Understanding and serving users

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Understanding and serving users Surveys, interviews and protocols Intro to data analysis

Asking users questions: Questionnaires are probably the most frequently used method of summative evaluation of user interfaces. However, questionnaires provide a subjective evaluation of interfaces which is often greatly influenced by the type of questions asked and the way in which the questions are phrased. (Chignell, 1990)

Surveys and rating scales Often used to measure satisfaction: And they often have acronyms.. QUIS SUMI WAMMI Or can be used to measure intention to use (TAM) cognitive effort (TLX) Or you can make your own up

Four types of error in surveys: Coverage error All relevant members of the sample are not equally likely to be asked to respond Sampling error Test sample is a subset of population- Unavoidable unless you test everyone Measurement error Inaccuracy or incomparability of response Non-response error Failure to respond by large and/or unique parts of the sample

Four sources of measurement error Method of eliciting answers: Face to face (interview), postal, web, etc. method effect Question wording Open to interpretation Interviewer May lead or bias respondent Respondent May not be fully honest

Typical wording problems Questions are leading e.g., Do you agree that interface was quite satisfying to use Questions are vague e.g., Overall, I rate the process as satisfying Users do not understand terms in survey e.g. Rate your affect on the following scale.. Users lie or react to social pressure e.g. ratings for prestige items are distorted

Close or open-ended Close-ended: This site has sufficient content for my needs strongly agree....strongly disagree Open-ended: What content would you like to see added?... Open ended items often more difficult to answer and lead to great variation in response

Category order effects When respondent is given a list of alternatives to select or rank their answer: Written responses bias the early choices Spoken responses bias the latter choices Dillman and Tarnai (1991) Try randomizing the order of choices across users

Attitudes are subtle Asked the same question twice, users responses may vary Minimize this with Scaling techniques Ask the same question in different ways, compare results and derive a composite answer from all.

When you ask changes the answer.(teague et al 2001) Asked users to rate ease and enjoyment: During task (every 20-120 secs) After each task is completed After all tasks were completed Post-test ratings more positive Interrupted respondents changed verbal protocol

The post-task s group s think aloud protocol was a running dialogue of a very descriptive nature ( I m clicking here now looking for an index. I can t find the price of this product ). The concurrent group gave less a description of what they were doing but gave more of a verbal critique of the website and explained why they gave the ratings that they did Teague et al (2001) Concurrent versus post-task Usability test ratings, Proc. of CHI 01, ACM Press.

Encouraging thoughtful answers Rather than ask: Does the resource provide enough information? Use a series of questions to focus the response e.g., Consider the following situation Did the information system provide sufficient information for you to complete that task to your satisfaction?

Writing good questions Avoid vague wordings. Instead offer suitable context and be specific Avoid jargon, acronyms and abbreviations Avoid over-precision that requires perfect memory from respondent Do not suggest the proper answer See Salant and Dillman, How to conduct your own survey, Wiley.1994 for more info

Forms of survey scale: Simple rating scale I view my job as: Very easy.............................. Very difficult Likert scale (Likert s Summated Ratings) This interface is very difficult to understand: Strongly Agree, Agree, no opinion, Disagree, Strongly Disagree Semantic differentials I view my work as: challenging............... overwhelming Thurstone equal appearing interval scales Check the following statements if you agree with them... This interface is very easy to use [ ]

Technical Issues Reliability Does the test reproduce the same results in the same context Validity Does the test actually measure satisfaction or something else?

How to devise a simple survey Define what you want to measure Generate large set of test questions Relate questions to your goal Determine scale Test items on real users Remove poor items Ensure test results yield answer to question

Intro to data analysis Wherever you examine and study users, you will obtain or face data Analysis of data can reduce complexity, shed insights or be used to confuse.

List of objectives Learn to interpret statistical terminology and arguments Appreciate the role of probability in understanding human behavior Be able to establish confidence intervals for your own data Be able to apply statistical reasoning to your own and others test designs. And as a bonus: Become comfortable with test selection and interpretation

Statistics as language Foreign languages look strange t = XA - XB XB [( 2 2 ΣXA ( ΣXA ) )( 2 2 + Σ ( ΣXB ) )] n1 - - n2 x 1 1 ( + ) n1 n2 n1 + n2-2 Once you learn to decode them, you read them as simply as English Yet people often blame themselves for not immediately understanding stats

Role of Statistics in User studies Enable us to treat our observations systematically Determine likelihood of events occurring by chance or by design Limit bias in our data collection Share the communication of findings to others in an unambiguous fashion

Test methods aim to be: Reliable Provide reproducible results Valid Measure what they claim to measure Representative Sample appropriate subjects and variables Ethical Involve no harm to participants

The 7 dangers of user testing Improperly phrased research questions Variables not properly controlled Inappropriate sampling Not enough subjects Improper test administration Improper analysis Improper interpretation

Terminology: Level of measurement Refers to the relationship between and among the numerical attributes we assign to our variables Does a high number mean more than or is it an arbitrary reference or label? Is the difference between each scale value equivalent? Is 4 really twice 2 or just some value larger than 2?

Measuring assigning numbers to our observations Nominal E.g., Gender (Male / Female) Eye colour (blue /brown / grey/ green). Ordinal Putting things in order, one bigger than the other. E.g., test grades, rating scales. Interval Size can be ordered, plus there are equal intervals between adjacent units. Zero point is arbitrary. E.g., IQ (difference between 90 and 100 is considered equal to 100-110.) Temperature in ºF or ºC Ratio Differences and ratios meaningful as scale has an absolute zero point independent of unit of measurement. E.g., Height (metres/ inches), weight, (pounds/kilos), time etc.

Nominal Gender Mac/PC/Unix user Background or profession Ordinal Ranks of preference Many rating scales Clusters of experience (high to low) User-related variables Interval (some) Survey scales Ratio Age Time on task Error scores Task completion scores

Treating levels of measurement Level of measurement determines what we can meaningfully do with the data in terms of mathematical operations Can we add/subtract them? Can we multiply and divide them? TIP: Aim for the highest level of measurement possible when collecting data

Interval and Ratio level variables Continuous Infinite number of values between adjacent units (e.g., height, weight) Can draw line graphs Discrete/Categorical No possible values between adjacent units (e.g., number of children in family) Shouldn t draw line graphs, use histograms instead

Summary Testing is a means of obtaining reliable knowledge about a resource or system Statistical tests are an integral part of the evaluation process and should be considered as part of any user or usability test design We do this by considering our variables and deciding what we want to know about them The type of statistical test used will depend in part on the level of measurement achieved

Exercise 1 What level of measurement is suggested by the following? Number of cars owned by faculty / staff Make of cars owned by faculty staff Student grades marked from A (best) to E (worst) Time taken to complete an IQ test Scores on the IQ test Which of the following represent a continuous variable and which a discrete variable Number of males in a sample Age of males in sample Height of females in sample Number of software packages used

Terminology: Variable Variables are attributes of interest that we manipulate, observe and measure They provide us with an estimate or value for the property we seek to understand Efficiency of performance may be assessed by time, thus seconds per task or minutes spent reading might be our variable

Types of Variables Independent variable (IV) This is what the tester manipulates Dependent variable (DV) These are the measures we take from users, considered to be dependent on the variables tester manipulates Control variables (CV) These are the other sources of variability in the dependent measures but whose effects we try to limit or control

In testing usability: Evaluators manipulate interface designs (the independent variables) and observe their effects on user performance (the dependent variables) Dependent variables tells us if our Independent variables (interfaces, training etc.)have an effect or are correlated, etc. We need to control other extraneous variables that might also affect the users performance.

Typical dependent variables Scores on a satisfaction test Task completion scores Number of links followed in navigating a site Verbal comments of users Number of times user accesses a facility Ratings from inspection tests Speed of task completion Expressed preferences for application A or B The list is potentially endless..

Example - testing a web site Task - find session time and location for a class meeting Independent variable: The Web site We might test two (or more) versions - thus we would have 2 (or more) levels of Independent Variable In typical usability tests, the IV is an interface, or component of an interface, such as features, layout, documentation etc. Or it might be a variable among users e.g. training, experience, age etc.

Testing the Web site (2) Dependent variables: Effectiveness Does user locate the answer? Yes/No, % score = ratio scale Efficiency How long does it take the user? Scores in seconds = ratio scale How many screens does the user navigate through? # of screens = ratio scale Satisfaction Does user comment positively/negatively on interface? Interview comments (positive/negative)=nominal scale, Survey= ordinal (interval) scale

Testing the Web site (3) Control variables Other sources of variance that may affect the Dependent variables (performance) but are not part of our Independent variable (the interface) E.g., gender, age, web experience, etc. If we test the design without considering these variables, we may confound our findings But if we consider each one of these, our test becomes much larger!

Handling control variables If the control variables seem very important, they should be re-considered as independent variables and incorporated into the study If not central to the test s goal, then randomize the selection of the sample

Independent v. Repeated measures Where each user tries one system only, you have independent measures Where users try both (or more) systems, you have repeated measures Repeated measures require fewer users But run risk of learning or practice effects biasing results

Order effects For repeated measures: Here, counter-balance exposure to treatments thereby reducing bias to B with impressions of A User Interface A Interface B Pete 1st 2nd Joe 2nd 1st Ann 1st 2nd Mary 2nd 1st

How many users is enough? For strong statistical reliability, we like to see 30 or more, but many tests are robust with smaller numbers In most user studies, 6 per condition is common And it really depends on your question..

Recap All levels of measurement are not equal The variables we chose to observe dictate what we may find out We manipulate independent and observe dependent variables, while controlling extraneous sources of variability Once captured, we treat data statistically

Basic types of statistical treatment Descriptive statistics which summarize the characteristics of a sample of data Inferential statistics which attempt to say something about a population on the basis of a sample of data - infer to all on the basis of some

Two kinds of descriptive statistic: Measures of central tendency mean median mode Measures of dispersion (variation) range interquartile range variance/standard deviation

Symbol check Sigma: Means the sum of n i=1 xi Sigma (1 to n) x of i: means add all values of i from 1 to n in a data set Xi = the i th data point

Mean (arithmetic mean, or average) Sum of all observations divided by the number of observations n In notation: Σ i = 1 Mean uses every item of data but is sensitive to extreme outliers n xi

Suppose we ask 10 people to perform a word processing task and measure the time in minutes which it takes them to complete it. The raw data are as follows: 2 4 3 2 5 2 3 2 4 2 To find the mean, we sum the observations and divide by the number of observations: n Σi = 1 n xi 2 + 4 + 3 + 2 + 5 + 2 + 3 + 2 + 4 + 2 = = 29 / 10 = 2.9 10

Mean (cont.) Now suppose the person who took 5 minutes had real problems and took 60 minutes. The mean now becomes: 2 + 4 + 3 + 2 + 60 + 2 + 3 + 2 + 4 + 2 = 84 / 10 = 8.4 10 Mean is sensitive to every data point in the set

Median (the 50th percentile point) To determine the median, put the observations in size order: 2 2 2 2 2 3 3 4 4 5 Half-way point Hence, median = 2.5 Same is true even if last observation is 60 rather than 5 Thus even if mean shifts from 2.9 to 8.4 (as seen), median remains 2.5.

When to use the Median? Median is appropriate when Data are ordinal Data contain extreme observations which will distort the mean as a measure of central tendency e.g., testers salaries: $45k, $50k, $55k, $57k, $60k, $65k, $150k Median = $57k Mean = $69k

Mode -the most frequent observation 2 2 2 2 2 3 3 4 4 5 Nº Frequency 2 5 3 2 4 2 5 1 Mode = 2 The mode is the only permissible measure of central tendency for nominal data

Measures of dispersion Range - the difference between least and largest scores: Sample Scores Mean I 6,4,7,5 5.5 II 7,10,1,4 5.5 Range for : Sample I: 7-4 = 3 Sample II: 10-1 = 9

Interquartile deviation Range is sensitive to outliers: 2 2 2 2 2 3 3 4 4 5 6 60 Range = 60-2 = 58 25th percentile (Q1) 75th percentile (Q3) 2 2 2 2 2 3 3 4 4 5 6 60 Interquartile range = Q3 - Q1 = 4.5-2 = 2.5

When to use Interquartile deviation Useful where extremes render range undescriptive Less sensitive to outliers, tells us more about the internal spread of data

How do we handle outliers? Usually worth doing two analyses: One with the outlier One without the outlier Outlier might be caused by test design, some odd user behavior or might be a true reflection of some usability issue - so you need to investigate this further...