Dr. Sanjay Tripathi, ABB Corporate Research, August 28th, 2010


    ISS
    HCI Research /Methods

© ABB Group
September 15, 2010 | Slide 1
Computing Era 1960-1980




                               Source: Being Human: Human Computer Interaction in the year 2020

© ABB Group
September 15, 2010 | Slide 2
Computing Era 2000-2020




                               Source: Being Human: Human Computer Interaction in the year 2020

© ABB Group
September 15, 2010 | Slide 3
Interfaces Gestures

                                                The Reactable
                                                A multi touch interface used for playing
                                                music. Interaction is done by moving
                                                and rotating physical objects on its
                                                surface.




                                                 The HotHand Device
                                                 A ring worn by electric guitar players
                                                 that uses motion sensors and a wireless
                                                 transmitter to create different kinds of
                                                 sound effects by various hand gestures.




                               Source: Being Human: Human Computer Interaction in the year 2020

© ABB Group
September 15, 2010 | Slide 4
Prediction


                                     Computing will move to the background,
                                will extremely merge in our everyday living spaces




                                      Human user  into the foreground.




                               Interfaces will have the capacity to understand and
                                     emulate human communicative intentions




© ABB Group
September 15, 2010 | Slide 5
Technology Reliant World




© ABB Group
September 15, 2010 | Slide 6
Phenomena




© ABB Group
September 15, 2010 | Slide 7
Prologue
                                  Computer has become a mediator between the human operator
                                   and the physical system being controlled.
                                        This occurred first in aviation
                                        Then in process control, manufacturing and military systems
                                        More recently it happened in hospitals, trains, automobiles and home
                                         appliances

                               Example: Power and automation
                                  New form of control is often called supervisory control,
                                        Human operator = Manager
                                              planning
                                              setting goals and constraints
                                              diagnosing failures
                                              intervening in control as necessary, and
                                              learning from experience



                                   The hope has been to relieve the operator of tedious work and
                                       make the system both more efficient and more reliable

© ABB Group
September 15, 2010 | Slide 8
Introduction to HCI Research
                                  HCI is a young discipline (about 30 years)
                                  Has developed from computer science, with influences from
                                   cognitive psychology
                                  Other influences: sociology, anthropology, communication, design,
                                   ergonomics
                                  Related area: Interaction design

                                  We will Cover 
                                  Overview of Science and research
                                        Introduction
                                        Fundamentals of research (in general)
                                        Research approaches and methods
                                        Their limitations in application




© ABB Group
September 15, 2010 | Slide 9
Introduction to HCI Research
                                Definition:
                                   Human-computer interaction is a discipline concerned with
                                    the design, evaluation and implementation of interactive
                                    computing systems for human use and with the study of
                                    major phenomena surrounding them.


                                   ACM SIGCHI Curricula for HCI (Hewett et al. 1992)
                                   http://sigchi.org/cdg/cdg2.html




© ABB Group
September 15, 2010 | Slide 10
Introduction to HCI Research

                                HCI as a ”user science”
                                   All HCI research includes studies of the use of technology
                                        Empirical study methods are essential
                                   But HCI is also closely related to the design and
                                    development of technology
                                   Important to discuss the relationship between research and
                                    development




© ABB Group
September 15, 2010 | Slide 11
Introduction to HCI Research

                                Is HCI inter- or multidisciplinary?
                                   One discipline = one research community
                                        Shared values, methods and concepts
                                        Criteria for ”good” and ”bad” research
                                   Disciplines may have difficulties understanding each other
                                    (e.g. due to cultural differences)
                                   HCI demands cooperation among researchers
                                   How does real interdisciplinary arise?




© ABB Group
September 15, 2010 | Slide 12
Introduction to HCI Research

                                Inter- and multidisciplinary research
                                   Interdisciplinary research transcends the borders
                                    between knowledge areas and organisations … The
                                    goal is an integration, gradually developing into a
                                    science of its own
                                   Multidisciplinary research has a clear division of
                                    labour among the sciences involved




© ABB Group
September 15, 2010 | Slide 13
Introduction to HCI Research

                                Research approaches and perspectives
                                   Experimental psychology
                                   Cognitive modeling, task analysis
                                   Situated and distributed cognition
                                   Ethnography
                                   Conversation analysis
                                   Activity theory
                                   Organizational approaches




© ABB Group
September 15, 2010 | Slide 14
Introduction to HCI Research

                                HCI heritage from Computer Science
                                   Computer science was itself interdisciplinary
                                        Mathematics + engineering
                                   HCI  Computer Science + Psychology
                                   A model for all kinds of engineering:
                                        Identify requirements
                                        Specify a design
                                        Build an implementation
                                   Waterfall model (top-down)
                                   More realistic: Iterative model!



© ABB Group
September 15, 2010 | Slide 15
Introduction to HCI Research

                                HCI heritage from psychology
                                   Research object in cognitive psychology: mental processes
                                    (memory, thinking, learning)
                                   Approach
                                        modeling mental processes
                                        influences from information processing in computers
                                        oriented towards experimental methods and controlled data
                                         management
                                        testing of hypotheses
                                   Limitations for HCI
                                        great individual variations; many variables interact
                                        de-contextualization
                                        strong focus on causal relations




© ABB Group
September 15, 2010 | Slide 16
Introduction to HCI Research

                                HCI heritage from psychology
                                   Work psychology: originates from ergonomics
                                   Task analysis
                                        Informal description of tasks (e.g. as a scenario)
                                        Systems for formal description of work tasks
                                        Purpose: to match the system design to users’ tasks
                                        Problem: many tasks are open-ended and cannot be
                                         described in a simple way with rules or tree structures
                                   Situated action: more recent approach
                                        Socially oriented psychological theory
                                        Individuals’ cognitive processes interacting with a social
                                         context
                                        Method: interpretative, more field studies




© ABB Group
September 15, 2010 | Slide 17
Introduction to HCI Research




© ABB Group
September 15, 2010 | Slide 18
Perspectives on Human-Computer Interaction

                                   By John Kammersgaard
                                        The Systems perspective
                                             The system is looked upon from a bird's eye view
                                             The relevance of a task can only be expressed on the
                                              organisational level
                                             All interaction is seen as transmission of data between
                                              human and automatic components
                                             The goal is to make transmission as fast and correct as
                                              possible.
                                        The dialogue partner perspective
                                        The tool perspective
                                        The media perspective




© ABB Group
September 15, 2010 | Slide 19
Perspectives on Human-Computer Interaction

                                   By John Kammersgaard
                                        The Systems perspective
                                        The dialogue partner perspective
                                             brought to attention through the artificial intelligence
                                              research
                                             focuses the use of computers within an individual
                                              context
                                             the computer always be seen as acting like a human
                                              being in a communication process
                                             The goal: to make communication as similar as possible
                                              to human-human interaction
                                             Caution: only be used for certain special purposes and
                                              always in combination with other perspectives
                                        The tool perspective
                                        The media perspective


© ABB Group
September 15, 2010 | Slide 20
Perspectives on Human-Computer Interaction

                                   By John Kammersgaard
                                        The Systems perspective
                                        The dialogue partner perspective
                                        The tool perspective
                                             the computer becomes a tool box providing utensils that can help the
                                              user in accomplishing a task
                                             The user possesses all the knowledge and have full control over the
                                              tools
                                             The user knows which tools are needed and the designer knows how
                                              to make them  the user leads the development process with the
                                              designer as an expert resource
                                             The purpose of the system is not to take over some part of work but
                                              to function as a powerful tool for the user
                                             The tool ideally disappear from the user's conscience in the same
                                              way a hammer is used without conscious reflection by a carpenter.
                                             strength: the knowledge of the user is properly utilized
                                             Weakness: no generalized conclusions

                                        The media perspective

© ABB Group
September 15, 2010 | Slide 21
Perspectives on Human-Computer Interaction

                                   By John Kammersgaard
                                        The Systems perspective
                                        The dialogue partner perspective
                                        The tool perspective
                                        The media perspective
                                             the computer is seen as a medium through which
                                              humans communicate with each other
                                             The focus is on use within a collective context
                                             Two types of communication is of interest
                                                   The communication within groups of users
                                                   the one-way communication from the designer to the
                                                    users




© ABB Group
September 15, 2010 | Slide 22
Science ? Research?

                                   Scientific knowledge is different from everyday knowledge in that
                                    “ the conditions, methods and reliability of the knowledge
                                    are reviewed systematically “ (Wallèn)
                                         What is NOT science?
                                               Knowledge acquired through intuition, or skills (?)
                                         Is an enquiry a kind of science?
                                         Is construction of computer systems a science?


                                   Research is a systematic and methodical search for new
                                    knowledge and new ideas




© ABB Group
September 15, 2010 | Slide 23
Science ? Critique? Design?




© ABB Group
September 15, 2010 | Slide 24
Scientific traditions

                                   Positivism
                                        Empirically verifiable knowledge
                                        Measurement and measurement methods
                                        Replicating results by repeated experiments
                                        Explanations by cause and effect
                                        Looking for general facts
                                        The researcher should be objective
                                   Critique of positivism
                                        The human is viewed as an object
                                        Interpretation cannot be avoided when investigating
                                        human and social affairs!




© ABB Group
September 15, 2010 | Slide 25
Theories and Models

                                   Theory
                                        A conceptual description of a phenomenon
                                        Basic concepts and their internal structure
                                   Model
                                        A simplified description of how different entities are related
                                        Example: Norman’s model of the interaction process




© ABB Group
September 15, 2010 | Slide 26
Measurements

                                   How can variations in a phenomenon be measured?
                                   Subjective measures
                                         Ratings, question-answer studies
                                   Objective measures
                                         Direct observation
                                         E.g. Time measurements, or process logs
                                   Validity: do you measure what you intended to measure?
                                   Reliability: do different measurements give the same result?




© ABB Group
September 15, 2010 | Slide 27
Scientific studies

                                   Explorative study
                                        May initiate new research in a field
                                        Contributes to discovery and understanding of problems
                                        Identify typical cases and relevant variables
                                   Descriptive study
                                        Characterization of a research object and its properties
                                        Can be rather free from theoretical assumptions
                                   Explanatory study
                                        Causal connections are looked for
                                        Identifying the basic mechanisms behind a certain effect




© ABB Group
September 15, 2010 | Slide 28
Induction and deduction

                                   Induction
                                        going from collected data, trying to reach general
                                         conclusions
                                        E.g. In Grounded theory: collection of data, analysis and
                                         classification, conceptual analysis
                                   Deduction
                                        empirical testing of a hypothesis, generated from a theory
                                        Usually in experimental study Different factors (variables)
                                         are varied systematically and the effects are measured




© ABB Group
September 15, 2010 | Slide 29
In HCI Research

                                   What we do:
                                        Systematic study of users in relevant tasks
                                        Construction of a prototype (”hypothesis”)
                                        Evaluation with users (”testing the hypothesis)
                                        Usually an iterative process!




                                                  Is this science?



© ABB Group
September 15, 2010 | Slide 30
Popular HCI Research Methods




                                Source: Wynekoop and Conger




© ABB Group
September 15, 2010 | Slide 31
Acknowledgment
                                Erick Stoltermann
                                Kerstin Severinson Eklundh
                                Ann Lantz
                                Wynekoop and Conger




                                  Thank You
                                                                     Dr. Sanjay Tripathi
                                                             Sanjay.tripathi@in.abb.com
                                                                     Mob. 9740215857


© ABB Group
September 15, 2010 | Slide 32
© ABB Group
September 15, 2010 | Slide 33

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HCI research methods by Sanjay Tripathi, ABB

  • 1. Dr. Sanjay Tripathi, ABB Corporate Research, August 28th, 2010 ISS HCI Research /Methods © ABB Group September 15, 2010 | Slide 1
  • 2. Computing Era 1960-1980 Source: Being Human: Human Computer Interaction in the year 2020 © ABB Group September 15, 2010 | Slide 2
  • 3. Computing Era 2000-2020 Source: Being Human: Human Computer Interaction in the year 2020 © ABB Group September 15, 2010 | Slide 3
  • 4. Interfaces Gestures The Reactable A multi touch interface used for playing music. Interaction is done by moving and rotating physical objects on its surface. The HotHand Device A ring worn by electric guitar players that uses motion sensors and a wireless transmitter to create different kinds of sound effects by various hand gestures. Source: Being Human: Human Computer Interaction in the year 2020 © ABB Group September 15, 2010 | Slide 4
  • 5. Prediction Computing will move to the background, will extremely merge in our everyday living spaces Human user  into the foreground. Interfaces will have the capacity to understand and emulate human communicative intentions © ABB Group September 15, 2010 | Slide 5
  • 6. Technology Reliant World © ABB Group September 15, 2010 | Slide 6
  • 7. Phenomena © ABB Group September 15, 2010 | Slide 7
  • 8. Prologue  Computer has become a mediator between the human operator and the physical system being controlled.  This occurred first in aviation  Then in process control, manufacturing and military systems  More recently it happened in hospitals, trains, automobiles and home appliances Example: Power and automation  New form of control is often called supervisory control,  Human operator = Manager  planning  setting goals and constraints  diagnosing failures  intervening in control as necessary, and  learning from experience The hope has been to relieve the operator of tedious work and make the system both more efficient and more reliable © ABB Group September 15, 2010 | Slide 8
  • 9. Introduction to HCI Research  HCI is a young discipline (about 30 years)  Has developed from computer science, with influences from cognitive psychology  Other influences: sociology, anthropology, communication, design, ergonomics  Related area: Interaction design  We will Cover   Overview of Science and research  Introduction  Fundamentals of research (in general)  Research approaches and methods  Their limitations in application © ABB Group September 15, 2010 | Slide 9
  • 10. Introduction to HCI Research Definition:  Human-computer interaction is a discipline concerned with the design, evaluation and implementation of interactive computing systems for human use and with the study of major phenomena surrounding them.  ACM SIGCHI Curricula for HCI (Hewett et al. 1992)  http://sigchi.org/cdg/cdg2.html © ABB Group September 15, 2010 | Slide 10
  • 11. Introduction to HCI Research HCI as a ”user science”  All HCI research includes studies of the use of technology  Empirical study methods are essential  But HCI is also closely related to the design and development of technology  Important to discuss the relationship between research and development © ABB Group September 15, 2010 | Slide 11
  • 12. Introduction to HCI Research Is HCI inter- or multidisciplinary?  One discipline = one research community  Shared values, methods and concepts  Criteria for ”good” and ”bad” research  Disciplines may have difficulties understanding each other (e.g. due to cultural differences)  HCI demands cooperation among researchers  How does real interdisciplinary arise? © ABB Group September 15, 2010 | Slide 12
  • 13. Introduction to HCI Research Inter- and multidisciplinary research  Interdisciplinary research transcends the borders between knowledge areas and organisations … The goal is an integration, gradually developing into a science of its own  Multidisciplinary research has a clear division of labour among the sciences involved © ABB Group September 15, 2010 | Slide 13
  • 14. Introduction to HCI Research Research approaches and perspectives  Experimental psychology  Cognitive modeling, task analysis  Situated and distributed cognition  Ethnography  Conversation analysis  Activity theory  Organizational approaches © ABB Group September 15, 2010 | Slide 14
  • 15. Introduction to HCI Research HCI heritage from Computer Science  Computer science was itself interdisciplinary  Mathematics + engineering  HCI  Computer Science + Psychology  A model for all kinds of engineering:  Identify requirements  Specify a design  Build an implementation  Waterfall model (top-down)  More realistic: Iterative model! © ABB Group September 15, 2010 | Slide 15
  • 16. Introduction to HCI Research HCI heritage from psychology  Research object in cognitive psychology: mental processes (memory, thinking, learning)  Approach  modeling mental processes  influences from information processing in computers  oriented towards experimental methods and controlled data management  testing of hypotheses  Limitations for HCI  great individual variations; many variables interact  de-contextualization  strong focus on causal relations © ABB Group September 15, 2010 | Slide 16
  • 17. Introduction to HCI Research HCI heritage from psychology  Work psychology: originates from ergonomics  Task analysis  Informal description of tasks (e.g. as a scenario)  Systems for formal description of work tasks  Purpose: to match the system design to users’ tasks  Problem: many tasks are open-ended and cannot be described in a simple way with rules or tree structures  Situated action: more recent approach  Socially oriented psychological theory  Individuals’ cognitive processes interacting with a social context  Method: interpretative, more field studies © ABB Group September 15, 2010 | Slide 17
  • 18. Introduction to HCI Research © ABB Group September 15, 2010 | Slide 18
  • 19. Perspectives on Human-Computer Interaction  By John Kammersgaard  The Systems perspective  The system is looked upon from a bird's eye view  The relevance of a task can only be expressed on the organisational level  All interaction is seen as transmission of data between human and automatic components  The goal is to make transmission as fast and correct as possible.  The dialogue partner perspective  The tool perspective  The media perspective © ABB Group September 15, 2010 | Slide 19
  • 20. Perspectives on Human-Computer Interaction  By John Kammersgaard  The Systems perspective  The dialogue partner perspective  brought to attention through the artificial intelligence research  focuses the use of computers within an individual context  the computer always be seen as acting like a human being in a communication process  The goal: to make communication as similar as possible to human-human interaction  Caution: only be used for certain special purposes and always in combination with other perspectives  The tool perspective  The media perspective © ABB Group September 15, 2010 | Slide 20
  • 21. Perspectives on Human-Computer Interaction  By John Kammersgaard  The Systems perspective  The dialogue partner perspective  The tool perspective  the computer becomes a tool box providing utensils that can help the user in accomplishing a task  The user possesses all the knowledge and have full control over the tools  The user knows which tools are needed and the designer knows how to make them  the user leads the development process with the designer as an expert resource  The purpose of the system is not to take over some part of work but to function as a powerful tool for the user  The tool ideally disappear from the user's conscience in the same way a hammer is used without conscious reflection by a carpenter.  strength: the knowledge of the user is properly utilized  Weakness: no generalized conclusions  The media perspective © ABB Group September 15, 2010 | Slide 21
  • 22. Perspectives on Human-Computer Interaction  By John Kammersgaard  The Systems perspective  The dialogue partner perspective  The tool perspective  The media perspective  the computer is seen as a medium through which humans communicate with each other  The focus is on use within a collective context  Two types of communication is of interest  The communication within groups of users  the one-way communication from the designer to the users © ABB Group September 15, 2010 | Slide 22
  • 23. Science ? Research?  Scientific knowledge is different from everyday knowledge in that “ the conditions, methods and reliability of the knowledge are reviewed systematically “ (Wallèn)  What is NOT science?  Knowledge acquired through intuition, or skills (?)  Is an enquiry a kind of science?  Is construction of computer systems a science?  Research is a systematic and methodical search for new knowledge and new ideas © ABB Group September 15, 2010 | Slide 23
  • 24. Science ? Critique? Design? © ABB Group September 15, 2010 | Slide 24
  • 25. Scientific traditions  Positivism  Empirically verifiable knowledge  Measurement and measurement methods  Replicating results by repeated experiments  Explanations by cause and effect  Looking for general facts  The researcher should be objective  Critique of positivism  The human is viewed as an object  Interpretation cannot be avoided when investigating  human and social affairs! © ABB Group September 15, 2010 | Slide 25
  • 26. Theories and Models  Theory  A conceptual description of a phenomenon  Basic concepts and their internal structure  Model  A simplified description of how different entities are related  Example: Norman’s model of the interaction process © ABB Group September 15, 2010 | Slide 26
  • 27. Measurements  How can variations in a phenomenon be measured?  Subjective measures  Ratings, question-answer studies  Objective measures  Direct observation  E.g. Time measurements, or process logs  Validity: do you measure what you intended to measure?  Reliability: do different measurements give the same result? © ABB Group September 15, 2010 | Slide 27
  • 28. Scientific studies  Explorative study  May initiate new research in a field  Contributes to discovery and understanding of problems  Identify typical cases and relevant variables  Descriptive study  Characterization of a research object and its properties  Can be rather free from theoretical assumptions  Explanatory study  Causal connections are looked for  Identifying the basic mechanisms behind a certain effect © ABB Group September 15, 2010 | Slide 28
  • 29. Induction and deduction  Induction  going from collected data, trying to reach general conclusions  E.g. In Grounded theory: collection of data, analysis and classification, conceptual analysis  Deduction  empirical testing of a hypothesis, generated from a theory  Usually in experimental study Different factors (variables) are varied systematically and the effects are measured © ABB Group September 15, 2010 | Slide 29
  • 30. In HCI Research  What we do:  Systematic study of users in relevant tasks  Construction of a prototype (”hypothesis”)  Evaluation with users (”testing the hypothesis)  Usually an iterative process! Is this science? © ABB Group September 15, 2010 | Slide 30
  • 31. Popular HCI Research Methods Source: Wynekoop and Conger © ABB Group September 15, 2010 | Slide 31
  • 32. Acknowledgment Erick Stoltermann Kerstin Severinson Eklundh Ann Lantz Wynekoop and Conger Thank You Dr. Sanjay Tripathi Sanjay.tripathi@in.abb.com Mob. 9740215857 © ABB Group September 15, 2010 | Slide 32
  • 33. © ABB Group September 15, 2010 | Slide 33