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Antti Salovaara
Aalto University, School of Business
22 January 2015
Methods in User–Technology Studies
Observational studies
15.30 – 16.15
Observational studies
= methods where user’s behaviour is not intentionally
affected
Ethnography
Digital ethnography
(Participatory) observation
Contextual inquiry
Conversation / interaction analysis
Ethnography
≈ description of cultural groups, their practices and
meanings
Example: Winking with eyes
Thin description: “Boy rapidly contracted eyelids”
Thick description: ““Practicing a burlesque of a friend
faking a wink to deceive an innocent into thinking a
conspiracy is in motion” (Geertz, 1973, p. 7)
Requirements of ethnographic research:
1.  Empirical approach
2.  Remaining open to elements that cannot be codified
at the time of the study
3.  Grounding the phenomena observed in the field
(Baszanger & Dodier (2004)
Geertz (1973)
Ethnography…
How ethnographies are evaluated?
Mere description is not sufficient (cf. thin description)
Are the descriptions and interpretations backed by evidence?
Are the interpretations interesting?
Reflexivity: researchers’ own role as participant and interpretant
Ethnography in user–technology studies
“How technologies integrate into people’s everyday lives”
Often used in studies of special user groups (e.g., developing
countries; ICT4D)
1.  Recommendations/implications (design / managerial)
2.  Deeper understanding of people’s (users’) contexts
3.  Critiques/corrections of established simplistic views
See Dourish, CHI2006, “Implications for design”
Digital ethnography
Also called virtual ethnography, online ethnography,
netnography
Ethnography in the digital spaces
Web 2.0
Games
Virtual worlds
Similar to standard ethnography in its approach; only that it is
oriented to digitally mediated cultures
Can include also non-virtual methods
Does not only mean “lurking”, i.e., non-participatory observation
Some issues:
Reliability and validity of data, e.g., informant demographics
Paucity of contextual information in observations
See Wittel (2000)
Participant / participatory observation
One of the main methods in ethnographic research
Researcher plays two roles at once:
Insider: Active participant
Outsider: Research
Challenges:
Can be very stressful
“Going native”: losing objectivity by becoming too sympathetic to
participants
Negotiating access to the community
Choice of recording instrument
Digital camera + notebook would be a good combination
However, battery life and effect on natural behaviour are issues
Example of participatory observation
Data collection had to be
integrated naturally to the life of
a fantasy world
Playing three roles as once: 1.
role playing character, 2.
participant, 3. researcher
Live-action role playing
©Author©Author
!© Author
© Author
!© Author
© Author
© Author
Contextual inquiry
Is a rapid participatory interviewing
technique
Is widely applied in usability consulting practice
Follows master–apprentice model:
observation is interleaved with teaching
Researcher assumes the role of an apprentice
Informant is the master
Goal is to learn how the work is carried out
Interview takes place in the real context where
activity of interest takes place
“Show me how you do that thing”
Beyer & Holtzblatt
(1998)
Conversation / interaction analysis
Is a methodology for analysing actions
(Instead of meanings as in ethnography)
Main characteristics:
Recordings of naturalistic interaction
Extremely detailed transcriptions of action
[] Overlapping speech
? Rising intonation
: Stretched phoneme
(( )) An action
(0.3) A break of 0.3 s
( ) Unclear speech
Jordan & Henderson:
Interaction analysis (1995)
© Author
Interaction analysis in technology studies
Possible uses:
How users coordinate their actions in collaboration
How technologies are used in very dynamic settings
Critical analyses of validity of broad behavioral theories
Suits also for interventionist research designs
Is theory-neutral
Although the methodology has origins in micro-level sociology,
especially ethnomethodology, as well as linguistics
Example: How do control centres solve safety-
critical incidents based on uncertain information?
=> Interaction analysis of collaborative use of information resources
!
©Author
Ambulance helicopter and car locations
on a wall map
© Author
Duty officer’s desk
© Author
Parallel push-to-talk communication channels in
Virve (“viranomaisverkko”)
© Author
GPS map of all
rally cars
+
official time
© Author
“Road book”: every crossroads on every
rally track listed and indexed
© Author
Representational redundancy: transformations
of information between information resources
Source: Wahlström et al. (2011)
Situation:
Can you get
an ambulance
to where a co-
driver has
reportedly
injured his
back?
Transcript
Video© Author
Small break
References
Baszanger, I. & Dodier, N. (2004). Ethnography:
Relating the part to the whole. In D. Silverman
(Ed.), Qualitative Research: Theory, Methods and
Practice, ch. 2 (pp. 9–34). London, UK: Sage
Publications.
Beyer, H. & Holtzblatt, K. (1998). Contextual
Design: Defining Customer-Centered Systems.
San Francisco, CA: Morgan Kaufmann.
Dourish, P. (2006). Implications for design. In
Proceedings of the SIGCHI Conference on
Human Factors in Computing Systems (CHI
2006) (pp. 541–550). New York, NY: ACM Press.
Geertz, C. (1973). The Interpretation of Cultures:
Selected Essays. New York, NY: Basic Books.
Jordan, B. & Henderson, A. (1995). Interaction
analysis: Foundations and practice. The Journal
of the Learning Sciences, 4(1), 39–103.
Wahlström, M., Salovaara, A., Salo, L., &
Oulasvirta, A. (2011). Resolving safety-critical
incidents in a rally control center. Human--
Computer Interaction, 26(1 & 2), 9–37.
Wittel (2000): Ethnography on the move: From
field to net to Internet. http://www.qualitative-
research.net/index.php/fqs/article/view/1131

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Observational methods - Methods in User-Technology Studies

  • 1. Antti Salovaara Aalto University, School of Business 22 January 2015 Methods in User–Technology Studies Observational studies 15.30 – 16.15
  • 2. Observational studies = methods where user’s behaviour is not intentionally affected Ethnography Digital ethnography (Participatory) observation Contextual inquiry Conversation / interaction analysis
  • 3. Ethnography ≈ description of cultural groups, their practices and meanings Example: Winking with eyes Thin description: “Boy rapidly contracted eyelids” Thick description: ““Practicing a burlesque of a friend faking a wink to deceive an innocent into thinking a conspiracy is in motion” (Geertz, 1973, p. 7) Requirements of ethnographic research: 1.  Empirical approach 2.  Remaining open to elements that cannot be codified at the time of the study 3.  Grounding the phenomena observed in the field (Baszanger & Dodier (2004) Geertz (1973)
  • 4. Ethnography… How ethnographies are evaluated? Mere description is not sufficient (cf. thin description) Are the descriptions and interpretations backed by evidence? Are the interpretations interesting? Reflexivity: researchers’ own role as participant and interpretant Ethnography in user–technology studies “How technologies integrate into people’s everyday lives” Often used in studies of special user groups (e.g., developing countries; ICT4D) 1.  Recommendations/implications (design / managerial) 2.  Deeper understanding of people’s (users’) contexts 3.  Critiques/corrections of established simplistic views See Dourish, CHI2006, “Implications for design”
  • 5. Digital ethnography Also called virtual ethnography, online ethnography, netnography Ethnography in the digital spaces Web 2.0 Games Virtual worlds Similar to standard ethnography in its approach; only that it is oriented to digitally mediated cultures Can include also non-virtual methods Does not only mean “lurking”, i.e., non-participatory observation Some issues: Reliability and validity of data, e.g., informant demographics Paucity of contextual information in observations See Wittel (2000)
  • 6. Participant / participatory observation One of the main methods in ethnographic research Researcher plays two roles at once: Insider: Active participant Outsider: Research Challenges: Can be very stressful “Going native”: losing objectivity by becoming too sympathetic to participants Negotiating access to the community Choice of recording instrument Digital camera + notebook would be a good combination However, battery life and effect on natural behaviour are issues
  • 7. Example of participatory observation Data collection had to be integrated naturally to the life of a fantasy world Playing three roles as once: 1. role playing character, 2. participant, 3. researcher Live-action role playing ©Author©Author
  • 13. Contextual inquiry Is a rapid participatory interviewing technique Is widely applied in usability consulting practice Follows master–apprentice model: observation is interleaved with teaching Researcher assumes the role of an apprentice Informant is the master Goal is to learn how the work is carried out Interview takes place in the real context where activity of interest takes place “Show me how you do that thing” Beyer & Holtzblatt (1998)
  • 14. Conversation / interaction analysis Is a methodology for analysing actions (Instead of meanings as in ethnography) Main characteristics: Recordings of naturalistic interaction Extremely detailed transcriptions of action [] Overlapping speech ? Rising intonation : Stretched phoneme (( )) An action (0.3) A break of 0.3 s ( ) Unclear speech Jordan & Henderson: Interaction analysis (1995) © Author
  • 15. Interaction analysis in technology studies Possible uses: How users coordinate their actions in collaboration How technologies are used in very dynamic settings Critical analyses of validity of broad behavioral theories Suits also for interventionist research designs Is theory-neutral Although the methodology has origins in micro-level sociology, especially ethnomethodology, as well as linguistics
  • 16. Example: How do control centres solve safety- critical incidents based on uncertain information? => Interaction analysis of collaborative use of information resources ! ©Author
  • 17. Ambulance helicopter and car locations on a wall map © Author
  • 19. Parallel push-to-talk communication channels in Virve (“viranomaisverkko”) © Author
  • 20. GPS map of all rally cars + official time © Author
  • 21. “Road book”: every crossroads on every rally track listed and indexed © Author
  • 22. Representational redundancy: transformations of information between information resources Source: Wahlström et al. (2011) Situation: Can you get an ambulance to where a co- driver has reportedly injured his back? Transcript Video© Author
  • 24. References Baszanger, I. & Dodier, N. (2004). Ethnography: Relating the part to the whole. In D. Silverman (Ed.), Qualitative Research: Theory, Methods and Practice, ch. 2 (pp. 9–34). London, UK: Sage Publications. Beyer, H. & Holtzblatt, K. (1998). Contextual Design: Defining Customer-Centered Systems. San Francisco, CA: Morgan Kaufmann. Dourish, P. (2006). Implications for design. In Proceedings of the SIGCHI Conference on Human Factors in Computing Systems (CHI 2006) (pp. 541–550). New York, NY: ACM Press. Geertz, C. (1973). The Interpretation of Cultures: Selected Essays. New York, NY: Basic Books. Jordan, B. & Henderson, A. (1995). Interaction analysis: Foundations and practice. The Journal of the Learning Sciences, 4(1), 39–103. Wahlström, M., Salovaara, A., Salo, L., & Oulasvirta, A. (2011). Resolving safety-critical incidents in a rally control center. Human-- Computer Interaction, 26(1 & 2), 9–37. Wittel (2000): Ethnography on the move: From field to net to Internet. http://www.qualitative- research.net/index.php/fqs/article/view/1131