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INTERNATIONAL INSTITUTE FOR GEO-INFORMATION SCIENCE AND EARTH OBSERVATION Corné van Elzakker From map use research to usability research in geo-information processing

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Page 1: From map use research to usability research in geo-information processing · 2013-01-31 · Automated application-driven generalization of topographic information in order to derive

INTERNATIONAL INSTITUTE FOR GEO-INFORMATION SCIENCE AND EARTH OBSERVATION

Corné van Elzakker

From map use research to

usability research in

geo-information processing

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International Institute for Geo-Information Science and Earth Observation (ITC), Enschede, The Netherlands

EducationResearchAdvisory services

www.itc.nl

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International Institute for Geo-Information Science and Earth Observation

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ITC Geo-information Processing Department

Education and Research in Web Cartography

www.itc.nl/about_itc/organisation/science_departments/gip.asp

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Switchboard to the World’s NSO websites

kartoweb.itc.nl/nso

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Outline Vienna seminar 02-03-2007

Map use research since 1950sResearch projects:

Use of maps in the exploration of geographic dataUse of Web maps in the retrieval of regional statistical dataAutomated application-driven generalization of topographic information in order to derive base mapsTesting the usability of well-scaled mobile maps for consumers

Agenda for usability research in geo-information processing and disseminationThe ICA Working Group on Use and User Issues

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Types of map use research since the 1950s

Functional map use research

Perceptual and cognitive research

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Types of map use research

More holistic, functional map use research

e.g. use of cycling maps, investigated by Dutch project group www.geo-info.nl

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Types of map use research

Perceptual and cognitive research

Flannery, 1971

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Simple model of one-way communication

Sender

meaningmeaning

Sign system

Signssent ReceiverSigns

receivedtransmission

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Cartographic communication model Kolácný

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Map use goals positioned in map use cube

MacEachren & Kraak, 1997

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Exploratory cartography

maps as tools for discovery

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Outline

Map use research since 1950sResearch projects:

Use of maps in the exploration of geographic dataUse of Web maps in the retrieval of regional statistical dataAutomated application-driven generalization of topographic information in order to derive base mapsTesting the usability of well-scaled mobile maps for consumers

Agenda for usability research in geo-information processing and disseminationThe ICA Working Group on Use and User Issues

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Map use research van Elzakker (2004)

Research into the use of maps in the exploration of geographic data:

the actual use of existing cartographic displays

plusthe cognitive process of finding, selecting, retrieving, adjusting or generating 'private' map displays

www.itc.nl/personal/elzakker

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Regional exploratory studies

gaining insight into the geography of anunknown region

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Graphical model constructed by one test person

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Graphical model constructed by another test person

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Graphical model constructed by another test person

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Database of the Overijssel region

Available to the test persons:digital geographic (attribute and base map) data, to visualize within the ArcGIS environmentexisting paper maps and atlasesexisting digital maps (static, interactive or dynamic maps in different formats, ArcGIS ‘Map documents’, maps on CD-ROM or on diskette and Web maps

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Search results: tables with the paper & digital maps & data on the topic selected

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Test environment

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Research material

www.itc.nl/personal/elzakker

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Research methodology applied

questionnairethinking aloudvideo recordingscreen transaction logging thinking aloud in retrospectanalysis of verbal protocolsanalysis of action protocolsproduct analysis (graphical model)

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Verbal / action protocol analysis

Theory

Codingscheme

Taskanalysis

Model ofgeographical

problemsolving

Predictedcoded

protocols

Rawprotocols

Codedprotocols

Segmentedprotocols

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Map selection matrix

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Map use matrix

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Protocol analysis

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Exploratory map use research results

Use of maps is very much of a supply-driven natureexploratory cartography is not as interactive, private or demand-driven as always assumedusers prefer to start their geographic data exploration with ready-made maps that are immediately availablethey even prefer maps on paper and possibly combined into an atlasmaps not selected on the basis of clear geographic questionsin the earliest stages of regional exploratory studies users do not want to generate their own map displays, nor do they want to adjust existing ones or interact with them

Main reason: time factor!

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Results

Users:devote little time to actually consulting the mapdo not carefully consult legendsdo not notice mistakesare not cartographically awaredo not know which map types provide the best answers to which geographic questions

Experts use the maps for confirming / rejecting geographic hypotheses, as well as for executing high-level map use tasks

Novices use maps to come to grips with the task in hand and mostly stick to elementary map use tasks

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Outline

Map use research since 1950sResearch projects:

Use of maps in the exploration of geographic dataUse of Web maps in the retrieval of regional statistical dataAutomated application-driven generalization of topographic information in order to derive base mapsTesting the usability of well-scaled mobile maps for consumers

Agenda for usability research in geo-information processing and disseminationThe ICA Working Group on Use and User Issues

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INTERNATIONAL INSTITUTE FOR GEO-INFORMATION SCIENCE AND EARTH OBSERVATION

Testing the use of Web maps in the retrieval of regional statistical data

Corné van Elzakker (ITC, Enschede)Pieter de Graaf (GIMA MSc student)

Duncan Beeckman (Statistics Netherlands)

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StatLine (statline.cbs.nl) : online database of Statistics Netherlands

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Roles of interactive Web maps in geostatistical data dissemination

Geographical interfaces for finding and retrieving data

Web maps as a means of presentation

Web maps for on-line analysis and exploration

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Roles of interactive Web maps in geostatistical data dissemination

Geographical interfaces for finding and retrieving data

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StatLine interface for finding and retrieving data

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StatLine Netherlands: output tables and charts

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StatLine: cartographic output

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Roles of interactive Web maps in geostatistical data dissemination

Geographical interfaces for finding and retrieving data

Web maps as a means of presentation

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Static Web map as means of presentation

www.statssa.gov.za

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Roles of interactive Web maps in geostatistical data dissemination

Geographical interfaces for finding and retrieving data

Web maps as a means of presentation

Web maps for on-line analysis and exploration

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Interactive ONS Web map for on-line analysis and exploration

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StatLine: more and more cartographic functionality with SVG

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StatLine

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Interactivity SVG maps StatLine

Mouseover to view data per administrative unit and highlight legend boxChange year or subjectChange colour scheme

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StatLine

www.cbs.nl

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StatLine

www.cbs.nl

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Interactivity SVG maps StatLine

Mouseover to view data per administrative unit and highlight legend boxChange year or subjectChange colour schemeAdjust classification methodChange number of classesZoom in & outPanningSelection of area of interest

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Roles of interactive Web maps in geostatistical data dissemination

Does this all work in practice?

What is the use and the effectiveness of the current cartographic entry on the website of Statistics Netherlands? Which problems do users come across when using it?What functionalities are missing according to the user?

User research executed by Pieter de Graaf from September 2005 until February 2006.

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Applied research methodology

questionnaire before test sessionthinking aloud during task executionreal-time analysis in observatory roomvideo recordingscreen transaction logging questionnaire after test sessionanalysis of research materials (tapes)

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Test environments at 3 locations

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Three different user groups

General interest (5 subjects)Business interest (7 subjects)Scientific interest (7 subjects)

Had to execute tasks of different complexity. e.g.Which part of the province of Overijssel was most densely populated in 2003?For each COROP-region in the western part of the Netherlands, present in a map the area farming land per 1,000 inhabitants.

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Some results

users are not very critical (take for granted what is presented)

only limited interaction with map display

users want to print the map

many recommendations to improve aspects of the cartographic functionality

users’ awareness of the potential roles of Web map displays in the retrieval, exploration, analysis and presentation of regional statistical data must be increased

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Outline

Map use research since 1950sResearch projects:

Use of maps in the exploration of geographic dataUse of Web maps in the retrieval of regional statistical dataAutomated application-driven generalization of topographic information in order to derive base mapsTesting the usability of well-scaled mobile maps for consumers

Agenda for usability research in geo-information processing and disseminationThe ICA Working Group on Use and User Issues

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INTERNATIONAL INSTITUTE FOR GEO-INFORMATION SCIENCE AND EARTH OBSERVATION

Automated application-driven generalization of base maps

part of RGI project:Generation and use of base maps for integrated querying of digital

physical plans

Eddie Poppe / Theodor Foerster / Jantien Stoter /Corné van Elzakker (ITC, Enschede)

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What is a base map?

A base map is a map layer which provides a topographic setting for a thematic map.

Main functions:To facilitate localization and orientationTo highlight geographical relations between the thematic information and the topographic information

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What is the problem with base maps?

Usually not adapted to user and use!

use is often made of exisiting topographic maps (with a thematic layer on top of it)pre-defined, fixed scale levelsno specific purpose (multi-purpose)

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Solution: generalization

(digital) generalization: “the process of deriving, from a data source, a symbolically or digitally-encoded cartographic data set through the application of spatial and attribute transformations”.

McMaster & Shea, 1992

… according to user and use requirements (application)!

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Specification of requirements

Which topographic information is requiredto carry out the map use tasks properly at each scale (level)?

model generalization

How should this information be representedon the base map at each scale (level)?

cartographic generalization

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Specification of requirements

Which functionality is required to support the users’ tasks?

Grouping of requirements in user profiles

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Research question and objective

Research question: In which way can users’ needs drive the automated generalization of base maps?

Research objective: to develop a methodology for the production of base maps for specific applications from one single detailed topographic database.

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Implications for the research project

Know the user!Know the use!

How?User Centred Design (UCD)Task Analysis

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User-centred design of geospatial data dissemination systems

source:

van Elzakker, C.P.J.M. & K. Wealands (2007), Use and users of multimedia cartography. In: W. Cartwright; M.P. Peterson & G. Gartner (eds.), Multimedia Cartography, Second Edition. Berlin etc. : Springer. Chapter 34, pp. 487 – 504.

in the same book, also see:

Kramers, R.E. (2007), The Atlas of Canada – User Centred Development, Chapter 11, pp. 139 – 160.

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INTERNATIONAL INSTITUTE FOR GEO-INFORMATION SCIENCE AND EARTH OBSERVATION

Met

hodo

logy

Generalization in a user-centred design

process…

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Application of research methods

‘professionals’ ‘consumers’questionnaires preceding focus groups or interviews

know

the

use

rkn

ow t

he u

se focus groups if possible, otherwise interviews

questionnaires and, if possible, focus groups or interviews at user panels

observations and interviews at participation events

interviews at information desks of government bodies

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Results

No results yet; user research has just started.

Problem ahead: to translate the results into rules and constraints that trigger the automatic generalization process.

www.durpondergronden.nl

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Outline

Map use research since 1950sResearch projects:

Use of maps in the exploration of geographic dataUse of Web maps in the retrieval of regional statistical dataAutomated application-driven generalization of topographic information in order to derive base mapsTesting the usability of well-scaled mobile maps for consumers

Agenda for usability research in geo-information processing and disseminationThe ICA Working Group on Use and User Issues

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INTERNATIONAL INSTITUTE FOR GEO-INFORMATION SCIENCE AND EARTH OBSERVATION

Building a usability testing methodology for mobile geo-

applicationspart of the RGI project:

Usable (and well scaled) mobile maps for consumers

Ioannis Delikostidis & Corné van Elzakker (ITC, Enschede)

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Usable (and well scaled) mobile maps for consumers

Dutch research project:kick off in 2006led by Prof. Peter van Oosterom (TU Delft)keywords:

User-Centred Designgeneralizationmobile geo-applications

www.gdmc.nl/uwsm2/

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Generalization & mobile geo-applications

Zooming = way of interaction with map interfaceProgressive transfer of geo-information (e.g. first retrieve ‘rough’ representations and get additional detail when required)Continuous change of map scale (animation) to help users orient themselvesApplication of GAP-face tree / GAP-edge forest concepts in variable scale topological data structures.

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Usable (and well scaled) mobile maps for consumers

Development of prototypes through UCD techniques

Two use cases: parking service in Amsterdamtourist navigation

Evaluation of the usability of the prototypes

This work package: development of methodology for usability evaluation

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Developed field observation system for testing mobile geo-applications

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Field observation system for testing mobile geo-applications

User Observer

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Video’s

User / test person and observer in action

Resulting synchronized research mats

play video

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Outline

Map use research since 1950sResearch projects:

Use of maps in the exploration of geographic dataUse of Web maps in the retrieval of regional statistical dataAutomated application-driven generalization of topographic information in order to derive base mapsTesting the usability of well-scaled mobile maps for consumers

Agenda for usability research in geo-information processing and disseminationThe ICA Working Group on Use and User Issues

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Importance of the user …

ICA conference Durban, 2003:

“User”

mentioned

in 69% of the 346 papers!

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Not only MAPMAP use research

Some use topics adressed in ICA seminar Madrid 2005:Use of search engines to find maps on the Internet (Peterson)User-centred design of Atlas of Canada (Williams)Usability techniques to evaluate geovisualization in teaching and learning (Marsh)Observing computer based mapping activity: review of research approaches (Owen)Users national atlas information systems (Trainor)

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Not only MAPMAP use research

Some other topics adressed in ICA Madrid/A Coruña:User need analysis for Cybercartographic Atlas of Antarctica (Caquard)User guides for Atlas Scolaire du Québec (Anderson)The many dimensions of map use (Carter)Usability tests and rendering methods in real-time 3D geovisualization (Nielsen)

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Not only MAPMAP use issues …

But also use and user issues related to, e.g.:

Data and databasesOther output formatsSoftware and information systemsHardwareInterfaces

From map use research to usability research in geo-information processing …..

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INTERNATIONAL INSTITUTE FOR GEO-INFORMATION SCIENCE AND EARTH OBSERVATION

The ICA Working Group on Use and User Issues and its activities

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Use and user issues

The user

Usability

Improving user abilities

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The user

User characteristics / profiles

Use context

User requirements

Use goals

Task analysis and modeling

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Usability

User-centered design

Methods and techniques of evaluation/testing

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Usability testing: methods and techniques

QualitativeQuantitative

InterviewsFocus groupsThinking aloudQuestionnairesPerformance analysisfMRI scanningEye-movement…

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Improving user abilities

User training (e.g. children, visually impaired people)

Participatory / collaborative mapping

Map use in education and training

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Terms of Reference 2005 – 2007ICA Working Group on Use and User Issues

Set up an on-line bibliographical databaseSet up a forum on the Web to exchange knowledgeSet up a database of individuals with expertise in various use and user issues and denote it with keywords to stimulate exchange of information

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Website http://plone.itc.nl/icawguse

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Terms of Reference 2005 – 2007ICA Working Group on Use and User Issues

Set up an on-line bibliographical databaseSet up a forum on the Web to exchange knowledgeSet up a database of individuals with expertise in various use and user issues and denote it with keywords to stimulate exchange of informationFoster publications on use and user issuesPromote sessions on use and user issues at ICC 2007 in Moscow, August 2007Organize workshops / seminars

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Are you …

… interested in participating in the work of the ICA Working Group on Use and User Issues?

Dr. Corné van ElzakkerITC, P.O. Box 6, 7500 AA Enschede, The [email protected]/personal/elzakker

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Map use tasks in regional exploratory studies (examples)

to regionalizeCan different sub-regions be identified?

Overall

to determine changesHas that object always been there?

Temporal

to explain a locationWhy is it there?

Intermediate

to recognize objects What is there?

Elementary

TasksGeographical questions

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Map use activities (examples)

to generate maps from database

to draw elements of chorèmeModel construction

to pan or to zoom

to change the mapping methodAdjustment

to juxtapose map displays

to measure on the mapAnalysis

to click on a symbol

to look at the legendReading

to search for existing maps

to select from maps availableSelection

ActivitiesStages in map use