A FRAMEWORK FOR WORK CENTERED EVALUATION AND DESIGN: A CASE STUDY OF IR ON THE WEB

ANNELISE MARK PEJTERSEN
AND
RAYA FIDEL

MIRA WORKSHOP

Nancy October 1997

AGENDA

1. Why did we do this work? and how?
Limitations

2. Framework for cognitive work analysis

3. The work context of teaching IR on the web

4. Framework for evaluation of system in work context

5. Evaluation of the web in the teaching work context

6. Suggestions for redesign of the web ?

FRAMEWORK FOR COGNITIVE WORK ANALYSIS


THE CASE OF THE WEB

The purpose:

to analyze searching behavior of high school students when they searched the Web for homework assignments

to suggest changes that may improve the students' learning experience.

THE RESEARCH METHOD

A field study using observation and interviews

Eight high school students, each performing about three searches

Each member of the research team set next to a student while she or he was searching and verbalizing thought processes

Interviews: each student, librarian, teacher and principal

Data:transcriptions of think aloud protocols and interviews

Individual case reports describing searching behavior of each student

Final product in the descriptive part is a description of the students' searching behavior

WORK DOMAIN, MEANS-ENDS ABSRACTION LEVELS

Why? Goals and constraints

Why? Priorities and value criteria

What?: General work function

What?: Specific work processes

How? Physical attributes, tools

Survey Question: Draw a map, explain it, ask person to identify the functions she is involved in, redraw the map of what is done, why it is done, what tools are used. Or let person tell about a work case.

ABSTRACTION HIERARCHY (MEANS-ENDS ANALYSIS)

Goals and            Educate students to be informed citizens, active readers,    
Constraints          and to have skills in information technology (IT).           
                     Budget limits; state of current technology; state of         
                     technology available in school, e.g., can school's           
                     computers retrieve maps; regulations by the city's schools   
                     system, such as using a certain online catalog system, or    
                     graduation requirements; quality control of teaching         
                     materials; availability of teaching materials to students;   
                     copyright laws; work regulations on city, state or federal   
                     level.                                                       

Priority             Investment in IT and in teaching materials; integrating IT   
                     into the curriculum; image in the community. Quality         
                     measures: level of library use; level of positive            
                     publicity in media; level of community use of the school's   
                     IT facilities; city and State tests and statistics, such     
                     as demographics, average grade, rate of students'            
                     participation in certain classes; and scores on city,        
                     state and national tests.                                    

General Function     Teaching; development of policies; purchase, organized and   
                     make books available; communication with parents;            
                     developing community projects.                               

Work Process         Teaching courses; teaching IT; teaching information          
                     retrieval; teaching subject courses; prepare class           
                     presentations and activities; prepare assignments; grade     
                     assignments; advise students; participate in training        
                     workshops; information retrieval.                            

Physical Resources   Teachers; librarians; staff; teaching materials; library     
                     books; computers; classrooms; library; Internet access in    
                     library; library homepage linked to course material.         

ACTIVITY ANALYSIS, TASK SITUATION

Prototypical task situations and work functions to be supported by a system

Survey Question: What do you do, why do you do it, what tools do you use

Defines the information sources

TEACHING TASK SITUATION

Goals and constraints

Teach students: plants outside curricu- lum, what is on the Web on horticulture, to search the www

Priority and quality measures

Integrate www into curriculum

General function

Information retrieval

Work process

Explain IR task, give instructions on navigation and error recovery

Physical resources

Internet, www, computers,networks, library, teacher, librarian

TASK SITUATION

Description of information retrieval task:

Teacher explained content of assignment in class

Teacher explained how to search

Librarian explained how to search

Students went to the computers in library

Students searched the Web to find answers

Students wrote down answers

Students handed in assignments to teacher

HORTICULTURE PLANT REPORT

period

Mr. K

Purpose: to learn more about a plant of your choosing. This will expand your knowledge of one specific plant amidst the many plants you are presently studying.

Requirements: -minimum one (written) page

-paper can be computer printed using an eleven or twelve font size

-2 sources properly documented on the last page or separate bibliography page

Discuss in your paper:

1. Genus/species name and common name

2. General description with a sketch or picture

3. origin...where did it come from

4. Historical significance (if possible)

5. Uses (Ex. ornamental, medical, landscaping, food, etc.)

6. Location around the world and in our area (if found here)

7. Growing specifics and the significance of its growing location

8. Personal comments about choice of this plant

Points for Assignment: 25

ABSTRACTION LEVELS OF TASK

Why? Goals and constraints

Learn about one specific plant

Why? Priorities and value criteria

Comments on your choice of plant

What?: General Content

Where did it come from? Location in the world and in our area

Historical significance

What?: Specific content

Growing specifics, genus/species

How? Form, physical attributes

Sketch or picture, Name

HORTICULTURE RESOURCES

period

Mr. K

Horticulture resources

Were Do I Get Information

Directions: The purpose of this assignment is to locate resources you can use to find information about Horticulture topics. The idea is you will find a minimum of 5 resources (excluding...that means NOT including encyclopedias!) and write the following:

--name of resource (book, magazine or other periodical, Internet web site)

--a brief description of what information the resource offers

--how is the resource laid out...diagrams, pictures, step by step instructions to follow, all text (words), etc.

--how you might use the resource in relation to the horticulture class

Here are some web sites to try as well:

    http://pathfinder.com/vg     http://www.garden.com

    http://www.trine.com/GardenNet/AdventGardner

25 points

ABSTRACTION LEVELS OF TASK

Why? Goals and constraints

Locate resources on horticulture- how can resources be used in horticulture class

Not encyclopedias

What?: General Content

What information does the resource contain

What?: Specific content

Horticulture

How? Form, physical attributes

How is the resource laid out,Name and type of resource

ACTIVITY ANALYSIS, COGNITIVE DECISION TASK

The information processes of the task situations to be supported

Situation analysis; Idea generation; Planning; Evaluate alternatives; compare match

Survey Question: What decisions do you make? What questions do you ask? what information do you need?

Defines information use and queries

COGNITIVE DECISION TASKS FOR INFORMATION RETRIEVAL

Analysis of the assignment

Analysis of information needs

Planning a search

Comparison of search results with need (evaluation)

Choose information to write down

ACTIVITY ANALYSIS, MENTAL STRATEGIES

Possible, effective strategies which can be used for decision functions and related resource requirements

Criteria for strategy choice: time, intellectual effort, confidentiality, reliability, availability

Survey Question: How do you do/what are you looking for?

Defines the content of communication

MENTAL STRATEGIES

Browsing: Intuitive scanning; following leads by association without much planning ahead.

The Analytical Strategy: Explicit consideration of attributes of the information need, and of knowledge domain.

The Empirical Strategy: Based on previous experience, using rules or tactics that were successful in the past.

Known Site Strategy: Based on understanding the structure of a URL, entering one to retrieve a site.

Similarity Strategy: Find information based on a previous successful example that is similar to the current need.

PERFORMANCE CRITERIA

Choice of strategy will depend upon performance criteria.

Examples of criteria:

Time

Mental effort

Fun

Learning new things

Social acceptance among students

High grades

Impressing teacher or librarian

RESOURCE REQUIREMENTS FOR MENTAL STRATEGIES

     Strategy         Time          Memory      Domain            System 
                                    Load        Knowledge         Knowledge

Browsing              Much          Little      Little            Little            
Analytical            Much          Much        Average           Much              
Strategy                                                                            
Empirical Strategy    Little        Little      Little            Average           
Known Site            Little        Little      Little            Little            
Strategy                                                                            
Similarity            Little        Little      Much              Much              
Strategy                                                                            

ANALYSIS OF USER CHARACTERISTICS, INDIVIDUAL ACTORS' RESOURCES

The cognitive resource profile: education, skills, competency, level of expertise and subjective preferences

Relates mental models of strategy with levels of expertise/resources and identifies performance criteria; which strategy will be used?

Survey Question: How often do you perform this task? Follow task rules? Depend on your own knowledge? How - use tools?

Defines the form of interface communication

INDIVIDUAL ACTORS' RESOURCES AND PREFERENCES

Students:
_Educational background: grade 11 and 12 (age: 17-18)
_Gender distribution: two girls and six boys
_Varied ethnic origin
_About half were college bound
_Varied computer experience
_Varied experience in Web surfing
_Little experience in information retrieval
_No experience in the subject domain

Teacher: Little Web knowledge; depth of domain knowledge unknown

Librarian: Average Web knowledge; little domain knowledge

NOVICES/EXPERTS

Knowledge-based reasoning:
Thought experiments by means of a mental model (declarative knowledge)
Observations interpreted as symbols

Rule-based action:
Know-how (procedural knowledge)
Observations read as signs

Skill-based manipulation:
Sensori-motor operation on objects. Movements controlled by time-space signals

Skill-rule-knowledge based behaviour

INDIVIDUAL ACTORS' PREFERENCES

Students prefered:
_To surf the Web
_That they could find information faster than in the library
_That all topics were in one place
_The pictures and graphics (and would like more)
_That information was updated
_The access to sites from all around the world
_The access to different kinds of materials
_The access to material with different levels of specificity

ORGANIZATIONAL ANALYSIS, ALLOCATION OF ROLES

What is divided among staff members? Work space, work functions or specialized work processes?

How is it divided, criteria by which people share work ? By organizational tradition, union agreements, work load, functional decoupling, skills, information access, social values and conventions, selforganising interaction and allocation of roles ?

Survey Question: Why do you get this task? Who gives the task? Do you give tasks to others?

Identifies the shared information content for communication on task coordination

ROLE ALLOCATION

Role allocation in the task situations:

Students: searched and gave tips to one another

Teacher: Explained the assignment; gave tips on how to search; and gave help during search about both content of assignment and how to search

Librarian: Gave tips on how to search; gave help during search about both searching and the assignment

ROLE ALLOCATION IN THE COGNITIVE DECISION TASKS:

Students: Made all the cognitive decisions (no role allocation among students)

Teacher: No role

Librarian: No role

All along, both teacher and librarian gave ad-hoc tips related to all cognitive decision tasks, and so did the students among themselves.

SOCIAL ORGANIZATION AND MANAGEMENT STRUCTURE

Management style, hierarchically, authoritative or democratic, or culture values, social conventions

Survey Question: How do you communicate/ cooperate? With whom do you cooperate? Who controls task is done? Is your work important to others?

Determine the form of the commu- nication and coordination of work

MANAGEMENT STYLE & CULTURE

Principle's attitude: the Web is just a tool

Very little financial resources

Very little organization of tasks

Very little organization of cooperation among students, and among teacher, librarian and students

Both teacher and librarian encouraged cooperation of any kind

FRAMEWORK FOR SYSTEM EVALUATION

Defines Boundaries of evaluation

DOES INTERFACE MATCH USERS' RESOURCES AND PREFERENCES?

Students had problems with:

Spelling and typing "long" URLs

Understanding the searching vocabulary

Reading a homepage at a glance

Understanding the functions of scrolling a homepage

Understanding what the site is about after looking at the homepage

Understanding the meaning of links (or to what they would lead)

Having no information about what strategies were available

Navigational links when they were at the bottom of a homepage and thus were not apparent and easy to miss

Planning a search because there was no representation of search strategies

Understanding the role of the different search engines
having no information about options in analytical searching (e.g., Boolean, proximity)

Navigation because they could not find out where they were in a search as a whole

DOES INTERFACE REPRESENTATION MATCH USERS' RESOURCES AND PREFERENCES?

Students had problems when:

Homepages did not reflect the information in the site

There was no information about the subject domain of the site on the homepage

The homepage included no words that were entered as keywords

A homepage did not have graphics

The representation of information on a homepage was cluttered

DOES SYSTEM FUNCTIONALITY SUPPORT USER STRATEGIES?

Problems with Browsing:

Difficult to browse when links on the homepage did not relate to the task domain or subject

Getting lost during browsing because of the large amount of links

Problems with Analytical Strategy:

When trying to conceptualize the search within the subject domain Problems with Empirical Strategy:

When a previous tactic did not produce the same results

Not clear if students always recalled tactics and rules that could have helped them

Problems with Known Site Strategy:

When a URL included unrecognized string of characters

When trying to look for a homepage by attributes others than a URL

When looking for a landmark

Problems with Similarity Strategy:

Not supported at all. Strategy Shifts:

Had often problems in applying a strategy and therefore shifted to another strategy

Problems when trying to shift strategies

Difficult to shift from browsing to analytical, or any other strategy, without starting a search from the beginning

Problems with Navigation:

Difficult to figure out where one was, where one is, and where are one's landmarks

DOES THE SYSTEM SUPPORT COGNITIVE DECISION TASKS?

Analysis of the assignment:

Problems in understanding the assignment

Analysis of information needs:

Many problems before and during searching with analyzing information needs. When they were thinking aloud they addressed this issue frequently and also asked for help from librarian and teacher

Problems when trying to retrieve by a specific attribute (e.g., a picture of a plant)

Problems in knowing what type of resources are available in horticulture Planning a search:

There was no planning before the search begun

Problems in having no information about what strategies were available

Many difficulties when planning during the search that generated many requests for help from librarian or teacher Comparison of search results with need (evaluation):

At times there were difficulties in deciding whether a certain sentence on the screen answered a question on the assignment, and students asked librarian for help

Confusion when it was not clear if the results corresponded to the keywords used in searching

Difficulties in comparing a URL on the screen with the one entered

Choose information to write down:

There was no selection of which relevant information to write down

DOES THE SYSTEM SUPPORT TASK SITUATION?

The system did not support the teacher when he explained the content of the assignment

The system did not support the teacher or the librarian in explaining how to search when the assignment was first given

The system did not support the teacher or the librarian when they helped students during the search

Students wrote down sentences from screen, word by word, on assignment sheet, or on a piece of paper. This took a long time.

There was not always enough space on the assignment sheet for the answers

Teacher's goals for the assignments:

Did the Web help students to learn more about plants?

The assignment helped students very little to know what is on the Web on horticulture

Did students learn to search and learn to use the web?

It helped students very little to learn how to find information on the web

The students learned very little about Web searching

DOES THE SYSTEM SUPPORT ROLE ALLOCATION AND COOPERATIVE WORK?

There was no functionality in the system that supported these but the teacher encouraged cooperation among students

There was no communication over the Internet among librarian, teacher, and students

Did the users accept the system in the work situation?

Students accepted and liked searching the web when they had the freedom to decide what to look for, but had great difficulties when they needed to find specific, well-defined information

But Students became disenchanted with the Web for the work context because it took much time and required much mental effort, rarely with complete success.

It was easier to find specific information in a book than on the Web. They had to wait long for graphics to upload

DOES THE SYSTEM SUPPORT THE WORK CONTEXT?

Did the users accept the system in the work situation?

Teacher accepted

Librarian accepted enthusiastically

What impact did the Web have on the work context?

School's goals:

Did the students acquire skills in the use of IT?

IT was integrated into the Horticulture curriculum but the library homepage did not correspond to the course

Circulation of library material tripled

CONCLUSION: SUGGESTIONS FOR REDESIGN OF THE WEB ?

Once we take into consideration all facets involved in the work-centered approach, the picture is becoming much more complex than in the Cranfield-style approach.

Evaluation touches upon many different facets, and each facet, sub facet, or combination of facets require its own criteria for evaluation

Many suggestions for redesign of the web for this particular work context can be derived from this evaluation

We did not have time to make in depth analysis of users' questions during the IR decision tasks (abstraction levels)

GROUP TASK

Given the deficiencies listed in your area of expertise (see below), decide how you would re-design the system to improve its performance.

Once you agreed on a how to improve the system, design a study to evaluate its performance.

Your expertise is:

MEANS-ENDS ABSTRACTION HIERACHY OF USERS' QUESTIONS

                Domain: Web sites                  Domain: User Needs                                
Why: Author Intention;  Information; Education;    Goals: Why ? User's Ultimate Task and Goal        
Emotional Experience.                                                                                
Why: Professional paradigm;  Style Literary or     Value criteria: Why? Value Criteria Related to    
Professional Quality; or School.                   Reading Process and/or Product                    
What: General Frame of Content;  Cultural          General Content: What? 
General Topical Environment, Historical Period, Professional Interest of Historical, Geographical or Social Context. Setting. What: Specific, Factual Content. Episodic, Specific content: What? Topical Interest in Course of Events; Factual Descriptions. Specific Content How: Level of readability. Physical Accessibility: How? User' s Reading Ability, Characteristics of sources; Form, Size, Color, perceptual and cognitive capability Typography, Source, Year of Print.
(Example of work to be done: analysis of users' questions during IR on the web. Example from previous work)