Who is Joe User?

Blog post by darkwyrm on Mon, 2007-07-09 12:45

A couple of articles I just read (here and its rebuttal) are written by Linux users about why Linux is the best and how to get a regular person (hereafter referred to as Joe User) to start using Linux. To save you the time of reading the two articles, the first is entitled "Understanding the Common User: Everything should be as simple as it is, " by Keyto. The article is partly about how a Common User thinks, but primarily that quite a lot of the problem with Linux is the current users -- geeks who have trouble relating to Joe at Joe's level of expertise instead of the geek's level. The rebuttal "Get Real or How NOT To Convert Your Grandma to Linux," by Karol Trojanowski, advises that Linux users shouldn't try to "convert" everyone and why. A quote from the article describes Linux perfectly: "A wand does magic in a wizard's hand. Otherwise, it's just a stick." All too true. Many of the problems that Linux advocates face are the same ones that BeOS proponents struggle with. The first step to effective persuasion is understanding the audience, so who exactly is Joe User, anyway?


Before I detail what kind of person Joe User is, allow me to add some information about myself for context. I am a BeOS user since the release of R5 Personal Edition in March of 2000 and an active developer of BeOS programs (and Haiku) since November of the same year. Most of my computer expertise initially came from tinkering, reading, and then formal training as a Level 1 helpdesk monkey for the college that I attended. Since those 2 1/2 years of helping college students, I have been helping many, many friends, family, and acquaintances with the perils and problems of Windows. I currently am the resident computer geek for a sizable multi-campus private school in Ohio, mostly maintaining a network of about 20 machines and teaching computer classes to the students. I know more than a couple non-geeks, needless to say, and I have experience in serving their needs. When it comes to Linux itself, I am a novice, but not clueless. Over the years, I have worked with Debian, Fedora, Gentoo, Linspire, and Ubuntu. I understand where Joe User comes from concerning Linux because I've wanted to use it without learning all the internal workings even though I am easily geek enough to do so.


Most of the problems with OS advocacy stems from conflicting viewpoints on computers: one viewpoint loves technology and is ever finding new uses for it. The other viewpoint looks at technology as a means to an end, e.g. a tool and nothing more. For the sake of reference, I will refer to these two camps as the technologists and the utilitarians. They are worlds apart in their thinking. Here is my attempt to explain a utilitarian world to a group of technologists.

Bill Geek, Meet Joe User

While I have met many different Joes in my life so far, most of them think the same way about computers. Allow me to introduce you to one of them, named Dave. Computers, for Dave, are a necessary evil. They are expensive to buy and maintain. He can't seem to figure out how the spyware can get on his computer. He once opened an attachment from a relative and it ruined his machine. He lost all of his documents and spent $300 to have the Geek Squad fix the damage. It's upsetting, too, because one of the documents was a proposal he'd been working on for six months and he had to start all over. Thankfully, that's over and done with now. It seems to Dave like computers are a series of problems as he's trying to get his work done. Good thing his brother Jack is an expert at computers and helps him out whenever Dave has a problem.

Conversational Soundbits

These are bits of conversations that Dave has had with his brother Jack. Any of them sound familiar?

Jack: What version of Windows are you using?
Dave: Word 2003
Jack: *shudders* That would be Office.
Dave: What do you mean?

Dave: Jack, my Internet's broken.
Jack: What do you mean?
Dave: My e-mail program gave me a message about a server, but I can't remember exactly what it said.

Dave: I want to get Vista
Jack: You'll need to get a new computer
Dave: Why?
Jack: Because your computer is too old.
Dave: But I just bought this one four years ago! That isn't old! Why should I pony up another $500?


Some of you are probably nodding your heads about some of these. They illustrate the vast differences between technologists and utilitarians. You probably could think of quite a few more -- tales of broken cupholders, spyware-infested boxes, 2005 OpenGL games bought from Wal-Mart for a Windows 95 machine, and other shiver-inspiring stories.

Fast Facts About Joe

Here are some more useful things to know about Joe User:

  • Joe does not know or care what an operating system is. Telling him about the wonders of BeOS' massively multithreaded goodness and how it makes everything faster is like trying to explain why the Wankel rotary engine in Mazda RX-7s is better than the standard four-stroke engine of, say, a Miata. All Joe can see is that they're both nice-looking cars but that no one except a dealership will fix the RX-7.
  • Joe does not understand computerese. Computer geeks are the opposite of most doctors: they will explain everything using computer language and Joe doesn't have the slightest clue what any of it means. Virtualization is still a mystery to him.
  • Joe is not, contrary to geek opinion, stupid. His priorities and expertise are elsewhere. Some Joes have PHDs in Education, History, or Sociology.
  • Joe is busy. Too busy to bother with trying to navigate a poorly-written help manual for a badly-designed program that he has to use.
  • Joe doesn't like to change. Learning a new program (let alone another OS) takes a lot of time and is stressful for Joe, so he uses what he knows.
  • Joe is confused, frustrated, or upset when the computer does something he doesn't understand. Which, unfortunately, is quite often.

Conclusions

Technologists should treat utilitarians with compassion and patience. They can be taught, but typically not in a classroom or even a tutor type of environment. Over the years that we have been married, my utilitarian wife does quite well with computers and knows more than many of the other teachers at the school we work for. She does have her struggles, though. What she knows has been learned on-the-fly and used in the work that she does. Recognizing the differences between Bill Geek and Joe User is the first step to true OS advocacy. How do we technologists put all of this information to use? That is an
article for another time, dear reader. :)

Comments

Re: Who is Joe User?

Great article.

Re: Who is Joe User?

Sounds like my father ;)

When I was working as a support technician I use to imagine that I was explaining to him when I was talking to a customer.

Really nice article and that’s how we will win windows user over :)

Re: Who is Joe User?

Good article, indeed.

Re: Who is Joe User?

Another very nice article. I think knowing and understanding these basics is essential for creating good software.

Re: Who is Joe User?

My opinion would simply be: for the love of god, leave Joe a rest !

When starting a new solution (from a simple zip software to a complete OS or Office suite), why focusing on Joe ??? He will never use it... perhaps he will test it, but never before v3.0.

The more i see different Joes using computers, the more i thing "never an OS will fill all people needs !" My girlfriend records and watchs DVB-T on her laptop and plays Sims. My mother use her dental radio system with a USB digital sensor, i develop websites using php/mysql and Flash. My co-worker (a freaky geek) can't stop his hands coding under Linux. Another one is a Mac addicted, doing massive video things. Others can works on another OS that Mac due of latency of Windows when it comes about sounds manipulation.

So to me, focusing Haiku as an everybody OS would simply be a mistake, cause it's impossible ! Also, if focusing on Joe, i would add a new line on list:
- Joe likes sexy stuffs ! He don't care if Vista is damn slow cause it looks sexy to him
And here, we have to be honnest: the BeOS UI is efficient, quick, responsivness, clear ... but no way sexy to Joe.

Why not leave Joe alone and start to make something for him after R2 ? Let's look reality in the eye, Haiku will reach as much users that Linux has, at least for the next 5 or 7 years.

Re: Who is Joe User?

beosfrance wrote:

When starting a new solution (from a simple zip software to a complete OS or Office suite), why focusing on Joe ??? He will never use it... perhaps he will test it, but never before v3.0.

While Joe most likely will not go out of his way to try something new, I can guarantee you that he won't _want_ to use it if it's hard to use.

beosfrance wrote:

The more i see different Joes using computers, the more i thing "never an OS will fill all people needs !" My girlfriend records and watchs DVB-T on her laptop and plays Sims. My mother use her dental radio system with a USB digital sensor, i develop websites using php/mysql and Flash. My co-worker (a freaky geek) can't stop his hands coding under Linux. Another one is a Mac addicted, doing massive video things. Others can works on another OS that Mac due of latency of Windows when it comes about sounds manipulation.

While I don't know about your girlfriend and your mother -- I certainly don't know them -- if someone is concerned about technical details like latency, they are not Joe. Primarily, the people that I think of when I refer to average users are people that generally use the computer for office work (word processing, desktop publishing, spreadsheets), e-mail, WWW, and possibly games.

beosfrance wrote:

So to me, focusing Haiku as an everybody OS would simply be a mistake, cause it's impossible !

Not at all true. Usability is not a zero-sum game. Just because something is designed to be usable doesn't mean that it has all the neat stuff taken out. Firefox (particularly the 2.0 versions) comes to mind, for example. The biggest thing is that if you want write an app that is meant to be used by anybody, you need to design it so that it can be used by anybody. If it's not intended that way, then it's OK.

beosfrance wrote:

Also, if focusing on Joe, i would add a new line on list:
- Joe likes sexy stuffs ! He don't care if Vista is damn slow cause it looks sexy to him
And here, we have to be honnest: the BeOS UI is efficient, quick, responsivness, clear ... but no way sexy to Joe.

Yes and no. Slow and unresponsive are bad, no matter who you are or your expertise. I don't like Vista. Windows Aero is overrated, if you asked me. Flip3D is completely useless. I personally was confused the first time I clicked Shutdown and the menu disappeared without any other apparent effect. 10 seconds later, it started to look like it was actually shutting down. You are right: Joe doesn't care about sexy, but he does care about anything that makes his job easier or harder.

beosfrance wrote:

Why not leave Joe alone and start to make something for him after R2 ? Let's look reality in the eye, Haiku will reach as much users that Linux has, at least for the next 5 or 7 years.

The reason that Linux has a hard time getting traction in the desktop market is that its users are primarily regular people, not geeks. Only in recent times have Linux developers been really getting the hint. That's part of the reason that it has received more attention. I remember playing with Slackware back in the mid-1990s and you might as well have painted a big "Geeks Only" sign on the side of the computer.

One of the niches where Linux developers still don't "get it" is in the area of personal finance. I wouldn't dare ask my wife to install WINE and twiddle with settings in the hopes of getting Quicken to run. The native Linux apps require _way_ too much effort to work with, require too much financial expertise, and/or make migration diffcult-to-impossible.

Usability is about everyone -- geeks and non-geeks alike -- being able to get work done.

Re: Who is Joe User?

DarkWyrm wrote:

Not at all true. Usability is not a zero-sum game. Just because something is designed to be usable doesn't mean that it has all the neat stuff taken out.

Bravo! You're 100% correct.

Usability and power do not have to be mutually-exclusive things, if you put in the effort and intelligence to design things well. That's a critical point that the Linux fanboys of the world really need to understand.

I would also add these two points:

1. Responsive feedback to the user is a huge part of good usability, and that's where Windows and Linux really suck. Both of those will frequently stall or hang the UI when the user clicks something because the system has to read disk -- even if you've got plenty of physical RAM and are not swapping VM pages to/from disk. If you carefully observe your own behavior while using such a system, you'll find that you're often left relying on the sound of the hard drive activity or the flashing of the hard drive LED to realize that the system is accessing disk. That's not an acceptable design! If the typical barrier to responsiveness these days is disk access, not CPU speed, then OS developers should be leveraging and optimizing more techniques that minimize disk access... things like RAM caching, file compression, filesystem layout optimization, etc. And the system should be architected so that whenever the OS must stall while waiting on a disk operation (or any other hardware device operation), the user is given clear and immediate visual feedback right in the GUI that explains what's happening. The OS should implement that feedback mechanism itself, rather than every application developer having to implement their own handling. All the talk and focus on multi-threading the heck out of GUIs and taking better advantage of multiple CPU cores is nonsense when the real bottleneck on all systems is disk access.

2. Good usability isn't something that comes from merely slapping a pretty GUI on top of a messy architecture (like Linux). Good usability starts with sound architecture all the way down in the backend guts of the OS. When the OS provides a single, central way of doing something, and provides an API that forces applications to adhere to the central way, you get consistency and minimalism, which are good for usability. Compare this to Linux (or even Windows), where every application (or installer) is forced to implement its own way of doing things, which leads to bloat, inconsistency, security problems, and sloppy workarounds in higher layers (such as "front-ends").

Re: Who is Joe User?

The biggest thing in the way for "Joe User" is the IBM keyboard. It's a wonderful invention, but it's as old as the hills, and ASCII is an incredibly important bedrock, but to a person who's new to computers, who didn't grow up with them, seeing all those keys for the first time, it's a problem. Why should there be so many keys if all you want to do is check your mail, listen to music and watch videos? If you want to type, it makes sense, but the other keys? Why three sets of numbers 1 to 9 (counting the function keys)? Why both shift and caps lock? Why two or three CTRL keys? It's really stupid. All I wanted to do was listen to the new Rihanna song, but I might hit the wrong button. It's not easy like a radio, a DVD player (well... those have evil GUIs, too), a car, etc. Just look at how many car accidents there are and yet how "simple" THAT "user interface" is by comparison to a computer. And Joe User is supposed to adopt some UNIX, command line -based, Apollo 11-era software design from AT&T...?

Computers should just work more like toaster overs, microwaves, etc. There should be a mode on all of them to enter if you KNOW what you're doing AND want to. On my Sony TV if I want to get into service mode I do a little odd couple of button presses before turning it on... and now I can actually adjust the TV the way you're supposed to. Well, why not make computers more like that?

Re: Who is Joe User?

I should add that...

about the only key that new users seem to grasp intuitively is ESC. It sits there in the top left corner, it seems to be the friendliest key to press, you'd think, since sometimes it does seem to offer a way to ESCAPE from whatever mess you're currently in on-screen...

Yet it sucks. It doesn't work. Programmers rarely implement it. Video game programmers do. You fire up Quake 3 or Doom 3 and you press ESC and it gets you to the menu, the one and only menu, that have only about five large-font options to choose from vertically and horizontally centered, and it makes sense. But press ESC in Firefox? What happens? I'm not sure, let me try. I must have tried years ago and learned it didn't work. Yes, it doesn't. It seems to screw up my post here a bit in this form or something. You'd think a little video-game-like menu would pop up in the CENTER of the screen, but no. Esc serves no function. You'd think maybe it'd be used instead of CTRL-Q to quit. Q for quit makes sense, but why you gotta press another key with it when you could just use ESC? Depends on the program. Every program is different. Therefore, people hate computers and can't use them well, and that gives tech support people a living -- so I guess that's why user interfaces and computers and what not are not better designed for "Joe User"!

Seriously, though. The function keys. They are ridiculous. It is the year 2007. Let's not be so sentimental.

Re: Who is Joe User?

Of course, the horrifying advancements in mind-to-computer interfaces will surely eliminate any need to care about scrapping ASCII, or fundamentally changing CLI/GUI, etc. We will just think our thoughts and the computer will do this or that accordingly, and of course the government will not use it to control the world and cull excess population by 86%, but yeah

Re: Who is Joe User?

Wow... Are we talking about making a new input hardware here ?

Seriously, what do you have against the keyboard ? I'm ok that some Logitech or M$ keyboards have dozens of "multimedia" keys, all mostly useless, but if you want a complete computer usable with a simple remote in the hand, buy a MediaCenter or a Wii ;)
Or you can create a mediaCenter application like Apple FrontRow or M$ MediaCenter for Haiku, where everything could be done only by clicking on a mouse, and so the keyboard could be unplugged. Also if you thing having numbers keys duplicated, then why not just buy yourself a laptop travel-keyboard ? (http://www.hackerstickers.com/products/frogpad-bluetooth-mini-keyboard.s...)

Btw, is bluetooth already supported in Haiku ? Would be funny to use it with a Wiimote ;)

Re: Who is Joe User?

I think Matthew is spot on with the PC keyboard, but I'm guessing it will be easier to switch people from Windows to Haiku than to replace the keyboard with a simpler one.

Re: Who is Joe User?

While the distinction between technologists and utilitarians can help, I suggest to start your reflexion with the "user".
So what's an user ?
It's just desir and intentionality. When you want to get your mails (or run your IDE), you want nothing else and if you don't get them (or your IDE) because something goes wrong you're unsatisfied. That's true for the geek as for Joe, Jack and sweet Jane. Start from that.
Besides that, one has all some preferencies in which one likes to invest more or less. The fact that one needs to be online by necessity and for the leisur doesn't imply that IT has our preference.

Re: Who is Joe User?

well im one of the lonely computer literates amongst an office full of joe users or even worse ppl :-P
btw all are technicians or engineers...
and what they complain about is 3 things:
1. my computer is sooooooooooooo slow
2. where is this n that option?
3. it changed it again without me doing something

so the most important thing is to focus on a responsive gui, an easy gui and for #3 hmmmmm any ideas???
oh and about the sony tv: lets bet the joe user will choose expert settings.....