chapter 9evaluation techniques

Evaluation TechniquesEvaluationtests usability and functionality of systemoccurs in laboratory, field and/or in collaboration with usersevaluates both design and implementationshould be considered at all stages in the design life cycle

Goals of Evaluationassess extent of system functionality

assess effect of interface on user

identify specific problems

Evaluating DesignsCognitive WalkthroughHeuristic EvaluationReview-based evaluation

Cognitive WalkthroughProposed by Polson et al.evaluates design on how well it supports user in learning taskusually performed by expert in cognitive psychologyexpert walks though design to identify potential problems using psychological principlesforms used to guide analysis

Cognitive Walkthrough (ctd)For each task walkthrough considerswhat impact will interaction have on user?what cognitive processes are required?what learning problems may occur?

Analysis focuses on goals and knowledge: does the design lead the user to generate the correct goals?

Heuristic EvaluationProposed by Nielsen and Molich.

usability criteria (heuristics) are identifieddesign examined by experts to see if these are violated

Example heuristicssystem behaviour is predictablesystem behaviour is consistentfeedback is provided

Heuristic evaluation `debugs' design.

Review-based evaluationResults from the literature used to support or refute parts of design.

Care needed to ensure results are transferable to new design.

Model-based evaluation

Cognitive models used to filter design optionse.g. GOMS prediction of user performance.

Design rationale can also provide useful evaluation information

Evaluating through user Participation

Laboratory studiesAdvantages:specialist equipment availableuninterrupted environment

Disadvantages:lack of contextdifficult to observe several users cooperating

Appropriateif system location is dangerous or impractical for constrained single user systems to allow controlled manipulation of use

Field StudiesAdvantages:natural environmentcontext retained (though observation may alter it)longitudinal studies possible

Disadvantages:distractionsnoise

Appropriatewhere context is crucial for longitudinal studies

Evaluating ImplementationsRequires an artefact:simulation, prototype,full implementation

Experimental evaluationcontrolled evaluation of specific aspects of interactive behaviourevaluator chooses hypothesis to be testeda number of experimental conditions are considered which differ only in the value of some controlled variable.changes in behavioural measure are attributed to different conditions

Experimental factorsSubjectswho representative, sufficient sampleVariablesthings to modify and measureHypothesiswhat youd like to showExperimental designhow you are going to do it

Variables

independent variable (IV)characteristic changed to produce different conditionse.g. interface style, number of menu items

dependent variable (DV)characteristics measured in the experimente.g. time taken, number of errors.

Hypothesisprediction of outcomeframed in terms of IV and DV

e.g. error rate will increase as font size decreases

null hypothesis:states no difference between conditionsaim is to disprove this

e.g. null hyp. = no change with font size

Experimental designwithin groups designeach subject performs experiment under each condition.transfer of learning possible less costly and less likely to suffer from user variation.between groups designeach subject performs under only one conditionno transfer of learning more users requiredvariation can bias results.

Analysis of dataBefore you start to do any statistics:look at datasave original data

Choice of statistical technique depends ontype of datainformation required

Type of datadiscrete - finite number of valuescontinuous - any value

Analysis - types of testparametricassume normal distributionrobustpowerful

non-parametricdo not assume normal distributionless powerfulmore reliable

contingency tableclassify data by discrete attributes count number of data items in each group

Analysis of data (cont.)What information is required?is there a difference?how big is the difference?how accurate is the estimate?

Parametric and non-parametric tests mainly address first of these

Experimental studies on groupsMore difficult than single-user experiments

Problems with:subject groupschoice of taskdata gatheringanalysis

Subject groupslarger number of subjects more expensivelonger time to `settle down even more variation!difficult to timetableso often only three or four groups

The taskmust encourage cooperation

perhaps involve multiple channels

options:creative taske.g. write a short report on decision gamese.g. desert survival taskcontrol taske.g. ARKola bottling plant

Data gatheringseveral video cameras + direct logging of application

problems:synchronisationsheer volume!

one solution:record from each perspective

AnalysisN.B. vast variation between groups

solutions:within groups experimentsmicro-analysis (e.g., gaps in speech)anecdotal and qualitative analysis

look at interactions between group and media

controlled experiments may `waste' resources!

Field studiesExperiments dominated by group formation

Field studies more realistic:distributed cognition work studied in contextreal action is situated actionphysical and social environment both crucial

Contrast:psychology controlled experimentsociology and anthropology open study and rich data

Observational MethodsThink AloudCooperative evaluationProtocol analysisAutomated analysisPost-task walkthroughs

Think Alouduser observed performing taskuser asked to describe what he is doing and why, what he thinks is happening etc.

Advantagessimplicity - requires little expertisecan provide useful insightcan show how system is actually useDisadvantagessubjectiveselectiveact of describing may alter task performance

Cooperative evaluationvariation on think alouduser collaborates in evaluationboth user and evaluator can ask each other questions throughout

Additional advantagesless constrained and easier to useuser is encouraged to criticize systemclarification possible

Protocol analysispaper and pencil cheap, limited to writing speedaudio good for think aloud, difficult to match with other protocolsvideo accurate and realistic, needs special equipment, obtrusivecomputer logging automatic and unobtrusive, large amounts of data difficult to analyzeuser notebooks coarse and subjective, useful insights, good for longitudinal studies

Mixed use in practice.audio/video transcription difficult and requires skill.Some automatic support tools available

automated analysis EVAWorkplace projectPost task walkthroughuser reacts on action after the eventused to fill in intentionAdvantagesanalyst has time to focus on relevant incidentsavoid excessive interruption of task Disadvantageslack of freshnessmay be post-hoc interpretation of events

post-task walkthroughstranscript played back to participant for commentimmediately fresh in minddelayed evaluator has time to identify questionsuseful to identify reasons for actions and alternatives considerednecessary in cases where think aloud is not possible

Query TechniquesInterviewsQuestionnaires

Interviewsanalyst questions user on one-to -one basis usually based on prepared questionsinformal, subjective and relatively cheap

Advantagescan be varied to suit contextissues can be explored more fullycan elicit user views and identify unanticipated problemsDisadvantagesvery subjectivetime consuming

QuestionnairesSet of fixed questions given to users

Advantagesquick and reaches large user groupcan be analyzed more rigorouslyDisadvantagesless flexibleless probing

Questionnaires (ctd)Need careful designwhat information is required?how are answers to be analyzed?

Styles of questiongeneralopen-endedscalarmulti-choiceranked

Physiological methodsEye trackingPhysiological measurement

eye trackinghead or desk mounted equipment tracks the position of the eyeeye movement reflects the amount of cognitive processing a display requiresmeasurements includefixations: eye maintains stable position. Number and duration indicate level of difficulty with displaysaccades: rapid eye movement from one point of interest to anotherscan paths: moving straight to a target with a short fixation at the target is optimal

physiological measurementsemotional response linked to physical changesthese may help determine a users reaction to an interfacemeasurements include:heart activity, including blood pressure, volume and pulse. activity of sweat glands: Galvanic Skin Response (GSR)electrical activity in muscle: electromyogram (EMG)electrical activity in brain: electroencephalogram (EEG)some difficulty in interpreting these physiological responses - more research needed

Choosing an Evaluation Methodwhen in process:design vs. implementationstyle of evaluation:laboratory vs. fieldhow objective:subjective vs. objectivetype of measures:qualitative vs. quantitativelevel of information:high level vs. low levellevel of interference:obtrusive vs. unobtrusiveresources available:time, subjects, equipment, expertise