. The inside of the vehicle did not change, but the students designed a set of universal graphics (a green check mark and a red "x" mark) to increase participation and improve the way Parsons gives the tour. Visitors now guess which exhibits are safety hazards and which are safety precautions. Correct guesses result in Parsons attaching the green sign to the exhibit. Parsons puts a red sign on the exhibit when visitors guess incorrectly and explains the hazard. Not only does this system communicate more effectively to bilingual visitors, but it also creates a more engaging tour. "One of the major things we learned from the design students is the power of simplicity," Parsons admitted. "As health educators, I think we have an urge to give all the information that we have available but, as we learned through focus groups and from the students, less is more."

The students incorporated the icon system on a take-home handout that depicts a four-story home with both safety hazards and precautions. Another series of handouts follows the format of a triptych to show possible hazards (toys on a staircase), how someone might be injured by the hazard (tripping down the stairs), and how to prevent the hazard (storing the toys in a safe place).

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While the designs seem destined to reach a larger audience, Weikert admits that "it would be useful to be involved in the assessment of the tools we created...to see if our process and solutions yield tangible results." The CareS team waits for more funds to produce these designs but "once those funds arrive, the designs will be produced and evaluated," Parsons promises.

Funding proves to be a major issue for most designers who want to work with underserved communities. Another section of my book features sustainable, grassroots fundraising solutions that designers might use to pay for the time and production of these projects.

Weikert seems happy with these outcomes. "The biggest challenge is time," he said, "but we did a really thorough job for the scope of the 16-week project." Weikert will get more time to work on projects like this as he takes on the role of Director of the new Master of Arts in Social Design this Fall. The program continues MICA's tradition of "pioneering the integration of art and design with civic engagement." The program underscores "the designer's role and responsibility in society, specifically the belief that social change can happen through design."

Students will spend the first part of each project getting to know their audience and understand their problems and objectives. "We don't have pre-conceived ideas of what the problems are or what the solutions should be," Weikert explained. "We engage first and work WITH not for the community to understand what is important to them, and what issues need addressed. We also advocate a collaborative approach," he said, evidenced by the program's impressive rotation of Faculty Advisors, including John Bielenberg (Director of Project M) and Emily Pilloton (Director of Project H Design).

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"MICA PLACE" in East Baltimore.

"We're not attempting to simply send designers out in the world to tackle these social issues," Weikert continues. "We are attempting to understand the issues we face and become part of the solution. To investigate ways designers can sit at the table with community members, advocates, law makers, or public health professionals and work together to address them. How can designers and the design process be incorporated into the mix?"

According to the program website, "tangible outcomes could include advancement in public policy, changes in lifestyle habits, or mass awareness of important issues. Students emerge from the program with the investigative, problem-solving, and project management skills needed to affect social challenges." Throughout the process, students develop their own voices as socially-responsible designers and prepare to assume leadership roles in the profession.

One of the most striking benefits of this new program will prove to be its location in the heart of East Baltimore. The recently renovated 24,000 square foot building once held the chancellery and former school of the St. Wenceslaus Church. It now includes two floors of apartments that will be available for students in the program, as well as students from MICA's Community Arts masters program and Johns Hopkins University's School of Public Health. The building will also include design studios, classrooms, and flexible spaces that will allow for year-round community engagement and design-related programming. "The idea of becoming part of the community where you will be working is a pretty significant point of difference for the program," Weikert says. "Imagine living, working, and engaging with a community 24/7."Â

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East Baltimore community members gather at MICA PLACE during the building dedication.

Learn more about the Master of Arts in Social Design at MICA and visit mywebsite to learn more about my book.


Andrew Shea is a multidisciplinary graphic designer and writer living in New York City. His projects have involved designing identities, motion graphics, web sites, exhibition graphics, publications, as well as copywriting and art directing. Shea looks for projects that challenge his thinking and form-making skills, but is especially interested in collaborating with non-profits and civic organizations that need help to address complex social problems in ways that might spur lasting social change.




[1] Baltimore City Health Department (2008). Childhood Injury Deaths in Baltimore City, 2002-2006.

[2] McGroarty, Kira, McDonald, Eileen, Parsons, Stephanie, Gielen, Andrea (11/06/2009) The CARES Safety Center: A Mobile Injury Prevention Center for Urban Families, SOPHE 60th Annual Meeting

[3] Johns Hopkins Bloomberg School of Public Health, Public Health News Center, 06/29/2009, http://www.jhsph.edu/publichealthnews/articles/2009/gielen_injury_ads.html

Case Study: Humanair Air Purifier, by Peter Hall

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The Humanair

With its focus on the design of the comfortable workplace, it would seem logical for the ergonomic equipment maker Humanscale to turn its attention to the quality of indoor air. Indoor air is, according to the Environmental Protection Agency, one of the top five environmental health risks in the United States. But designing the air is no easy task. To clean the air of even one room is an energy-inefficient undertaking, constantly compromised by the fact that no room is sealed, and people bring in dirty air every time they open a door.

After four years in design development, and much longer in gestation, a desktop air purifier was launched by Humanscale at the end of last year. The Humanair makes an intriguing case study. The product went through several iterations in pursuit of Humanscale's hunch that a localized solution was considerably more efficient than cleaning the air of an entire room. Since people actually spend most of their indoor time in one spot (in bed, on the couch, or at a desk), clean air could be delivered to local "zones" around the user.

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Electrostatic precipitation (ESP) air cleaning

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Humanscale's "clean air zone" concept.

The technology itself brought its own challenges. Current systems use either the HEPA (high efficiency particulate air) or ESP (electrostatic precipitation) method of cleaning air. HEPA systems force air through tightly woven filters that trap particles, a method that is noisy--due to the drop in pressure caused by blowing air through a dense surface--and can be expensive, particularly if installed in centralized air conditioning and heating units. ESP systems first charge air in a "corona" field (high voltage, low current) before trapping the charged particles in some sort of conductive filter. This method proved highly popular due to its silent operation, but became plagued by controversy over claims by The Sharper Image about the performance of its ESP purifier Ionic Breeze. In fact, the entire air purifier industry was thrown into turmoil during the development of the Humanair after a court battle between Sharper Image and Consumer Reports culminated in bankruptcy proceedings for the retailer. Humanscale's product, which is based on the ESP technology, was taken back to the drawing board several times to ensure that it would bring something new to the genre, redefining the ESP category.

In essence, Humanscale set three goals: The new product had to be virtually silent (since it would sit next to the user); it had to be virtually breeze-free so as not to cause dry eyes (or distractions); and it had to produce no ozone. This last point proved to be particularly critical.

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Inventor Andrzej Loreth in his studio.

Origins
Andrzej Loreth, a Polish-born inventor based in Sweden, first began experimenting with air purifiers in 1994, when he discovered that it was possible to create an effective filter out of folded paper rather than the charged metal plates conventionally used in ESP-based purifiers. He also noted that the ozone gas produced as a by-product of charging the ions in the air was reduced to barely measurable amounts by using the paper filter, a lower current and larger ionization chamber. Ozone is useful in the earth's upper atmosphere for protecting us from ultraviolet light, but at ground level is an irritant known to damage human and animal respiratory systems. The EPA sets a safe ozone limit at 50 parts per billion.

Early Prototypes
One driving concern surfaced in the early stages of the project. Visiting Loreth's studio in Sweden in early 2007, Humanscale designer Stefan Spoerl observed that Loreth's air purifiers were hand-built and fine-tuned to achieve high performance; the size of the units was not a concern. For Humanscale however, conscious of the limited real-estate of the desktop, size was tantamount.

The design team began sculpting initial foamcore prototypes that suggested an 18-inch long lozenge shape would offer a discreet form for the desktop and house the three main components of the unit: two fans at the base, a charging chamber around a central high voltage corona wire, and at the top, the paper filter.

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Early concepts

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Early lozenge-shaped prototype. (2007)

Around the Spring of 2007, Humanscale presented the air purifier concept to curators from the Museum of Modern Art as a candidate for MoMA's then-upcoming future technologies exhibition, "Design and the Elastic Mind." Although the exhibition sought ideas and technologies rather than finished forms, Humanscale built a prototype suitable for a MoMA display, developing the lozenge shape with a fine exterior mesh intended to support circulation of air while expressing the unit's function. The prototype gained some early publicity for the project when the show opened the following year, even though subsequent iterations found the mesh patterns to be too restrictive and the lozenge shape inadequate for the performance criteria.

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Prototype exhibited at MoMA's "Design and the Elastic Mind" exhibition. (2008)

Change of Direction
By the Fall of that year, however, Spoerl and engineer Brad Augustine were having misgivings about the whole "small is better" premise. Whereas Loreth's larger units seemed to have no trouble cleaning large zones of air with the production of trace elements of ozone, as soon as the same technology was packed in a compact desktop unit, the performance went down and the ozone count went up. Spoerl and Augustine arrived at an internal meeting in October armed with their first real data from in-house tests with three different units. The clear performer in tests was not the tower or an evolved version of the MoMA prototype, but a round unit with a circular filter and two fans that Loreth had provided at an earlier date, but which had been rejected because of its relatively large size and conspicuous form. All three models performed with 99 per cent efficiency, but only the larger round unit could effectively clean a two-foot zone around the fan. This seemed to be entirely due to a larger filter surface. Where the smaller unit and the behind-monitor tower configuration were cleaning between 1.5 and 24 per cent of the air at a distance of two feet, the round unit was cleaning more than three times that, at 83 per cent.

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Tests of three different configurations: At a distance of two feet, the round unit (C) was cleaning more than 3 times the air than the others. (2007)

The Humanscale team made a decision to pursue the round form, but also to continue development of two additional units, a smaller and a room-sized version. The project was gaining momentum, as the designers sensed they had honed a mass-producible form, and began sourcing the plastic parts.

The nuances of air cleaning were sharply in focus now, since the team was already testing prototypes in off-site laboratories. Team member experience at bringing air purifiers to market stressed the importance of testing early for certification, and clarified which tests were widely recognized. Specifically, the Clean Air Delivery Rate, or CADR, introduced by the Association of Home Appliance Manufacturers in the early 1980s is used by all air cleaner manufacturers and recognized by Government agencies. It tests both the volume of air cleaned, how well it removes pollutants, as well as whether any ozone is produced in the cleaning.

CADR has its drawbacks: it does not measure unit size, power or noise in tests. Many manufacturers, particularly those using the HEPA method of air cleaning by forcing air through a tightly woven fiberglass filter, achieve high CADR at the cost of high noise.

Tests at this point included laying out the internal components of the purifier on a "breadboard" with transformers allowing minute adjustments in current and voltage. The goal was to achieve maximum cleaning efficiency with minimum current, but the extreme sensitivity of the system was proving perplexing, particularly when the components were moved into a housing. "The corona wire was quite variable," recalls marketing executive, Shane Cohan, "and there were also variations in wire thickness, humidity and power source to contend with. We were pulling our hair out."

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Testing components on a breadboard to fine tune between current and efficiency. (2008)

The project had reached a crossroads, one road moving toward production and the other going back to the drawing board. In favor of going forward was a strong sense of urgency and momentum, with Augustine and Spoerl booking ten CADR tests a day of its prototypes in a laboratory in Courtland, NY. But inconsistencies were still emerging between prototypes, and, back in Sweden, Loreth was making a new case for a unit with more fans.

New Direction
At certain eureka moments in design projects, Buckminster Fuller's notion of ephemeralization, or "doing more with less", seems a valid description of why one particular change works so well. At a point in mid-2008, Loreth delivered a radical change to the internal component array: instead of using a corona wire to create a charged air chamber inside the unit, he had returned to an earlier method of using a brush to create the corona field outside the unit. Air would be drawn toward the back of the unit, charged in the corona field, and the charged particles would attach themselves to the paper filter at the front. In this way, the unit could be made smaller while allowing the designers to increase the number of fans, thereby improving the CADR without adding noise or air turbulence.

The downside of Loreth's latest solution was that all of the regulatory work on the previous protoype would have to be scrapped, and the unit redesigned. On the upside, it turned out that using a brush had the effect of stabilizing the performance of the prototypes, so that the ozone count was consistently close to undetectable. Loreth's adjustment meant that the Humanair could improve its performance within a smaller unit, and potentially with less variables in the testing.

Spoerl and Augustine began developing new working prototypes, increasing the number of fans to three and finally four, in a grid arrangement behind the filter. Humanscale had committed to debuting the product at NeoCon of that year, and further CADR testing was scheduled to be soon underway. In the tests, the lessons of the previous round proved invaluable.

The concept prototype unveiled at NeoCon 2009 was by no means fully resolved but subtly hinted at the innovations inside: In plan view, the flat base of the unit suggested the exact perimeter of the corona field, which takes the shape of a jelly mold; in profile, the unit had the form of a letter "L." The base, initially articulated, allowed the user to adjust the angle of the device but this function was eventually dropped as unnecessary, which helped to save manufacturing costs.

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Prototype launched at NeoCon. (2009)

Final Design
After NeoCon 2009, the product took one last formal shift under the new design director Mark McKenna, to emphasize the circular geometry of the functions inside (the corona field and circular filter) and in accentuating its role as a housing for the filter, gain a streamlined, more sculpted edge. This, too, was in response to the question of how to make it easy for users to change the paper filter and VOC filter, which is required periodically.

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Final design launched at Neocon. (2010)

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Filter changing procedure.

In the final design, the front of the unit features a large circular grille that is opened by pressing a disk in the center. The disk mechanism solved several problems at once: Since the paper filter cannot be folded to the tightest point of its center, it has a ring shape, with a hole in the middle. This provided both a mounting and contact point and a place for the opening mechanism. Pressing the disk immediately activates a kill switch.

Considerable attention was paid by the design team to this one key interactive moment. Since it was important that the filter be easy to replace, it seemed unnecessary to have a strict orientation, that is, the circular outer grill had to be replacable in any orientation. For this reason, the Humanscale logo was eventually placed under the removable panel, rather than on the disk itself.

More Testing
A corporate decision to make all of Humanscale's low voltage products 24 volts DC, (an emerging industry standard) had the unexpected benefit of making the certification process for the new design easier. Several regulatory hurdles were circumvented by dropping to DC from AC, including the need to have flame resistant materials throughout. Less easy was troubleshooting the final design, since the Humanair's low current is transformed into high voltage of up to 5,000 volts inside the unit to create the corona field and attract particles. Comparable to static electricity, the high voltage created several unexpected challenges as the designers began to put together working prototypes. "We were used to dealing with standard electricity," says McKenna. "With this unit we're turning air into a conductor--we were inadvertantly creating small voltage fields all over the inside of the unit."

Tests of the prototypes were initially perplexing. "The units, when they were apart on the breadboard would work well but when we stuck them inside the housing they didn't work," says McKenna. "We spent a few intense weeks going through every single connection and checking it, learning about shielding, shortening power losses, the differences between glues."

For example, the designers realized that the axles in the small computer-style fans in the prototype were distorting the corona shape because they were metal. Placing small pieces of tape over the fans increased the unit's performance dramatically. At another point, the designers realized that a white glue used in the paper filter, even when dry, contained enough moisture to conduct electricity. "We replaced it with hot glue and went from five percent to a hundred percent performance," says McKenna.

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More troubleshooting: Hot glue provides the answer.

By September of 2009, with a robust prototype ready for production, the design team began finalizing part engineering and working with a new manufacturer on tooling. In February 2010, the product was ready for final certifications. Somewhat nerve-wracking was the fact that final certification of the product can only happen after it has been tooled up, leading to the possibility that any significant design changes required to pass certification would also require expensive tooling changes. Augustine notes that a wise strategy is to get to know testing labs well in advance of tooling. "Go early and go often," he says.

Final hurdle
While subsequent tooling stages through the early part of 2010 revealed fairly typical manufacturing issues, one problem emerged in the pilot run that summed up the unusual nature and sensitivity of the Humanair. The pilot unit, which arrived in April 2010, was not achieving optimum performance due to, it was discovered, a change in the manufacture of the paper filter. Closer inspection revealed that conductivity was being affected by the carbon content of the ink strip on the paper filter, and how the ink was applied to the paper. Augustine reflects that this last hiccup was endemic of the whole project, where many of the challenges were in translating an invention into a product. "It's a great example of what was so hard about this project. There's an inventor but it's our responsibility to bring it to production. We never had a discussion with the inventor about how thick the ink should be."

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Troubleshooting the ink to control conductivity in a high-voltage environment.

Conclusion
With few exceptions, corporate marketing strategies rarely involve detailed accounts of a product's development. In the case of the Humanair, however, the dogged pursuit of a singular vision--of a small, silent, energy efficient unit that cleans the air without adding noise or pollution to it--makes a compelling design story. Perhaps the home truth of the product's four-year development is that achieving a simple goal takes a great deal of effort.

Peter Hall is senior lecturer in design at the University of Texas at Austin, where his research focuses on mapping as a design process. He has written widely about design in its various forms, including gaming, elevators, bridges, neon lights and office chairs, for publications including Metropolis, I.D. Magazine, and The Guardian. His books includeElse/Where: Mapping (2006), Tibor Kalman: Perverse Optimist (1998) andSagmeister: Made You Look (2001). Since 2006 he has been Vice President and co-organizer of DesignInquiry, a non-profit educational organization devoted to researching design topics at intensive, team based gatherings.

Eames Powers of Ten Video Response Competition Deadline Extended!

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We realize with the holidays and all that some people need a bit of extra time to complete and upload their videos, storyboards, and sketches, so we're extending the to the deadline to the Powers of Ten Video Response Competition to February 2nd. (That's nicely 2/2/11 in the spirit of things). If you'd like to participate there's plenty of time to create, post, comment or vote.

Here's the URL to jump right in: http://bit.ly/fIeyUe

The Jury winner gets:

- $2,000 cash
- Eames Molded Plywood Lounge Chair (Value $1,250)
- $2,000 donation to the Eames Foundation in the name of the winner (includes a tour of the Eames House; travel not included)
- In addition, to watch and read from their Eames chair, the Grand Prize winner will also receive:
- A boxed set of volumes 1 through 6 of the Eames Films; Including of course Powers of Ten, among over 40 films
- A vintage copy of the Eames Office book 'Images of Early America'
- A copy of 'The recent 100 Quotes by Charles Eames'
- An Eames Primer by Eames Demetrios

The Popular vote winner gets:
- $1,000 in cash
- Eames Molded Plywood Lounge Chair (Value $1250)

Those are some sweet prizes!

On the jury, we've got Eames Demetrios, Paola Antonelli, Adam Bly, Ayse Birsel, Gary Hustwit, and Allan Chochinov. Find the brief and all details here: http://bit.ly/hEa5kK.

And to inspire you, we've chosen 5 of the latest entries so far. Just click the image to load up the video (sorry, embeds next week:)


The delightful (and labor intensive) The Night Before 10/10 by giltastic
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The provocative Power of Ten Days by sgthackston
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The very clever Powers of Proportion by jasonamorris
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The irresistible The Powers of X by designpanda
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And the irreverent (and kinda brilliant) Nest of Power by jhhl
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Get in the game and we may feature your's in an upcoming blog post!

The Product Design Show launches (Ep. 1, Bicycle Design)

Yesterday Engineering.com launched The Product Design Show, a web-based program looking at the design of consumer and industrial products. As the website's name suggests, the show is geared more towards engineering than industrial design, but it's cool nonetheless.

Episode One is on "Designing a Better Bicycle," and future installments will cover power tools and food processing equipment. Best of all, it will air regularly (every Thursday). Today's a Friday, so steal some time to check it out:


Core77