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How People Actually Use Thermostats Quantifying Usability in Programmable Thermostats Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry – UC Berkeley Marco Pritoni – UC Davis * [email protected]

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Page 1: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

How People Actually Use Thermostats

Quantifying Usability in Programmable Thermostats

Alan Meier* and Cecilia Aragon – LBNL

Therese Peffer and Daniel Perry – UC Berkeley

Marco Pritoni – UC Davis

* [email protected]

Page 2: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Thermostats

• In 2008 Energy Star concluded that homes with programmable thermostats were using more energy than homes with manual thermostats.

• Energy Star terminated the program and began developing a new specification

Premise:   Improving the usability of thermostats will facilitate energy‐saving behavior

Page 3: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

This Talk

1. Surveys of usability of thermostats in homes2. Methodology for quantifying usability of 

thermostats and other controls

Conclusions:• Few homes exploit full potential of programmable thermostats 

• It is possible to quantify usability in a way suitable for use in design specifications for standards

Page 4: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Are Programmable Thermostats Used Correctly (or features fully exploited)?

Parallel investigations via:

1. Weatherization crews

2. Amazon Mechanical Turk

3. Interviews and other on‐line surveys

Page 5: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

-“Do you use the programming features of the thermostat?”

- “Yes”

-“Are you satisfied with your thermostat?”

- “It’s OK”

-“If you could have a new thermostat, what would you like it to do differently from your current thermostat? (language, font size, button size, technical terms)?”

- “NO”

“The thermostat is on Hold”

Survey of a Weatherized Home

Page 6: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Weatherization Survey Results

• 20 homes visited (in mid‐west)

• 45% on “hold”• 5% switched off (in winter)

Talk to us if your wxncrew would like to participate in Round 2 of  this survey

Page 7: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Amazon Mechanical Turk Survey

The Workers:

1. Fill out surveys on the web

1. Photograph their thermostats

1. Get paid via Amazon

We get rapid, tabulated, results!

Page 8: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Amazon Mechanical Turk Results

• 63 responses in 24 hr

• ~20% had errors in time setting

• ~50% on long‐term hold

• Next survey will collect several hundred responses

Examples of uploaded photos

Page 9: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

And Now the Video…

Page 10: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

How to Measure a Product’s Usability?

1. Define tasks

2. Quantify peoples’ ability to accomplish tasks

3. Compute “score” based on metrics

4. Compare to reference model

Page 11: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Details of Usability Tests

• 5 thermostat interfaces• 31 participants• 2 interfaces per person• 6 tasks for each test• 372 videos

Page 12: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Thermostats Tested

Page 13: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Define Tasks

Task 1: Turn the thermostat from “off” to “heat.”Task 2: Set the correct time.

Task 3: Identify the temperature the device is set to reach.

Task  4: Identify what temperature the thermostat is set to reach for Thursday at 9:00 PM.

Task 5: Put the thermostat in “hold” or “vacation” to keep the same temperature while gone.

Task 6: Program a schedule and temperature preferences for Monday through Friday.

Page 14: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Task 1: Turn the thermostat from “off”to “heat.”

Distribution of Times for Subjects to Complete Task 1

Page 15: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Task 1: Turn the thermostat from “off” to “heat.”

Average Time to Complete Task by Model

Page 16: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Task 1: Turn the thermostat from “off” to “heat.”Task 2: Set the correct time.Task 3: Identify the temperature the device is set to reach.

Time to Complete Tasks by Model

Page 17: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Consumer Reports Recommended the Model that Ranked Lowest in Usability

Page 18: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Conclusions

Current usage of thermostats:– ~50% of programmable thermostats set to long‐term hold

– ~20% do not have the correct time

Many homes fail to use features of programmable thermostats

– Do people believe that installing a PT will automaticallysave energy?

We created and demonstrated a methodology to quantify usability

– Applies to HP water heaters, TVs, lighting controls, etc.

Premise:   Improving the usability of thermostats will facilitate energy‐saving behavior

Page 19: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Future Work

• Expand surveys

• “Road Test” methodology

• Next steps in measuring usability3. Compute “score” based on metrics4. Compare to reference model

• Apply methodology to lighting, TVs, other appliances

Talk to us if your wxncrew would like to participate in Round 2 of  this survey

Alan Meier [email protected]

Page 20: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Back‐Up Slides

[email protected]

Page 21: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Controls for Heat Pump Water Heaters (HPWHs)

1tute, Inc. All rights reserved.

Controls

GERheem

A. O. Smith

An incorrect setting could increase electricity use 1500 kWh/yr

Page 22: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Codes for Hunter Thermostat

HTR Codeen = energy button tu/td = set temperature up OR down

ht = home today button h/r = hold/ return button

tu = temperature up p = program button

td = temperature down pd = program day button

ct = current temp display on touchscreen [0] blank touchscreen space

ti = display time on touchscreen f = filter button

sun = sun icon on touchscreen fo = fan on switch

he = heat switch fa = fan auto switch

d/t = day/time button fof = fan off

Page 23: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

“Lostness”: A Metric for Quantifying Usability

Minimum Keystrokes to 

Accomplish Task

Actual Keystrokes by 

Subject

cl C

cu/cd sy

c d

sr

c

cl

Cd x  10

cu

Cd x 3

Cu x 8 

.

.

.

(3 keystrokes) (28 keystrokes)

“lostness coefficient”= 28/3~ 9

Keystrokes transcribed from videos

Page 24: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Why Do People Keep Thermostats on Long‐Term Hold?

• They don’t– The survey captured a rare event

• They don’t know how to easily operate other modes (including leaving this mode)– Usability problems

• They think this mode is energy‐saving (since they installed an “energy‐saving” thermostat)

• They want this setting– Technical implications about optimal design of controls, levels of efficiency investment

Page 25: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Mechanical Turk – ScreenshotsSurvey General

Settings

Page 26: Quantifying Usability Programmable Thermostatsweb.stanford.edu/.../presentations/3D_AlanMeier.pdf · Alan Meier* and Cecilia Aragon – LBNL Therese Peffer and Daniel Perry –UC

Mechanical Turk – ScreenshotsResults: Web View