2016년 7월 30일 토요일

Reflective Journal, 2016 July

Reflective Journal, 2016 July

2 Main findings from field research
The most challenging thing of the research is connecting 'needs' of designers regarding data visualization and finding of reader(or users) cognitive activities when they encounter narrative visualization.

Since last week, I conducted two part of field research. First one is expert interview in order to find problem possibly occurred when design process of data visualization contents and second one is exploring cognitive activities required when people try to make sense of the contents.

The participants of expert interviews were 3years experienced project manager of data visualization content and head director of Seoul Information Research Institution.

The below of the summary of their mentions during interview

P1.

1.              Data literacy,which means ability of interpret data based graphic are vary depend on person, and sometime people look the content more difficult than designer expected
2.              Few principles and rules which followed by designer for long time in western cultured doesn't work in certain cultural background.
3.              Therefore, for these reasons, user test could be useful for checking data literacy of expected users
P2
1.              Previously, effectiveness of communicating in data based graphic/ or inforgraphic were mainly studied by main researchers.
2.              However, as storytelling is usually regarding time flow or sequence of separated  contents, different reaction of users by time change were not studied enough.

Through, the interview I could find more clear problem statement of the research.
1.              Designers are hardly able to predict users' reaction due to the different level of data literacy depend on person.
2.              Due to the time flow/sequence as feature of data storytelling, it is hard to predict how each element of contents interact with users.

As a consquences, I decide to explore user's cognitive activities and how each element affect on it in order to find how can designer testing or evaluate their data visualization contents effectively. As I mentioned previous journal, I conducted think-aloud obervation session to 8 participants. I selected 3 case of data storytelling, considered recent research of data storytelling trend and techniques. And all the participants are between 20 ~ 30 and they are reading web based journalism contents instead newspaper.


Participant 1 is testing test object 3


Participant 6 is testing test object 2


Participant 4 is testing test object 1

After observation, I analysized transcribed data by grounded theory.














1.Initial open coding


The above is list of all the behavior, attitude and cognitive recognitions occurred during observations. And then I recategorized to find main activities to understand each stage of their process of making sense of the content by using axial coding.

2.Axial coding


The above diagram shows main categories of each stage can explains users comprehensive activities of making sense of contents. Then I tried to find their relationship and how people transit between stage and which behaviour or cognitive change trigger affect on this process.




3. Selective coding


The above diagram describe not only how people can fail to make sense, but also how they overcome.

The most important findings were main cause of barrier for making sense of the content. For the next step, I have to think about how can suggest evaluate tool to track users' failure of making sense of the content.


Feedback from Professor Lee and few changes in the research
I shared the current progress with Professor Lee and he gave me some feedback. First of all, my research have to ultimately show a design outcome, however he couldn’t expect any design outcomes in my research, because I was focusing too much discovering cognitive activities occurred when people read ‘interactive data storytelling’.

Therefore, I started to think about how this research contribute to designers who make data visualization based content by suggesting appropriate way to evaluate their content before publishing. Then, I decided to interview designers related to this area, data design and data visualization. I contacted 2 designers who work with me previously in data journalism project last year for interview and they also introduce me another 2 people who work in design agency related to data visualization. Finally, I booked the total 4 interview session and the below is the list and the summary of findings.


P1: Project manager of data design agency
  • 3 years experience in data design consulting
  • Conducted data journalism projects with media companies
P2: Researcher of information design institution
  • Head researcher of Seoul Information design Institution
  • Managing data design education program
P3: Designer of  Data Journalism team
  • Data designer of journalism team in Seoul Broadcasting System
  • Making daily data visualization based content
P4: Data Scientist  In IT company
  • Analysing data through visualization process
  • Co-working with designer and developer

Findings
1. Letting users understand storytelling is highest priority. However, providing advanced information with visualization is also important.
2. People have different data literacy, which means ability to interpret visualized data.
3. Some participants tend to talk direct opinion which possibly lead content.
4. In case of huge scale of project, how user interface encourage people to make sense is important issue.

And Professor Lee also mentioned that if I want to suggest how evaluate data storytelling, it would be better to specify the method. Therefore, I started to search previous studies on how evaluate data storytelling or data visualization based contents. The below list is the researches that I found related to evaluating data visualization based content.

Title
Author
Keywords
Publish year
Summary
Evaluating Information Visualization via the Interplay of
Heuristic Evaluation and Question-Based Scoring
Marti A.Hearst
Information Interface and presentation,
Visualization,
Education,
Assesment,
Heuristic Evaluation,
Usability Testing,
Question Answering
2016
This research illustrate that Heuristic evaluation and interview can both evaluate usability of interactive data visualization.
Evaluating Data Storytelling Strategies: A Case Study on Urban Changes
Flavia De Simone
Human Reasoning,
Data Storytelling,
Eye tracking,
2014
The research compare understanding level of two articles written in same topics but different approaches, narrative only and narrative visualization. And evaluate participants understanding level by interview.
Ranking Visualizations of Correlation Using Weber’s Law
Lane Harrison
Perception,
Visualization,
Evaluation
2014
The research study which type of visualization communicate with people most accurately when visualize correlation between data by using Weber’s Law.

According to these researches, current approaches to evaluate data visualization based content can be categorized main 3 categories, heuristic evaluation, interview and testing visual perception. However, those approaches have limitation evaluate data visualization based content by comprehensive way for identifying whether people make sense of it and or which factor is obstacle for understanding. Because, heuristic evaluation and interview do not require immediate user response during the test. Therefore, all of the verbal or recorded data have to be relied on user memory, which have both limitation and bias.

So I decided to bring ‘think-aloud’ as research subject, which is possibly replace previous evaluation tools and has more advantages. According to the ‘Neilson Group’, think-aloud is Simple usability tests where users think out loud are cheap, robust, flexible, and easy to learn. And Thinking aloud should be the first tool in your UX toolbox, even though it entails some risks and doesn't solve all problems.

Debate on how utilize think-aloud
I also found a research about gap between theory and practice of think-aloud. This research survey how and why researchers and evaluate conduct think-aloud differently with theoretical instructions. Especially, this research showed why so many researcher used intervention during the test for various reasons.



The above chart shows the reasons for using intervention.

As a results, I decided to modify my research topic to ‘How to utilize ‘intervention’ in ‘think-aloud’ method as  an evaluation tool in the area of “interactive data storytelling”. Due to the change, I had to conduct more observation using think-aloud with intervention. I already conducted observation with classic think-aloud for 8 participants, however, because I didn’t have much time I could only conduct think-aloud observation with intervention for 4 people. At this time, I tried to give extra question when participants do not give any verbal description about the reason when they reach ‘Questioning’ stage which was defined in previous analysis.

Comparing with two version of think-aloud

  
Without Intervention
With intervention

Participants’ Activities
Same activities were founds in both case; Constructing a Frame, Exploring Information, Questioning, Fail to make sense.
It was able to observe natural flow of user activities by their own reliance. Emotional reaction and change of attitude was observed rather than deeper understanding of participant behavior.
Intervention affect flow of user activities. For example, once they asked question during the session, they tend to spend more time in ‘Questioning’ stage. Participants mostly describe specific reasons why they fail to make sense rather than emotional reactions.
Number of issue mentioned
1.6 average per a session
Some participants tend to do not mention reason of questioning stage or fail to make sense
2.5 for average per a session
Participants to mentioned more issues but difference was small.
Types of description in Questioning stage
Fail to encoding visual element
Fail to encoding text element
Fail to encoding visual element
Fail to encoding text element
Expectation to overcome
User interaction issue
Data Analysis
It is required to extra time to analyze transcription
Transcription was organized already by intervention.
Time
13 min for average per a session
7min 30s for average per a session

Classic think-aloud let evaluator observe more natural flow of how user interact and understand  ‘interactive data storytelling’ with change of their emotion and attitude. However, once participant move to questioning stage, it has limitations in deeper understanding why they fail to interpret objects.
Although interventions of evaluator affects participants activities during think-aloud session, same kinds of activities were able to observed; Constructing a frame, Exploring Information, Questioning and fail to make sense. As mentioned previously, Think aloud with intervention has more advantages in discovering issues, detail of description and convenience in data analysis.
As a result, this research concluded that think-aloud with intervention is more appropriate approach to evaluate data storytelling in terms of understanding level.

I will suggest design proposal of evaluation tool based on this findings until final presentation.

2016년 7월 13일 수요일

Detail of Axial coding

During today class, Professor Lee review current progress of my research. I showed him previous reflective journal and explained general idea of coding. I think he understood general idea of the coding but pointed out few critical things.

1. Domain of coding looks so huge
2. Finding mechanism of understanding data storytelling must require as much effort as Ph.D research

So he suggested me alternative concept, developing idea of cultural difference in data literacy which was mentioned during previous expert interview. At this moment, I'm really considering about next decision making. Before thinking about this further, I would like to explain detail of axial coding as Professor Lee ask me to do show them separately.

1. Recognize Topic
'Recognize Topic' indicate cognitive stage where participants realize general topic of the content or it's domain. Most participants deducted topic by reading headline. But few participants also find some clues on data visualization directly. The topic they realized was not clear idea of the content but general domain of the content, which help them to predict which kind of contents will be appeared in the next section.

Few participants recognize wrong topic at very early time and they correct it when they realizing after exploring further information. 

(Recognize topic 은 독자가 컨텐츠의 주제를 파악하는 인지 단계이다. 대부분의 실험 참가자들은 컨텐츠의 헤드라인을 통해서 주제를 유추하거나 시각화 차트에서 바로 얻은 단서들을 통해 주제를 유추했다. 이 단계에서는 컨텐츠의 제작의도를 명확히 파악했다기 보다는 컨텐츠에서 다루려는 메인 도메인과 어떠한 성격의 data를 다루고 있는지 정도로 파악하였고 이를 통해 앞으로 나올 수 있는 내용들을 예상할 수 있다.


경우에 따라서 최초에 주제를 잘못인지하고 네러티브 요소들을 더 읽어보고나 시각화차트를 탐구하는 과정에서 주제를 바로잡는 패턴도 나타났다.)

2. Exploring Information
Exploring information은 네러티브와 시각화 차트에 있는 모든 텍스트,시각 정보들을 탬색하는 인지 단계를 얘기한다. 대부분의 참가자들이 Recognition topic단계를 거처 이 단계에 도달했지만 컨텐츠의 특성 또는 흥미있는 부분을 먼저 확인하려는 참가자들의 성향으로 인해 바로 이단계에 진입하는 패턴또한 나타났다.

샘플 1처럼 시각화가 정통적인 형태에 가깝거나 샘플 2처럼 시각화의 복잡도가 높은 경우 네러티브를 먼저 읽는 빈도수가 많았고, 샘플 3처럼 비정형적인 시각화를 보여줄 경우 시각화를 먼저 탐색하는 빈도수가 높았다. 

시각화를 탐색하는 과정에서는 범례를 이해하고, 시각,텍스트 정보를 해석하는 인지과정외에 마우스를 활용한 인터랙션으로 더 깊이 있는 정보를 탐색하려는 행동들이, 특히 1차적으로 보여진 정보를 바로 해석하지 못하였을 경우 두드러지게 나타났다.
정보를 탐색하는 과정에서 단편적인 사실들을 이해 또는 추론해 나가는 인지활동이 포착되었다. 특히 참가자가 스스로 의미 있는 사실을 추론하였다고 생각하였을때 시각화에서 추론한 내용을 네러티브에서 다시 확인하려는 행동패턴을 보였다.

이는 단순히 순차적인 정보 탐색 이상으로, 시각화에서 추론한 내용이 네러티브요소에 언급이 되었는지 정확히 확인하려는 의식적인 행동으로 matching visualization with narrative라는 이름으로 코딩하였다.

3. Making sense of storytelling

Making sense of storytelling은 참가자가 컨텐츠의 제작의도에 가까운 의미도출에 도달한 과정을 얘기한다. 최종 도달 과정을 finding insight으로 코딩하였는데 deducting meaing이 시각화 탐색을 통해 유추해낸 단편적인 사실에 가까운 반면 finding insight는 참가자가 유추한 사실들이 누적되어 컨텐츠에서 설명하려는 현상 및 의미를 종합적으로 이해한 상태를 가리킨다.

이는 어떠한 시점에서 갑자기 출현되기 보다 exploring information단계에서 반복적인 의미도출과정을 통해 나타났다. 

현재의 axial coding은 exploring information단계와 거의 유사하기 때문에 재 분류를 할지 아니면 최종 의미를 도출해내는 과정을 세분화할지 고려중이다. 

4. Fail to make sense
Fail to make sesne는 해석이 불가능한 인지 단계를 얘기한다. 코딩을 통해 나타난 원인들에는 시각화의 복잡도,시각/텍스트 오브젝트의 낮은 가독성, 참가자가 특정 의미를 유추하기에 배경정보가 부족하다고 느끼는경우가 있었다. 

결과적으로 시각적 요소를 해석하는데 실패하거나 시각화 전체의 좌표계를 이해하지 못해서 이해단계에 다다르지 못하게된다.

참가자들이 이 단계에 도달했을때 반응은 3개로 압축되된다.
1.현 시점에서 해석이 가능할때까지 지속적으로 질문을 던저 단서를 찾으려는 행동
2.해석불가능한 부분을 무시하고 다른 정보 탐색
3.더이상의 탐색을 포기하는 경우