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The Effects of Interface Design on Telephone Dialing Performance Master’s thesis in Computer Science Andrew R. Freed 4/30/2003
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The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

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Page 1: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

The Effects of Interface Design on Telephone Dialing Performance

Master’s thesis in Computer Science

Andrew R. Freed

4/30/2003

Page 2: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

The Effects of Interface Design on Telephone Dialing Performance

Towards automatic interface evaluation Methods of evaluation Experiment design Three analyses Comparison of analyses Further work

Page 3: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Towards automatic interface evaluation Why not test with actual users instead? It takes too much time and money! Automatic evaluation has been useful in

the past (Project Ernestine - Gray et al 1992) to the tune of $2.4M savings/year

Several proposed tools will make this type of evaluation easier

Page 4: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Towards automatic interface evaluation Motivation:

– Eye-tracking studies by Byrne (1999, 2001) and Hornof (1997)

– Cognitive models as surrogate users (Ritter 2001)

Page 5: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Towards automatic interface evaluation 100 phones to choose from Selected 10 for analysis

Page 6: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Towards automatic interface evaluation 10 tasks (Ritter 2000)

– 1. Call home (*)

– 2. Call work (*)

– 3. Redial last number (*)

– 4. Call directory inquiries

– 5. Call mother (*)

– 6. Conference call work and home (*)

– 7. Conference call work (flash) then home

– 8. Forward call to another number (*)

– 9. Forward call (flash) to another number

– 10. Hang up

Page 7: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Towards automatic interface evaluation 10 telephone numbers

– 814-866-5000 215-654-5785– 123-654-7890 814-234-9657– 814-863-5000 740-611-9273– 412-268-3000 101-010-1010– 606-193-3012 103-273-1029

and 3 other tasks– Forward, redial, conference call

Page 8: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Methods of evaluation

Possible tools Cognitive architectures ACT-R/PM Generic Simulated Eyes and Hands Focused analysis methods

Page 9: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Possible tools

Ivory’s tools to evaluate websites (2001) Apex (M. Freed 1998) and iGen

(Emmerson 2000) model complex tasks Glean (Kieras et al 1995) evaluates Lisp

interfaces Shortcomings: no learning, no visual

search, tied to a specific interface format, no cognitive theory

Page 10: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Cognitive architectures

Unified theory of cognition (Newell 1990)

Simulate human behavior Perceptual and motor capability

(simulated eyes and hands) Can do visual search, click buttons,

sometimes learn

Page 11: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Cognitive architectures (examples) EPIC (Kieras and Meyer 1997) - has visual

search and perceptual/motor skills… but only evaluates Common Lisp interfaces

Soar (Newell 1990) - also has visual search, perceptual motor skills, plus learning… but only evaluates Tcl/Tk interfaces (or requires a socket connection)

ACT-R/PM (Anderson & Lebiere 1998, Byrne 2001) - nearly identical benefits and limitations as EPIC, plus has learning

Page 12: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

ACT-R/PM

Why did we choose ACT-R/PM? Well-accepted cognitive architecture Used in past to evaluate interfaces Can overcome the “Lisp interface-only”

problem with generic eyes and hands

Page 13: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Generic Simulated Eyes and Hands Segman (St. Amant & Riedl 2001) can

parse a Windows screen capture and determine the interface components

Can use interfaces written in Lisp, Tcl/Tk, HTML, Visual C++, ...

Segman can be connected to ACT-R/PM

Page 14: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Focus of analysis

A - Analytical model (Fitts’ Law) B - Cognitive model (ACT-R/PM) C - Human data

Page 15: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

General experiment design

Analytical model, cognitive model, and human users interact with same interfaces

Analytical model dials each number once on each phone, does not do other tasks

Cognitive model: Dialed each phone number 50 times on each phone, performed other phone tasks 50 times on each phone.

Human users (N=9): Dialed each phone number on each phone, performed other phone tasks once on each phone

Page 16: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Experimental software

General experiment design

Page 17: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

General experiment design

Cognitive model and users– Timing and mouse-click logging– Eye-tracking– Users can control pace of trials, model does not

“care” Analytical model

– Does not need to “see” telephones– Mathematical formula with pixel-level input

yields “reaction times”

Page 18: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

A. Fitts’ Law analysis

What is Fitts’ Law? Numerical analysis Simple conclusions and problems

Page 19: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

What is Fitts’ Law?

Fitts’ Law (two possible forms):– MT = a + b * LOG2(2 * D/W) (Fitts 1954)

– MT = max(tm, k * LOG2[0.5 + D/W]) (Card et al, 1983)

MT is mouse movement time D is distance to target, W is target width a, b, k are constants tm is minimum movement time

Page 20: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Numerical analysis

Collected pixel-level input about telephones (size and location of buttons)

Dialing a phone requires 10 movements Total the times from the 10 movements

and a base dialing time is established (with no visual search!)

Page 21: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Numerical analysis

Validating our choice of sample telephone numbers (R2 = 0.96)

Page 22: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Simple conclusions and problems

Fitts’ Law analysis is fast (it is just an equation!)

Does not consider many factors Not affected by any aspect of interface

design other than button sizing and spacing

Page 23: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

B. ACT-R/PM model analysis

Description of model Visual search predictions ACT-R/PM makes different reaction

time conclusions

Page 24: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Description of ACT-R/PM model

Model has three main components that can operate in parallel: – retrieve a phone digit from memory– visually search for the digit– move the mouse/click on a digit (governed

by Fitts’ Law) Composed of 71 production rules

(mostly for visual search)

Page 25: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Description of ACT-R/PM model

Visual search strategy: random or systematic

One production for random search Find-random-target

IF the goal is to find a phone target

THEN find a visual object of type text which has not been attended lately

Page 26: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Description of ACT-R/PM model

Sixty productions for systematic search Systematic-search-from-targetIF a digit x is in the visual buffer

AND the goal is to find a target y

AND y is in direction z from x

THEN find a visual object of type text in direction z from target x which is within the bounds of the keypad

Page 27: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Visual search predictions

Count fixations and note fixation locations Search for the keypad is random Search within the keypad is systematic The telephones do not generally require a

statistically significant different number of fixations to dial (about 16)

(The telephone numbers are significantly different)

Page 28: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Visual search predictions

Model trace

Page 29: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Visual search predictions

Phone 4 Phone 9

What’s wrong with this picture?

Page 30: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Visual search predictions

Two phones are predicted to have abnormally long visual searches

These phones require approximately sixty fixations (average on others was sixteen)

Phone 4 has an upside-down keypad -- the systematic search fails!

Phone 9 contains extra information on the buttons… distracts the visual search

We will see the model takes much longer than humans to dial these phones

Page 31: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

ACT-R/PM makes different reaction time conclusions This is no surprise - more factors are

being considered Phones 4 and 9 pay a large visual

search penalty Fitts’ Law still a factor - phones with

“Fitts’ Law violations” still perform worse

Page 32: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

ACT-R/PM makes different reaction time conclusions

Page 33: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

ACT-R/PM makes different reaction time conclusions The phones are often shown to have different

dialing times (T-test, p<.05) The significance level of the differences

depends on the telephone number being dialed

On average, approximately 8.7 seconds to dial a telephone.

Never faster than six seconds No errors!

Page 34: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

ACT-R/PM makes different reaction time conclusions Model is able to perform additional

tasks (redial, forward, conference) with a random search

Model does not always succeed but never gives up

Will attend the same visual target several times

Page 35: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

C. User data analysis

Where and how users look (eye-tracking)

Humans make errors Summary of user reaction times

Page 36: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Where and how users look

Fast random search for keypad Systematic search within keypad

Page 37: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Where and how users look

User trace

Page 38: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Where and how users look

Users require approximately the same number of fixations per telephone as the model did (also true for telephone numbers)

User able to cope with phones 4 and 9 by changing search strategy– Phone 4: “Up is down, down is up”– Phone 9: Ignore ABCs on the keypad

Page 39: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Where and how users look

Fixation comparison across numbers (R2 = 0.11)

Page 40: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Where and how users look

Fixation comparison across 8 phones (R2 = 0.34)

Page 41: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Humans make errors

Errors not predicted by the automatic analyses

Depend on several factors– Number being dialed– Dialing speed (weak correlation)– Interface being used

Page 42: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Errors dependent on interface

Most errors on “Fitts’ Law violators” Least errors when large and adjacent

buttons Users will move mouse while clicking

(ACT-R/PM will not), this can cause errors

Possible to estimate number of errors with Fitts’ “index of difficulty”?

Page 43: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Summary of reaction times

User on average more than one second faster than model

This probably due to efficient pipelining of motor tasks (room for ACT-R/PM improvement)

Users can dial as fast as 3.5 seconds (average is seven seconds)

Page 44: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Summary of reaction times Model (R2 = 0.41), Fitts’ (R2 = 0.85), user dial

time across phones

Page 45: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Summary of reaction times

Users can do other phone tasks faster than ACT-R/PM

Users can find the target under varied conditions

Users try more strategies to find target Users will give up if they can’t succeed!

Page 46: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Summary of reaction times

Model vs user on extra tasks (R2 = 0.60, 0.26, 0.11)

Page 47: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Summary of reaction times

User data also shows that the interfaces are often significantly different (p <.05), though less often than the model says

User time differences also depend on the number being dialed

Theory: users less affected by additional interface objects than ACT-R/PM

Page 48: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Comparison of analyses

Analytical model is not enough Visual search differences between ACT-R/PM

and users ACT-R/PM and Segman need better

representation of interfaces Cognitive models can make more complicated

predictions ACT-R/PM model is generally slower than

users

Page 49: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Further work

Cellular phones– This analysis does not work “out of the box” for

cellular phones– These phones have different tasks! (Golightly

2003) Hutchinson 3G UK phone task (Golightly 2003)

– Analysis of menu controls for cellular phone menus, included analytical model

– Interface became easier to use when more directional controls were provided

Page 50: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Further work

Analyzing ten additional designs– Easy if you use existing automatic models!

• Fifteen minutes for Fitts’ Law analysis• Forty-five minutes for 500 model runs

– Hard if you test with actual users!• Can take weeks to get scheduled• Humans miss appointments

Page 51: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Further work

This analysis is generalizable– The same procedures and techniques can be done

with other types of interfaces– Automatic models provide fast, easy analysis that

mirrors human performance– Must do task analysis first, otherwise you will test for

wrong tasks– The hard work (Fitts’ Law, ACT-R/PM, Segman) has

already been done– Cognitive models are available freely as open source

Page 52: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Thank you!

Any questions?

Page 53: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

Why is this Computer Science?

Interfaces affect how computers are used (Project Ernestine)

Cognitive modeling is an inter-disciplinary effort

Automatic analysis similar to SPICE Analysis of visual search algorithms

– Random search: O(10*n)– Systematic search: O(10+n>0,<1)

Page 54: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

References Anderson, J. R., & Lebiere, C. (1998). The atomic components of thought. Mahwah, NJ: Lawrence

Erlbaum. Byrne, M. D. (1999). ACT-R Perceptual-Motor (ACT-R/PM) version 1.0b5: A users manual. Houston,

TX: Psychology Department, Rice University. Byrne, M. D. (2001). ACT-R/PM and menu selection: Applying a cognitive architecture to HCI.

International Journal of Human-Computer Studies, 55, 41-84. Card, S., Moran, T., & Newell, A. (1983). The psychology of human-computer interaction. Hillsdale,

NJ: Lawrence Erlbaum Associates, Inc. Emmerson, P. (2000). Review of iGEN software. Ergonomics in Design, 29-31. Fitts, P. M. (1954). The information capacity of the human motor system in controlling the amplitude of

movement. Journal of Experimental Psychology, 47, 381-391. Freed, M. A. (1998). Simulating performance in complex, dynamic environments. Northwestern,

Evanston, IL. Golightly, D. (2003). Personal communication. Gray, W. D., John, B. E., & Atwood, M. E. (1992). The precis of Project Ernestine or An overview of a

validation of GOMS. Proceedings of the CHI‘92 Conference on Human Factors in Computer Systems. Hornof, A. J., & Kieras, D. E. (1997). Cognitive modeling reveals menu search is both random and

systematic. Proceedings of the CHI‘97 Conference on Human Factors in Computer Systems, New York, NY.

Page 55: The Effects of Interface Design on Telephone Dialing Performance Masters thesis in Computer Science Andrew R. Freed 4/30/2003.

References Ivory, M. Y., & Hearst, M. A. (2001). The state of the art in automating usability evaluation of

user interfaces. ACM Computing Surveys, 33(4), 470-516. Kieras, D. E., & Meyer, D. E. (1997). An overview of the EPIC architecture for cognition and

performance with application to human-computer interaction. Human-Computer Interaction, 12, 391-438.

Kieras, D. E., Wood, S. D., Abotel, K., & Hornof, A. (1995). GLEAN: A computer-based tool for rapid GOMS model usability evaluation of user interface designs. Proceedings of the ACM Symposium on User Interface Software and Technology (UIST'95), New York, NY.

Newell, A. (1990). Unified theories of cognition. Cambridge, MA: Harvard University Press. Ritter, F. E. (2000). A role for cognitive architectures: Guiding user interface design. Seventh

Annual ACT-R Workshop, Department of Psychology, Carnegie-Mellon University. Ritter, F. E., & Young, R. M. (2001). Embodied models as simulated users: Introduction to

this special issue on using cognitive models to improve interface design. International Journal of Human-Computer Studies, 55, 1-14.

St. Amant, R., & Riedl, M. O. (2001). A perception/action substrate for cognitive modeling in HCI. International Journal of Human-Computer Studies, 55, 15-39.