Description

Book Synopsis
A comprehensive research guide for both quantitative and qualitative research methods Written by a team of authorities in human-computer interaction (HCI) and usability, this pedagogical guide walks you through the methods used in HCI and examines what are considered to be appropriate research practices in the field.

Table of Contents

About the Authors xvii

Acknowledgments xviii

Preface xix

1 Introduction 1

1.1 Changes in topics of HCI research over time 3

1.2 Shifts in measurement in HCI 5

1.3 Inherent conflicts in HCI 9

1.4 Interdisciplinary nature of HCI research 11

1.5 Communicating your ideas 13

1.6 Research and usability testing 14

Summary of Chapters 14

Discussion Questions 15

Research Design Exercise 16

References 16

2 Experimental Research 19

2.1 Types of behavioral research 20

2.2 Research hypotheses 22

2.2.1 Null hypothesis and alternative hypothesis 23

2.2.2 Dependent and independent variables 25

2.2.3 Typical independent variables in HCI research 25

2.2.4 Typical dependent variables in HCI research 26

2.3 Basics of experimental research 27

2.3.1 Components of an experiment 27

2.3.2 Randomization 28

2.4 Significance tests 30

2.4.1 Why do we need them? 30

2.4.2 Type I and Type II errors 32

2.4.3 Controlling the risks of Type I and Type II errors 34

2.5 Limitations of experimental research 34

Summary 36

Discussion Questions 37

Research Design Exercises 38

References 38

3 Experimental Design 41

3.1 What needs to be considered when designing experiments? 43

3.2 Determining the basic design structure 44

3.3 Investigating a single independent variable 45

3.3.1 Between-group design and within-group design 46

3.3.2 Choosing the appropriate design approach 49

3.4 Investigating more than one independent variable 53

3.4.1 Factorial design 53

3.4.2 Split-plot design 54

3.4.3 Interaction effects 55

3.5 Reliability of experimental results 57

3.5.1 Random errors 57

3.5.2 Systematic errors 57

3.6 Experimental procedures 63

Summary 64

Discussion Questions 65

Research Design Exercises 65

References 66

4 Statistical Analysis 69

4.1 Preparing data for statistical analysis 70

4.1.1 Cleaning up data 70

4.1.2 Coding data 71

4.1.3 Organizing data 73

4.2 Descriptive statistics 73

4.2.1 Measures of central tendency 73

4.2.2 Measures of spread 74

4.3 Comparing means 74

4.4 T tests 76

4.4.1 Independent-samples t test 76

4.4.2 Paired-samples t test 76

4.4.3 Interpretation of t test results 77

4.4.4 Two-tailed t tests and one-tailed t tests 78

4.5 Analysis of variance 78

4.5.1 One-way ANOVA 79

4.5.2 Factorial ANOVA 80

4.5.3 Repeated measures ANOVA 82

4.5.4 ANOVA for split-plot design 83

4.6 Assumptions of t tests and F tests 86

4.7 Identifying relationships 86

4.8 Regression 89

4.9 Nonparametric statistical tests 91

4.9.1 Chi-square test 92

4.9.2 Other non-parametric tests 94

Summary 94

Discussion Questions 95

Research Design Exercises 96

Team Exercises 96

References 96

5 Surveys 99

5.1 Introduction 100

5.2 Benefits and drawbacks of surveys 101

5.3 Goals and targeted users for survey research 102

5.4 Probabilistic sampling 103

5.4.1 Stratification 105

5.4.2 Response size 106

5.4.3 Errors 106

5.5 Non-probabilistic sampling 107

5.5.1 Demographic data 107

5.5.2 Oversampling 108

5.5.3 Random sampling of usage, not users 109

5.5.4 Self-selected surveys 109

5.5.5 Uninvestigated populations 109

5.6 Developing survey questions 111

5.6.1 Open-ended questions 111

5.6.2 Closed-ended questions 112

5.6.3 Common problems with survey questions 113

5.7 Overall survey structure 113

5.8 Existing surveys 115

5.9 Paper or online surveys? 116

5.10 Testing the survey tool 118

5.11 Response rate 119

5.12 Data analysis 120

Summary 121

Discussion Questions 121

Research Design Exercise 122

References 122

6 Diaries 125

6.1 Introduction 126

6.2 Why do we use diaries in HCI research? 127

6.3 Participants for a diary study 130

6.4 What type of diary? 132

6.4.1 Feedback diary 132

6.4.2 Elicitation diary 133

6.4.3 Hybrid feedback and elicitation diary 134

6.5 Data collection for the diary study 134

6.6 Letting participants know when to record a diary entry 136

6.7 Analysis of diaries 137

Summary 138

Discussion Questions 138

Research Design Exercise 138

References 139

Appendix A Frustration Experience Form (Time Diary) 140

Appendix B Excel Time Diary Form 141

7 Case Studies 143

7.1 Introduction 144

7.2 Observing Sara: a case study of a case study 145

7.3 What is a case study? 147

7.3.1 In-depth investigation of a small number of cases 147

7.3.2 Examination in context 147

7.3.3 Multiple data sources 148

7.3.4 Emphasis on qualitative data and analysis 149

7.4 Goals of HCI case studies 150

7.4.1 Exploration 150

7.4.2 Explanation 151

7.4.3 Description 152

7.4.4 Demonstration 154

7.5 Types of case study 156

7.5.1 Intrinsic or instrumental 156

7.5.2 Single case or multiple cases 156

7.5.3 Embedded or holistic 160

7.6 Research questions and hypotheses 161

7.7 Choosing cases 163

7.8 Data collection 164

7.8.1 Data sources and questions 164

7.8.2 Collecting data 165

7.9 Analysis and interpretation 167

7.10 Writing up the study 168

7.11 Informal case studies 170

Summary 172

Discussion Questions 174

Research Design Exercises 174

References 175

8 Interviews and Focus Groups 177

8.1 Pros and cons of interviews 178

8.2 Applications of interviews in HCI research 180

8.2.1 Initial exploration 180

8.2.2 Requirements gathering 184

8.2.3 Evaluation and subjective reactions 186

8.3 Who to interview 187

8.4 Interview strategies 189

8.4.1 How much structure? 189

8.4.2 Focused and contextual interviews 191

8.5 Interviews vs focus groups 192

8.6 Types of question 194

8.7 Conducting an interview 197

8.7.1 Preparation 197

8.7.2 Recording the responses 198

8.7.3 During the interview 199

8.8 Electronically mediated interviews and focus groups 203

8.8.1 Telephone 204

8.8.2 Online 204

8.9 Analyzing interview data 206

8.9.1 What to analyze 207

8.9.2 How to analyze 208

8.9.3 Validity 212

8.9.4 Reporting Results 212

Summary 213

Discussion Questions 214

Research Design Exercises 214

References 215

9 Ethnography 217

9.1 Introduction 218

9.2 What is ethnography? 219

9.3 Ethnography in HCI 221

9.4 Conducting ethnographic research 224

9.4.1 Selecting a site or group of interest 225

9.4.2 Participating: choosing a role 227

9.4.3 Building relationships 230

9.4.4 Making contact 231

9.4.5 Interviewing, observing, analyzing, repeating, and theorizing 232

9.4.6 Reporting results 236

9.5 Some examples 237

9.5.1 Home settings 237

9.5.2 Work settings 238

9.5.3 Educational settings 239

9.5.4 Ethnographies of mobile and ubiquitous systems 240

9.5.5 Virtual ethnography 241

Summary 246

Discussion Questions 246

Research Design Exercises 247

References 248

10 Usability Testing 251

10.1 What is usability testing? 252

10.2 How does usability testing relate to traditional research? 254

10.3 Types of usability testing or usability inspections 256

10.3.1 Expert-based testing 256

10.3.2 Automated usability testing 258

10.4 User-based testing 260

10.4.1 Types of usability testing 260

10.4.2 Stages of usability testing 262

10.4.3 How many users are sufficient? 263

10.4.4 Locations for usability testing 264

10.4.5 Task list 268

10.4.6 Measurement 270

10.4.7 The testing session 271

10.4.8 Making sense of the data 274

10.5 Other variations on usability testing 275

Summary 276

Discussion Questions 276

Research Design Exercise 277

References 277

11 Analyzing Qualitative Data 281

11.1 Introduction 282

11.2 Stages of qualitative analysis 282

11.3 Grounded theory 283

11.4 Content analysis 285

11.4.1 What is content? 286

11.4.2 Why do we need to collect text or multimedia information? 286

11.4.3 Questions to consider before content analysis 287

11.5 Analyzing text content 289

11.5.1 Procedure 289

11.5.2 Identifying coding categories 290

11.5.3 Coding the text 292

11.5.4 Ensuring high-quality analysis 294

11.6 Analyzing multimedia content 300

Summary 301

Discussion Questions 302

Research Design Exercise 303

References 303

12 Automated Data Collection Methods 307

12.1 Exploiting existing tools 308

12.1.1 Web logs 309

12.1.2 Stored application data 315

12.2 Using software to observe and record 317

12.2.1 Web proxies 317

12.2.2 Instrumented software 321

12.2.3 Custom-built software 324

12.2.4 Handling stored data 327

12.2.5 Keystroke and activity loggers 328

12.2.6 Analyzing log files 329

12.3 Hybrid data collection methods 330

12.4 Automated interface evaluation 333

12.5 Challenges of computerized data collection 333

Summary 336

Discussion Questions 337

Research Design Exercises 338

References 339

13 Measuring the Human 343

13.1 Eye tracking 344

13.2 Physiological tools 350

13.2.1 Physiological data 351

13.2.2 Challenges in data collection and interpretation 356

13.3 Examples of physiological research in HCI 359

Summary 361

Discussion Questions 362

Research Design Exercise 363

References 363

14 Working with Human Subjects 367

14.1 Identifying potential participants 368

14.1.1 Which subjects? 369

14.1.2 How many subjects? 371

14.1.3 Recruiting participants 373

14.2 Care and handling of research participants 376

14.2.1 Protecting participants 376

14.2.2 Informed consent 381

14.2.3 Institutional review boards 384

14.2.4 Potentially deceptive research? 387

14.2.5 General concerns 388

14.3 Online research 389

14.3.1 Appropriate topics for online research 389

14.3.2 Recruiting 389

14.3.3 Study design 391

14.3.4 Ethical concerns 391

14.3.5 Data collection 392

Summary 393

Discussion Questions 394

Research Design Exercises 395

References 396

15 Working with Research Participants with Impairments 399

15.1 Introduction 400

15.2 How many participants? 401

15.2.1 Small sample sizes 401

15.2.2 Distributed research 401

15.2.3 In-depth case studies 402

15.3 Proxy users 403

15.4 Multi-Population Studies 404

15.5 Recruiting users through community partners 405

15.6 Pilot studies 407

15.7 Scheduling users with impairments 408

15.8 Documentation for users with impairments 409

15.8.1 Human subjects forms 409

15.8.2 Research documentation 410

15.9 Differing levels of ability 412

15.10 Bringing extra computer parts 413

15.11 Payment 415

Summary 415

Discussion Questions 415

Research Design Exercise 416

References 416

Index 419

Research Methods in HumanComputer Interaction

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A Paperback / softback by Jonathan Lazar, Jinjuan Heidi Feng, Harry Hochheiser

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    View other formats and editions of Research Methods in HumanComputer Interaction by Jonathan Lazar

    Publisher: John Wiley & Sons Inc
    Publication Date: 15/12/2009
    ISBN13: 9780470723371, 978-0470723371
    ISBN10: 0470723378

    Description

    Book Synopsis
    A comprehensive research guide for both quantitative and qualitative research methods Written by a team of authorities in human-computer interaction (HCI) and usability, this pedagogical guide walks you through the methods used in HCI and examines what are considered to be appropriate research practices in the field.

    Table of Contents

    About the Authors xvii

    Acknowledgments xviii

    Preface xix

    1 Introduction 1

    1.1 Changes in topics of HCI research over time 3

    1.2 Shifts in measurement in HCI 5

    1.3 Inherent conflicts in HCI 9

    1.4 Interdisciplinary nature of HCI research 11

    1.5 Communicating your ideas 13

    1.6 Research and usability testing 14

    Summary of Chapters 14

    Discussion Questions 15

    Research Design Exercise 16

    References 16

    2 Experimental Research 19

    2.1 Types of behavioral research 20

    2.2 Research hypotheses 22

    2.2.1 Null hypothesis and alternative hypothesis 23

    2.2.2 Dependent and independent variables 25

    2.2.3 Typical independent variables in HCI research 25

    2.2.4 Typical dependent variables in HCI research 26

    2.3 Basics of experimental research 27

    2.3.1 Components of an experiment 27

    2.3.2 Randomization 28

    2.4 Significance tests 30

    2.4.1 Why do we need them? 30

    2.4.2 Type I and Type II errors 32

    2.4.3 Controlling the risks of Type I and Type II errors 34

    2.5 Limitations of experimental research 34

    Summary 36

    Discussion Questions 37

    Research Design Exercises 38

    References 38

    3 Experimental Design 41

    3.1 What needs to be considered when designing experiments? 43

    3.2 Determining the basic design structure 44

    3.3 Investigating a single independent variable 45

    3.3.1 Between-group design and within-group design 46

    3.3.2 Choosing the appropriate design approach 49

    3.4 Investigating more than one independent variable 53

    3.4.1 Factorial design 53

    3.4.2 Split-plot design 54

    3.4.3 Interaction effects 55

    3.5 Reliability of experimental results 57

    3.5.1 Random errors 57

    3.5.2 Systematic errors 57

    3.6 Experimental procedures 63

    Summary 64

    Discussion Questions 65

    Research Design Exercises 65

    References 66

    4 Statistical Analysis 69

    4.1 Preparing data for statistical analysis 70

    4.1.1 Cleaning up data 70

    4.1.2 Coding data 71

    4.1.3 Organizing data 73

    4.2 Descriptive statistics 73

    4.2.1 Measures of central tendency 73

    4.2.2 Measures of spread 74

    4.3 Comparing means 74

    4.4 T tests 76

    4.4.1 Independent-samples t test 76

    4.4.2 Paired-samples t test 76

    4.4.3 Interpretation of t test results 77

    4.4.4 Two-tailed t tests and one-tailed t tests 78

    4.5 Analysis of variance 78

    4.5.1 One-way ANOVA 79

    4.5.2 Factorial ANOVA 80

    4.5.3 Repeated measures ANOVA 82

    4.5.4 ANOVA for split-plot design 83

    4.6 Assumptions of t tests and F tests 86

    4.7 Identifying relationships 86

    4.8 Regression 89

    4.9 Nonparametric statistical tests 91

    4.9.1 Chi-square test 92

    4.9.2 Other non-parametric tests 94

    Summary 94

    Discussion Questions 95

    Research Design Exercises 96

    Team Exercises 96

    References 96

    5 Surveys 99

    5.1 Introduction 100

    5.2 Benefits and drawbacks of surveys 101

    5.3 Goals and targeted users for survey research 102

    5.4 Probabilistic sampling 103

    5.4.1 Stratification 105

    5.4.2 Response size 106

    5.4.3 Errors 106

    5.5 Non-probabilistic sampling 107

    5.5.1 Demographic data 107

    5.5.2 Oversampling 108

    5.5.3 Random sampling of usage, not users 109

    5.5.4 Self-selected surveys 109

    5.5.5 Uninvestigated populations 109

    5.6 Developing survey questions 111

    5.6.1 Open-ended questions 111

    5.6.2 Closed-ended questions 112

    5.6.3 Common problems with survey questions 113

    5.7 Overall survey structure 113

    5.8 Existing surveys 115

    5.9 Paper or online surveys? 116

    5.10 Testing the survey tool 118

    5.11 Response rate 119

    5.12 Data analysis 120

    Summary 121

    Discussion Questions 121

    Research Design Exercise 122

    References 122

    6 Diaries 125

    6.1 Introduction 126

    6.2 Why do we use diaries in HCI research? 127

    6.3 Participants for a diary study 130

    6.4 What type of diary? 132

    6.4.1 Feedback diary 132

    6.4.2 Elicitation diary 133

    6.4.3 Hybrid feedback and elicitation diary 134

    6.5 Data collection for the diary study 134

    6.6 Letting participants know when to record a diary entry 136

    6.7 Analysis of diaries 137

    Summary 138

    Discussion Questions 138

    Research Design Exercise 138

    References 139

    Appendix A Frustration Experience Form (Time Diary) 140

    Appendix B Excel Time Diary Form 141

    7 Case Studies 143

    7.1 Introduction 144

    7.2 Observing Sara: a case study of a case study 145

    7.3 What is a case study? 147

    7.3.1 In-depth investigation of a small number of cases 147

    7.3.2 Examination in context 147

    7.3.3 Multiple data sources 148

    7.3.4 Emphasis on qualitative data and analysis 149

    7.4 Goals of HCI case studies 150

    7.4.1 Exploration 150

    7.4.2 Explanation 151

    7.4.3 Description 152

    7.4.4 Demonstration 154

    7.5 Types of case study 156

    7.5.1 Intrinsic or instrumental 156

    7.5.2 Single case or multiple cases 156

    7.5.3 Embedded or holistic 160

    7.6 Research questions and hypotheses 161

    7.7 Choosing cases 163

    7.8 Data collection 164

    7.8.1 Data sources and questions 164

    7.8.2 Collecting data 165

    7.9 Analysis and interpretation 167

    7.10 Writing up the study 168

    7.11 Informal case studies 170

    Summary 172

    Discussion Questions 174

    Research Design Exercises 174

    References 175

    8 Interviews and Focus Groups 177

    8.1 Pros and cons of interviews 178

    8.2 Applications of interviews in HCI research 180

    8.2.1 Initial exploration 180

    8.2.2 Requirements gathering 184

    8.2.3 Evaluation and subjective reactions 186

    8.3 Who to interview 187

    8.4 Interview strategies 189

    8.4.1 How much structure? 189

    8.4.2 Focused and contextual interviews 191

    8.5 Interviews vs focus groups 192

    8.6 Types of question 194

    8.7 Conducting an interview 197

    8.7.1 Preparation 197

    8.7.2 Recording the responses 198

    8.7.3 During the interview 199

    8.8 Electronically mediated interviews and focus groups 203

    8.8.1 Telephone 204

    8.8.2 Online 204

    8.9 Analyzing interview data 206

    8.9.1 What to analyze 207

    8.9.2 How to analyze 208

    8.9.3 Validity 212

    8.9.4 Reporting Results 212

    Summary 213

    Discussion Questions 214

    Research Design Exercises 214

    References 215

    9 Ethnography 217

    9.1 Introduction 218

    9.2 What is ethnography? 219

    9.3 Ethnography in HCI 221

    9.4 Conducting ethnographic research 224

    9.4.1 Selecting a site or group of interest 225

    9.4.2 Participating: choosing a role 227

    9.4.3 Building relationships 230

    9.4.4 Making contact 231

    9.4.5 Interviewing, observing, analyzing, repeating, and theorizing 232

    9.4.6 Reporting results 236

    9.5 Some examples 237

    9.5.1 Home settings 237

    9.5.2 Work settings 238

    9.5.3 Educational settings 239

    9.5.4 Ethnographies of mobile and ubiquitous systems 240

    9.5.5 Virtual ethnography 241

    Summary 246

    Discussion Questions 246

    Research Design Exercises 247

    References 248

    10 Usability Testing 251

    10.1 What is usability testing? 252

    10.2 How does usability testing relate to traditional research? 254

    10.3 Types of usability testing or usability inspections 256

    10.3.1 Expert-based testing 256

    10.3.2 Automated usability testing 258

    10.4 User-based testing 260

    10.4.1 Types of usability testing 260

    10.4.2 Stages of usability testing 262

    10.4.3 How many users are sufficient? 263

    10.4.4 Locations for usability testing 264

    10.4.5 Task list 268

    10.4.6 Measurement 270

    10.4.7 The testing session 271

    10.4.8 Making sense of the data 274

    10.5 Other variations on usability testing 275

    Summary 276

    Discussion Questions 276

    Research Design Exercise 277

    References 277

    11 Analyzing Qualitative Data 281

    11.1 Introduction 282

    11.2 Stages of qualitative analysis 282

    11.3 Grounded theory 283

    11.4 Content analysis 285

    11.4.1 What is content? 286

    11.4.2 Why do we need to collect text or multimedia information? 286

    11.4.3 Questions to consider before content analysis 287

    11.5 Analyzing text content 289

    11.5.1 Procedure 289

    11.5.2 Identifying coding categories 290

    11.5.3 Coding the text 292

    11.5.4 Ensuring high-quality analysis 294

    11.6 Analyzing multimedia content 300

    Summary 301

    Discussion Questions 302

    Research Design Exercise 303

    References 303

    12 Automated Data Collection Methods 307

    12.1 Exploiting existing tools 308

    12.1.1 Web logs 309

    12.1.2 Stored application data 315

    12.2 Using software to observe and record 317

    12.2.1 Web proxies 317

    12.2.2 Instrumented software 321

    12.2.3 Custom-built software 324

    12.2.4 Handling stored data 327

    12.2.5 Keystroke and activity loggers 328

    12.2.6 Analyzing log files 329

    12.3 Hybrid data collection methods 330

    12.4 Automated interface evaluation 333

    12.5 Challenges of computerized data collection 333

    Summary 336

    Discussion Questions 337

    Research Design Exercises 338

    References 339

    13 Measuring the Human 343

    13.1 Eye tracking 344

    13.2 Physiological tools 350

    13.2.1 Physiological data 351

    13.2.2 Challenges in data collection and interpretation 356

    13.3 Examples of physiological research in HCI 359

    Summary 361

    Discussion Questions 362

    Research Design Exercise 363

    References 363

    14 Working with Human Subjects 367

    14.1 Identifying potential participants 368

    14.1.1 Which subjects? 369

    14.1.2 How many subjects? 371

    14.1.3 Recruiting participants 373

    14.2 Care and handling of research participants 376

    14.2.1 Protecting participants 376

    14.2.2 Informed consent 381

    14.2.3 Institutional review boards 384

    14.2.4 Potentially deceptive research? 387

    14.2.5 General concerns 388

    14.3 Online research 389

    14.3.1 Appropriate topics for online research 389

    14.3.2 Recruiting 389

    14.3.3 Study design 391

    14.3.4 Ethical concerns 391

    14.3.5 Data collection 392

    Summary 393

    Discussion Questions 394

    Research Design Exercises 395

    References 396

    15 Working with Research Participants with Impairments 399

    15.1 Introduction 400

    15.2 How many participants? 401

    15.2.1 Small sample sizes 401

    15.2.2 Distributed research 401

    15.2.3 In-depth case studies 402

    15.3 Proxy users 403

    15.4 Multi-Population Studies 404

    15.5 Recruiting users through community partners 405

    15.6 Pilot studies 407

    15.7 Scheduling users with impairments 408

    15.8 Documentation for users with impairments 409

    15.8.1 Human subjects forms 409

    15.8.2 Research documentation 410

    15.9 Differing levels of ability 412

    15.10 Bringing extra computer parts 413

    15.11 Payment 415

    Summary 415

    Discussion Questions 415

    Research Design Exercise 416

    References 416

    Index 419

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