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\Block 20. Abstract (continued)
tasks with controlled levels of added workload which could be tailored tospecific system and mission contexts, three methods of workload scalingwere app!lied to 13 communicat ions tasks typical of those occurring inthe A-It) aircraft. The first technique provided workload estimates basedon the information transmission demands of communications activities.Informnationl theoretical metrics were applied to the perceptual decisionsanid manual act ion decisions required in response to incoming messages, InTaI second scaling effort, this approach was supplemented by estimates of theadd ititonal cont ribhution to workload of memory demands , in format iongathering activities, and instruction complexity, which wore noitI.bv thle informat ion theoretical measures P.<il ot opilitll. 0 1' W-IaIssocitated with messages Contained illt?~iiir I, Ii 'ii I k
oh tined by a pa ired comflhir i son!; I .eloi ip . . w 1,11 ,. It i
tial I t vte ,. I I e .1id tliI WC i ) )I ! J.-Y i i %'-'I I In ON f S Iiriee-dtliir. wert-ti.1 i lt'd t oI ormh .i lilIr i d .111.11 v t iei ISCA I . Thle t i nal Iscel I lg, appIroachII lit-d )In sl~i jkeive cst in~ites of the work loal. associated with complete
.ivnvno n tea',t ioins taisks . Pilot rankings of the tasks were used to der ive aseth e based onl mod(if ied Thurs toni an procedures. Nonparamet ric correlIa-
iona I p roceditre s reveal ed Considerable agreement among the resulIt sof the three, sctiling methods.
'11e finail sect ion of this report oti ties aI pl an for experimental diual taskpierfoirmance s tudites to test tile sens it jvitv of thle commnicat ions tasks toprimary t ask workloaid and to eval ml te thle thtree a priori scalin~ g methods.
A "f
PREFACE
This report describes the development and scaling of pilot radio communica-
tions activities for use as operationally oriented subsidiary workload
measurement tasks. The report was prepared in part by Systems Research
Laboratories, Inc. (SRL), 2800 Indian Ripple Road, Dayton, Ohio 45440,
under Contract F33615-79-C-0503. The work was performed in support of AFSC
Project 7184, Man-Machine Integration Technology for the Air Force, for the
Air Force Aerospace Medical Research Laboratory (AFAMRL), Human Engineering
Division (HE), Wright-Patterson Air Force Base, Ohio 45433; and of AFSC
Project 7930, Advanced Crew Technology, for the United States Air Force
School of Aerospace Medicine (USAFSAM), Advanced Crew Technology Division
(VN), Brooks Air Force Base, Texas 78235.
The authors gratefully acknowledge the assistance of Capt. Ted Fraley,
Hq TAC/DOOTB, Langley AFB, for the initial draft of the A-10 communications
messages; and Mr. Michael Spencer, ASD/AERS, for materials on a recent A-l0
study that used communications as a secondary stressor. The authors also
wish to express their gratitude to Mr. John Greene (SRL) who supervised the
collection of the subjective data from various Air Force and 121st TFW Ohio
Air National Guard pilots.
A J \
,'i
I DIN*
TABLE OF CONTENTS
Sect ion Page
I INTRODUCTION 4
CONCEPTUAL BACKGROUND 4
SUBSIDIARY COMMUNICATIONS TASKS 6
THE SCALING PROBLEM 9
ANALYTICAL SCALING 12
INFORMATION TihEORY 12
ANALYSIS 12
SUPPLEMENTARY MEASURES OF THE INFORMATION
PROCESSING( DEMANI)S OF COMMUNICATIONS REQUESTS 21
PROCESSINC; COMPiEXITY 21
METO{D! 24
RESULTS 24
4 SUBJECTIVE SCALING 31
PILOT RANKI N(; 31
M EO!Tol) 31
RSU!.'fIS 32
)ISCUSSION *3
SCALIN SUMMARY AND CtoMPAR I SONS 10
lWORKIOAD TEIORY AND SECONDARY
C O.MMUN I CAT IONS TASKS 17
,UTURE RES ,ARCI I8
A'PEND[X I A-1(1 COMMIUN ICATIONS lkORKI,OA!) SCENARIOSBROKEN DOWN INTO TASKS 40
AP'ENIDIX 2 %-1) C:IIMMUNICA'!I N CONTROLS AND sWI''C!! 'OSIT IONSAN) I'ROCED)IIRES FOR 1ISSION START 4(f
A!'PI.N I)X I TASK kORKIOAI VAI,l1!., 4( i
AI'PEND IX 4 INSI'RUCTI ONS AND) SAMI'E, PAGE !ROM t'AI REIU
CoMI'AR I SONS 5
R : .',R .NC:. 'F 7
• ,m = , . . .. .
LIST OF TABLES
Number Page
1 Approaches to the Development ofa Communications Workload Scale 11
2 Communications Processing Decisions 14
3 Information Theoretical Calculations lt
4 Summary of Analytical Scaling Effort 20
5 Messages Extracted From Communications Tasks 2
6 Dimensional Analysis of Messages 23
7 Proportions of Pilots Who Rated Messages in
Columns Higher in Workload than Messages
in Rows
8 Derived Workload Scale Values for MessagesExtracted From A-1O Communications Tasks 2t
9 Normalized Workload Weightings for Additional
Information Processing Dimensions
10 Calculation of Hybrid Analytical Scale Values
11 Calculation of Subjective Workload Valuesfrom Pilot Rankings of Communications Tasks 14
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Section 1
INTRO1)UCT ION
CONCH.I1TUAL BACKG(ROUNI)
Mental workload is a problem of increasing importance in modern airborne
weapon systems. The expanding capabilities of military aircraft achieved
through the incorporation of sophisticated technology are responsible for a
proportional growth in the monitoring and decision making responsibilities
of the individual crew member. As these task demands continue to accel-
erate, human information processing capacities and limitations become more
critical determinants of total system performance. Consequently, in order
to insure mission success, a variety of accurate and reliable methods are
needed to assess aircrew workload at all levels of system development.
Because mental processes are not directly observable, a number of subjec-
tive, physiological, and performance indices have been offered as measures
of mental workload. Concerns for quantification and reliability make
objective measures of workload preferable to subjective estimates in many
applied settings. The secondary task methodology is the most widely used
objective measure of workload and is the technique with the greatest amount
of research support (Wierwille and Williges, 1978). The use of secondary
tasks is based on the assumptions that an upper bound exists on the ability
of the human operator to process information and that the mental resources
which form this limited capacity can be shared among tasks. The method-
uluf, requires the operator to perform an extra task along with a primary
task of interest. Workload measures are derived by comparing single and
dual task performances.
As noted by Ogden, Levine, and Eisner (1979), secondary tasks can be used
to estimate workload in two general ways. In one type of experimental
situation, an additional task is added to induce stress. The purpose of
this manipulation is to increase total workload in order to improve the
sensitivity of primary task performance measures. The more traditional
4
application of the secondary task is to derive a measure of spare mental
capacity. In this case, the primary task receives priority while the
secondary task is relegated to residual processing resources. An estimate
of primary task workload is made by assessing the magnitude of the dif-
ference in secondary task performance between the single task and the dual
task conditions.
The workload literature documents a variety of tasks that have been used
within these two paradigms with varying degrees of success. In order to
provide some guidance for the selection of appropriate tasks, Knowles
(1963) listed several characteristics which secondary tasks should have in
order to maximize the sensitivity and validity of measurement.' Tasks
should be easily learned and scorable, and task demand should be manipu-
lable over a range of difficulty. In order to eliminate peripheral inter-
ference, secondary tasks should not share input or output modalities with
the primary task. Furthermore, secondary tasks which tap a variety of
'nformation processing functions are preferable to those which load only
specific cognitive structures. Ogden et al. (1979) added the important
criterion of acceptance by the operator. Whether used to induce stress or
to measure reserve capacity, secondary tasks should be chosen to achieve
face validity and congruence with the overall performance situation.
Operator acceptance is an especially crucial factor in operational environ-
ments where failure to integrate the extra task would lead to the contami-
nation of results because the operator either neglects the task or allows
it to assume an artificially high priority.
Although some secondary tasks come close to meeting many of these criteriaj
in a given situation, additional problems arise with most tasks when thoir
use at different stages of system development is taken into consideration.
The criteria discussed by Knowles (1963) are specific to practical issutesassociated with secondary task methodology. Theoretical considerations mayalso place restrictions on task selection and interpretation. These fac-tors are addressed in Section V of this report.
5
Schiflett (1976) noted that the majority of workload measures were devel-
oped for, and are most applicable to, the early design stage in which
experimentation is confined to a laboratory setting. At the level of
operational test and evaluation or even during high fidelity simulation,
these measures often become difficult or impractical to employ. Wierwille
and Williges (1978) reviewed several factors which affect the feasibility
of using various workload measurement techniques in an in-flight environ-
ment. Physical variables such as the size, weight, and portability of
experimental equipment are obvious problems that can be solved with further
technological development. However, the potential for intrusion on primary
flight 2ontrol performance is a danger that would accompany the use of
nearly all traditional secondary tasks. The probability of such inter-
ference would be greatest when the added task is artificial and novel in
nature and, therefore, apt to cause involuntary distraction from critical
act ivities.
The combined problems of operator acceptance and intrusion severely limit
the use of objective secondary task measures of workload in high fidelity
flight simulation or operational test environments. At best, presently
available laboratory tasks have questionable validity in these situations,
and at worst could impair flight safety. For these reasons, workload
measurement at the critical later stages of system evolution is often
performed using relatively informal and qualitative techniques.
SUBSIDIIARY COMMUN ICATIONS TASKS
A secondary task which would be suitable for assessing mental workload or
for increasing workload stress during high level simulation or in-flight
test should be fully integrated with existing system hardwar, and with the
crew member's conception of his task and mission environment. By its
nature, such a task would be a realistic component of crew station activity,
vet one which is logically and experimentally separable from tle primary
flight performance of interest. The effort described in this report was
directed toward developing methods for adapting radio communications activi-
ties for use as secondary loading tasks which woold fulfull these criteria
"Now-
while providing a quantifiable means of measuring the workload of aircrew
members.
The aircraft radio communications which appear to be most amenable to this
application are those initiated by a message sent fro-a any of a number of
combat elements to the pilot whose level of workload is to be assessed.
Upon detection and identification of a relevant message, the pilot must
engage in verbal and manual actions in response to the information that he
receives. Such tasks closely resemble the nonadaptive discrete secondary
tasks used in numerous workload studies (see Wierwille and Williges, 1078)
and, upon further analysis, appear to embody many properties of a good
workload measure. Initially, it is apparent that communications activities
call upon a wide range of perceptual, cognitive, and motor abilities and
have the potential of being varied along several dimensions ef difficulty.
Furthermore, the opportunity for peripheral input or output interference is
minimized. Communications tasks occupy only the auditory input Channel,
thereby eliminating effects of sensory interference which would reduce the
validity of any visual secondary task. Likewise, the chance for output
interference is obviated since verbal responses are uniquely assisned to
communications functions in present aircraft systems and all manual
switching activities are designed to be dealt with by the pilot's hand not
required for aircraft control. From the hardware point of view, communi-
cations tasks are advantageous secondary tasks because they require no
additional displays or controls for the pilot; and they permit the experi-
menter to control task presentation and to record performance dat; usin
existing communications channels.
Most importantly, communications tasks are already an integral part of the
pilot's in-flight duties. As a result, lengthy training requirements are
eliminated and high face validity is achieved. Furthermore, the realistic
nature of the task makes artificial task interactions and intrusion improl)-
able because the pilot has predetermined attentional priorities assigned to
both communications and other cockpit functions.
7
The concept of using communicat ions tasks to manipulate workload was tested
informal ly during a recent studv using, an A-lO full-mission simulation
(Spencer, 1979). INhile the pilots delivered stand-off weapons against tank
targets, communications tasks requiring radio switching, radio tuning, and
verbal responses were presented in order to increase workload. Although no
quantitative data were presented, Spencer reported that the effects of
communications stressors on total system performance were operationally
significant.
These suggestive results, combined with the urgent requirement for nonin-
trusive objective measures, stimulated the research to develop and validate
the concept of using secondary communications tasks for workload assessment
in R&) simulation. A primary goal was to devise communications tasks
quantified with respect to workload and which would maintain a high level
of operational realism. Accordingly, specific aircraft and mission types
were selected to derive the source material to be used to generate communi-
cations tasks and to validate the resulting workload assessment method-
ology. The formulation of secondary communications tasks for A-i0 air-to-
ground missions is described in this report. Evaluation of these secondary
tasks will he performed in limited and full scale mission simulation. If
the results of the evaluation suggest that this approach is viable, addi-
tional tasks will be developed to fulfill other Air Force workload assess-
ment requirements. Care will be taken to obtain review of such tasks by
potential users to ensure that face validity and pertinence of the communi-
cations tasks are preserved.
The initial phase of task development involved the acquisition of source
materials for the A-i air-to-ground scenarios. Extensive interviews with
a current Tactical Air Command A-10 pilot led to the compilation and organi-
zation of the 13 communications tasks shown in Appendix I. The tasks were
drawn from six scenarios representative of the types of communications
which would occur as the pilot (Tiger 1) leaves his holding orbit outside
the forward edge of battle area (FEBA), descends to terrain avoidance (TA)
Fitts, P. M. and M. I. Posner. Human Performance. Belmont, CA: Brooks/Cole Publishing Company, 1967.
Hawkins, I. L. and Kethcum, R. D., "The Case Against Secondary TaskAnalyses of Workload," Center for Cognitive and Perceptual Research,Technical Report No. 6, Eugene, OR: University of Oregon, January 1980.(A) A680792)
Hays, U. L. Quantification in Psychology. Belmont, CA: Brooks/ColePublishing Company, 1967.
Hyman, R., "Stimulus Information as a Determinant of Reaction Time,",Journal of Experimental Psychology, 1953, 45, 188-196.
Kahneman, 1). Attention and Effort. Englewood Cliffs, NJ: Prentice-Hall,1973.
Knowles, U. B., "Operator Loading Tasks," Human Factors, 1963, 5, 155-161.
Nunnally, J. C., Psychometric Theory. New York, NY: McGraw-Hill Book Co.,1967.
Ogden, (;. D., J. M. Levine and E. J. Eisner, "Measurement of Workload bySecondary Tasks," Human Factors, 1979, 21, 529-548.
Sanders A. F., "Some Remarks on Mental Load," in N. Moray (Ed.) MentalWorkload: Its Theory and Measurement, New York, NY: Plenum Press, 1979.
Schiflett, S. C., "Operator Workload," SY-257R-76, U.S. Naval Air TestCenter, Patuxent River, Ml), December 1976.
Shannon, C. E. and W. Weaver. The Mathematical Theory of Communication.Urbana, IL: University Illinois Press, 1949.
Spencer, M. Personal Communication, 1979.
Thurstone, L. L., "A Law of Comparative Judgment", psychological Review,1927, 34, 273-286.
./ickens, C. ). "Measures of Workload, Stress and Secondary Tasks," inN. 'lorav (Ed.) Mental Workload: Its Theory and Measurement, New York,N;Y: Plenum Press, 1979.
Wierwille, W. W. and R. C. Williges, "Stirvev and Analysis of OperatorWorkload Assessment Techniques" Svstemetrics, Report S-78-101, Blacksburg,VA, September 1978.