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OMSCS/Courses/HCI/3.1 - Introduction to Methods.md

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> Novelty must have a purpose.
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- User-Centered Design
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- design that considers the needs of the user throughout the entire design process
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- you are not your user
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-
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## User-Centered Design
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- design that considers the needs of the user throughout the entire design process
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- you are not your user
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- Principles
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- based on an understanding of users, tasks, and environments
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- users are involved throughout design and development
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- the design is driven and refined by user-centered experiments
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- the process is iterative
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- the design addresses the whole user experience
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- the design team includes multidisciplinary skills and expertise
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## Stakeholders
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- the user themselves is the primary stakeholder
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- secondary users are impacted by the output of the interface/tool
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- tertiary users are impacted by the secondary users
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![[Pasted image 20250515203406.png]]
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## The Design Lifecycle
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![[Pasted image 20250515205332.png]]
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We're going to discuss a 4-phase life cycle
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- need-finding / needfinding
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- design alternatives
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- prototyping
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- evaluation
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![[Pasted image 20250515205438.png]]
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![[Pasted image 20250515205522.png]]
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> Remember that this is a survey course. We're not going to become experts in any part of this feedback cycle.
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## Qualitative vs Quantitative Data
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- descriptions (qual)
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- measurements (quant)
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- preferences (qual/quant)
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- performance (quant)
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- quantitative = data that's summarized numerically (can be generated from qualitative data, narrow scope, (what))
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- qualitative = observations described or summarized non-numerically (broader, prone to biases, (how, why))
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- in HCI, we want to focus on both qualitative data and quantitative data
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### Types of Quantitative Data
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![[Pasted image 20250515205957.png]]
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- nominal
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- categorical
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- subcategories
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- single nominal (radio buttons)
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- multi-nominal (check boxes, can select multiple options)
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- nonbinary
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- binary
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- ordinal
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- categorical with explicit ordering
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- "on a scale of 1 to 5", where the numbers are labeled
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- subcategories
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- binary
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- nonbinary
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- interval
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- interval between different options are the same (e.g. times, temperatures)
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- measurements that have "no zero point"
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- subcategories
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- discrete
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- continuous
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- ratio
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- like interval data, but has a zero point
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- subcategories
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- discrete
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- continuous
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![[Pasted image 20250515210345.png]]
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### Types of Qualitative Data
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![[Pasted image 20250515210416.png]]
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> Determined by how it's gathered.
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- No upper bound on the space of possible qualitative data formats
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- Coding is the process of converting qualitative data to quantitative data
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![[Pasted image 20250515210532.png]]
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OMSCS/Courses/HCI/3.2 - Ethics and Human Research.md

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# 3.2 - Ethics and Human Research
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- origin of research ethics
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- basic ethical considerations
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- Institutional Review Board (IRB) origins
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## Origin of IRBs
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- Milgram experiment
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- Tuskegee syphilis experiment
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- Stanford prison experiment
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- National Research Act
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- Benefits to society must outweigh risks to participants
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- participants must be selected fairly / ethically
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- participants should be able to back out
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- perception of coercion
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## IRB Basics #Research
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- A **protocol** is a description of a particular research project, waiting to be or already approved by the IRB.
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- **Human subject interaction**
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- we need scientific justification for the number of subjects
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- inclusion and exclusion criteria
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- "There are no exclusion criteria beyond the inclusion criteria."
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- recruitment procedures
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- is compensation provided?
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- real research probably involved compensation
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- graduate research usually doesn't include compensation
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- direct interaction? we need consent procedures
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- written consent?
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- waiver of consent?
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- does the observation affect the people from whom the data is generated?
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- is the data anonymized?
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- waiver of documentation of consent?
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- is deception or concealment proposed?
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- data management
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- how do we keep the data safe?
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- how do we safeguard the data?
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- is there DoD involvement?
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- conflicts of interest?
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- primary investigator?
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## Research Ethics and Industry
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- companies will do research on their users
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- infamous "emotional contagion" paper by Facebook
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OMSCS/Courses/HCI/3.3 - Needfinding and Requirements Gathering.md

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# 3.3 - Needfinding and Requirements Gathering
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> Try to find out what the user really needs.
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- defining questions about the user
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- generating answers about the user
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- formalizing models of the user
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- data inventory
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- who are the users?
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- where are the users?
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- what's the context of the task?
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- what are their goals?
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- what do they need?
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- what are their tasks?
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- what are their subtasks?
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- the problem space
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- user types
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- adults
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- professionals
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- hobbyists
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- gym rats
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## Avoiding Bias in Needfinding
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- confirmation bias
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- "We see what we want to see."
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- looking for signs that you're wrong
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- testing beliefs empirically
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- involve multiple people
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- observer bias
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- we might accidentally phrase questions in a way that elicits the responses we're hoping for
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- separate experimenters with motives from the participants
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- heavily script interactions with the users
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- have someone else review interview scripts and surveys for leading questions
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- social desirability bias
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- people tend to be nice, people want to help
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- hide what the socially desirable response is
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- voluntary response bias
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- people with strongest opinions are often the loudest responders
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- we risk oversampling extreme views
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- limit the amount of content available before they view the survey
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- confirm conclusions with other methods
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- recall bias
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- people aren't good at recalling what they did/felt
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- study tasks in context
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- conduct interviews during task itself
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## Observation
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### Naturalistic Observation
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> Observing people in their natural environment.
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quick tips
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- take notes
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- start specific, then abstract
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- individual actions first
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- generalize later
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- spread out your sessions
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- shorter sessions are better
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- find a partner
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- look for questions
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### Participant Observation
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> Try putting yourself in the shoes of the user.
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- you are not your user
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- don't overrepresent your own opinions and experiences
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### Hacks and Workarounds
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> look at the hacks that users presently employ
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### Errors
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> We can use errors to learn about a users mental model.
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Looking for mistakes made by the user can be useful.
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### Apprenticeship Approach
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> We might need to become experts ourselves in order to build prototypes.
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- integrate yourself into the domain
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- train under your users
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### Interviews and Focus Groups
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> Asking your users for feedback directly.
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- Focus on the 6 W's (who, what, when, where, why, how)
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- Be aware of bias. Don't predispose the user to say what you want them to say.
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- listen. Participant should do vast majority of the talking
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- organize the interview
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- introduction
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- ...
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- summary
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- practice
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- rehearse your questions
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### Think-Aloud
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- give interviewees voice recorders
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- this is significant observation, may affect user behavior
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### Surveys
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- larger, quicker responses
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- low cost
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- quick setup and turnaround
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- not as thorough as in-person interviews
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- tips
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- less is more (minimum number of questions. questions should be easy to respond to)
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- be aware of bias
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- tie questions to the data inventory
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- test out the survey
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- iterate
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- good questions
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- be clear
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- make sure user understands what you're asking
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- avoid overlapping ranges
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- provide extra detail when in doubt
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- timebox frequency-based questions
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- at odds with "be concise"
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- be concise
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- ask questions in plain language
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- at odds with "be clear"
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- be specific
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- avoid questions on super big ideas
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- avoid "double-barrel" questions (questions that can be rephrased as 2 questions)
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- avoid questions that allow internal conflict (questions that have nuanced answers should be broken up into smaller, more specific questions)
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- be expressive
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- emphasize the user's opinions
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- use ranges instead of yes/no questions
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- give levels of frequency or agreement
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- allow multiple selections when possible
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- allow users to add nominal categories
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- be unbiased
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- allow users to add nominal categories
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- see above for more tips on reducing bias
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- allow for open-ended responses
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- avoid leading questions
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- avoid loaded questions
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- be usable
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- provide a progress bar
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- don't make it too long
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- make your page lengths consistent
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- order questions logically
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- alert users about unanswered questions
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- don't force users to answer all questions
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- preview the survey yourself
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### Other Data Gathering Methods
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- critiquing existing interfaces
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- go look at product reviews
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- get some logs of user interaction that have already been aggregated
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## Iterative Needfinding
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![[Pasted image 20250515234341.png]]
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- Draw double-ended arrows between all pairs of nodes
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## Revisiting the Inventory
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- pay attention to places where the data seems to conflict
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- revisit these questions
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- who are the users?
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- where are the users?
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- what's the context of the task?
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- what are their goals?
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- what do they need?
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- what are their tasks?
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- what are their subtasks?
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## Represent the need
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![[Pasted image 20250515234612.png]]
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![[Pasted image 20250515234627.png]]
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## Define our Requirements
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- functionality
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- usability
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- learnability
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- accessibility
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- compatibility
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- compliance
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- cost
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- ...

OMSCS/Courses/HCI/Untitled.md

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