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A Framework for Understanding Contexts in Interactive Systems Development
                                                      Eric H SWANSON
                                      Institute of Design, Illinois Institute of Technology
                                                    Chicago, IL 60610, USA

                                                     Adriano B GALVAO
                                      Institute of Design, Illinois Institute of Technology
                                                    Chicago, IL 60610, USA

                                                                   and

                                                         Keiichi SATO
                                      Institute of Design, Illinois Institute of Technology
                                                    Chicago, IL 60610, USA



                         ABSTRACT                                        Keywords: Context, Context-sensitive Design, Context-aware
                                                                         Computing and Context-Influence Framework.
The context of an interactive system is not a single, unified
                                                                                 1. CONTEXT IN INTERACTIVE SYSTEMS
entity. As multiple users interact with a system, engaging in
multiple tasks in multiple environments, the nature of the
context changes. This research proposes a framework for                  As technology systems within organizations grow more
managing context, the Context-influence Framework. The                   complex, encompassing a greater variety of users, tasks and
Context-Influence Framework defines such a system as having              environments, the contexts in which they are used increase in
multiple contexts, each associated with a particular combination         both number and diversity. “Context” no longer is a single
of users and use of the system. These combinations, called “Use          monolithic entity encompassing the entire system, but a
Subsystems,” are affected by contextual Influences. Influences           collection of smaller, more specific contexts.
provide a means of standardizing and sharing contextual
information within a team. For capturing contextual influence,           Each time a system is used, the combination of user, task and
context itself is divided into “Domains,” areas of interest from         interface mechanism creates a “Use Subsystem” (Figure 1) with
which elements of context can be described. Once contextual              its own inputs and desired outputs. These subsystems are not
Influences are captured and described, the descriptions of the           permanent; they pop in and out of existence with each different
contexts themselves can be managed and manipulated through               use of the system. A change of the user, physical environment
the use of three hierarchies: People, Activity and Environment.          or task establishes a new Use Subsystem.




                                                                         Figure 1: Use Subsystems within an organization system
These subsystems contain the both the Interface Entities used to     To manage context for interactive systems design, this research
interact with the system and the users themselves. The Interface     proposes the Context-Influence Framework. This framework is
Entities act as the bridge connecting the Information Space of       built on four principles:
raw data and algorithms to the Physical Space of objects and
people through the Media Space, a combination of Information              • Contexts are analyzed at the Use Subsystem level of
Space and Physical Space, which consists of interface hardware            granularity;
and the algorithms that run it.
                                                                          • Contexts for system design are collections of
                                                                          influences;
Increasingly, desktop computers are not the only Interface
                                                                          • Contexts can be divided into multiple domains of
Entities; other interactive devices, such as PDAs, wearable
                                                                          concern;
computers and bar-code readers, as well as one-way
communication devices, such as automated messages, physical               • Contexts can be organized hierarchically into
documents and visual displays also act as interfaces.                     general and specific contexts.

The success of each Use Subsystem is highly dependent on its         The resulting framework serves several beneficial functions:
context. With each different user, task or environment, different
contextual factors influence the ability of that subsystem to
                                                                          • Eases communication: Provide common ground for
generate useful output (Figure 2). These influences make up the
                                                                          cross-disciplinary communication
context of a Use Subsystem.
                                                                          • Provides flexibility: Allow disciplines to work from
                                                                          within their idioms
                                                                          • Promotes completeness: Prevent the omission of
2. CURRENT METHODS FOR MANAGING CONTEXTS
                                                                          relevant contextual information
The field of systems design currently addresses context for               • Manage complexity: Enable adding of contexts
technology systems in two major ways: broad approaches,                   without increasing complexity
which emphasize the persistent elements of context (such as
Contextual Design), and local approaches, which emphasize the
moment-to-moment changes of context for a single environment
                                                                        3. CONTEXTS AS COLLECTIONS OF INFLUENCE
or interface (such as Context-Aware Computing and Context-of-
Use). Global approaches emphasize longevity, seeking to isolate
                                                                     Within this framework, a context is defined as the collection of
influences that remain constant from use to use, e.g. contextual
                                                                     influences or potential influences affecting the behaviors,
information “remains constant during processing [but] its value
                                                                     actions and states of the system, its subsystems and its
changes when the process is used for another application”
                                                                     constituents.
(Bremont & Thonnat, 2001). Local approaches emphasize the
changing context of situations, e.g. “Context is any information
                                                                     These influences remain stable over time for a particular Use
that can be used to characterize the situation of an entity” (Dey,
                                                                     Subsystem (capturing the persistent depicted described by the
2001).
                                                                     global approaches), but may change when different Use
                                                                     Subsystems come into effect (capturing the situational nature
An ideal framework for managing contextual information would
                                                                     depicted by the local approaches).
combine the systemic overview of the global approaches with
the rich understanding of situational changes in context of the
local approaches.




  Figure 2: Influences on a Use Subsystem
Influences can be stated in the following form:                       Table 1: User-centered questions relating to sample domains

                                                                       Sample
          what               (source of influence)                                       Sample Question
                                                                       Domain
          exerts what effect (nature of the change)
          on what            (conditions or entities).                                   How does the environment
                                                                       Physical
                                                                                         look/smell/taste/feel?
For instance, an influence relating to the design of vehicle                             What technologies does the user trust most
                                                                       Technological
navigation systems may be described as “pedestrian congestion                            highly?
INCREASES attention to the outside of the vehicle.”                                      What values do users hold towards the roles
                                                                       Cognitive
                                                                                         that they inhabit?
The use of influences helps resolve a common issue in
                                                                       Social            How do users negotiate status in conversation?
researching context: differentiating a context from the objects
                                                                                         What are the unstated expectations of the
and users it encompasses. An influence is “a power affecting a         Cultural
                                                                                         organization for the individual?
person, thing, or course of events” (American Heritage
Dictionary of the English Language, 4th Edition). An influence                           What demographic characteristics do members
                                                                       Biographical
                                                                                         of the class of users share?
is measured in its effects, not in its actions. If something causes
changes in a system through direct action, it is not part of the                         What are the stated organizational structures
                                                                       Organizational
context; if it indirectly causes changes in a system by altering                         surrounding the potential user?
the behaviors, choices or feelings a constituent element of the                          What activities typically precede the activity in
                                                                       Chronological
system, then it is context.                                                              question? What follows?
                                                                                         How does the cost of use compare to other
                                                                       Economic
These definitions limit the need for description of context to                           things the user considers valuable?
those items that influence the subsystems. It makes the
                                                                                         What liability issues surround the industry in
                                                                       Regulatory
connection between context and its effects explicit. Members of                          which the system is to be placed?
a multi-disciplinary team still do their analyses in their own
                                                                                         Teams may select different or additional
idioms; however, when they share information regarding,                etc…
                                                                                         domains important for their projects
context, they are able to use the coding influences as a more
common language. The full complexity of a contextual model
from one discipline’s analysis does not need to be understood
by all members of the team; only the output from such a model,
in the form of influences, needs to be understood.                      The division of context into domains enables the creation of
                                                                        tools specifically for the capture of context within the constructs
                                                                        of each discipline. As an illustration, we have created a sample
                                                                        collection of Domains (Table 1). The questions in Table 1 elicit
       4. DOMAINS FOR DESCRIBING CONTEXTS
                                                                        information specific to how a context may affect the behavior,
                                                                        attitudes or feelings of a user.
The complexity of representing context requires mechanisms
for incorporating information from multiple viewpoints, as well
                                                                        The use of domains encourage the team to look for influences
as a means for avoiding omission of relevant contextual detail.
                                                                        from multiple disciplines for each subsystem, even those
To address this, the Context-Influence Framework divides the
                                                                        subsystems that do not, initially, appear relevant to a particular
types of information that can be collected about a context into
                                                                        discipline. The domains selected also serve to remind all
Domains. Each Domain consists of a related set of disciplines or
                                                                        members of the team of the information needs of other
methodologies.
                                                                        disciplines within the team.

Domains should be chosen to provide thorough coverage of the
                                                                                   5. CONTEXTS GENERAL AND SPECIFIC
potentials sources of influence (Figure 3). The need for
completeness of coverage outweighs the need to prevent overlap
                                                                        To enable manipulation of context at multiple levels of detail,
among domains.
                                                                        the collection of contexts is organized into three class




Figure 3: Domains of a context
hierarchies: People, Activities and Environments. Each context         Further research on the Context-Influence Framework should
within the hierarchy is associated with a list of the influences       explore methodologies, answering the question, “how do we
that affect it.                                                        gather, organize and communicate contextual information so
                                                                       that its influence is reflected in design decisions?” Field studies
The Context-Influence Framework handles changes of contexts            need to be conducted to test the framework and its contextual
through the recombination of contexts within the hierarchies.          assumptions against the messiness of real data in a variety of
The top-level context of each class hierarchy covers influences        environments. The methodological tools need to be further
that affect every context within the hierarchy. As one navigates       developed to systematically integrate the framework into the
down each hierarchy, each context covers more specific                 development process.
instance of its class. Combining these more specific contexts
leads to a rich description of a situation’s context.
                                                                                        7. ACKNOWLEDGEMENTS
For example, imagine a hospital information system that uses
PDAs to deliver patient information to doctors. A use subsystem        Portions of this research were supported by the Tangible
comes into being when the doctor talks with the patient while          Research Consortium at the Institute of Design, Illinois Institute
viewing that patient’s records on his PDA. The context of that         of Technology. The authors also acknowledge the contribution
Use Subsystem can be described by combining contextual                 of Eui Chul Jung, Kei Hoshi and Youn-Kyung Lim for the
information from each hierarchy: that carried by the                   many discussions and debates we had over this research.
environment hospital room, that carried by the person doctor,
that carried by the person patient, and that carried by the activity
doctor-patient status discussion. The combination can be                                       8. REFERENCES
described as follows:
                                                                            [1] Beyer, H. and Holtzblatt, K., Contextual Design, San
          hospital room                      (environment)                      Francisco: Morgan Kaufmann Publishers, 1998.
        + doctor-patient status discussion   (activity)                     [2] Brémond, F. and Thonnat, M., “Issues of
        + patient                            (people)                           Representing Context Illustrated by Video-
        + attending physician                (people)                           Surveillance Applications”, International Journal of
                                                                                Human-Computer Studies, Vol. 48, 1998, pp. 375-
This combination would generate a list of influences that affect                391.
this particular use subsystem. Hospital room may include                    [3] Button, G., “Designing in What Context?”, Designing
“physical space restricts movement,” attending physician may                    in Context: Proceedings of DTRS 5, Lloyd, P. and
include “high workload increases cognitive load;” while doctor-                 Christiaans, H. (Eds), Delft University Press, 2001.
patient status discussion may include “fears of patient increase            [4] Dey, A. K., “Understanding and Using Context”,
anxiety.” All these factors influence this Use Subsystem,                       Personal and Ubiquitous Computing Journal, Vol.
effecting how successfully it generates the desired outputs of                  5, No. 1, 2001, pp. 4-7.
the patient both understanding their symptoms and trusting their            [5] Hekkert, P. and van Dijk, M., “Designing from
doctor.                                                                         Context: Foundations and Applications of the ViP
                                                                                Approach”, Designing in Context: Proceedings of
As future iterations of the system expand the body of users,                    DTRS 5, Lloyd, P. and Christiaans, H. (Eds), Delft
tasks and environments, the new contexts they create can be                     University Press, 2001.
added to the existing set of hierarchies.                                   [6] Mantovani, G., “Social Context in HCI: A New
                                                                                Framework for Mental Models, Cooperation, and
                                                                                Communication”, Cognitive Science, Vol. 20, 1996,
                        6. CONCLUSION                                           pp. 237-269,.
                                                                            [7] Mittal, V. O. and Paris, C. L. (), “Generating
The Context-Influence Framework provides a structure for                        Explanations in Context: The System Perspective”,
understanding and manipulating the contextual influences that                   Expert Systems with Applications, Vol. 8, No. 4,
affect interactive systems. It is intuitive, built around the                   2001, pp. 491-503.
familiar concept of “influences.” It is flexible, providing                 [8] Pugh, S., Total Design: Integrated Methods for
conceptual places for different disciplines to work within their                Successful Product Engineering, New York:
own methodology. It manages the complexity of multiple                          Addison-Wesley Publishers Ltd., 1990.
contexts, allowing the addition of new contexts through a class             [9] Thomas, J. C.; Kellogg, W. A. and Erickson, T., “The
hierarchy without complicating the view of an individual                        Knowledge Management Puzzle: Human and Social
context.                                                                        Factors in Knowledge Management”, IBM Systems
                                                                                Journal, Vol. 40, No. 4, 2001, pp. 863-84.

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Scurtis 2009 Book

  • 1. A Framework for Understanding Contexts in Interactive Systems Development Eric H SWANSON Institute of Design, Illinois Institute of Technology Chicago, IL 60610, USA Adriano B GALVAO Institute of Design, Illinois Institute of Technology Chicago, IL 60610, USA and Keiichi SATO Institute of Design, Illinois Institute of Technology Chicago, IL 60610, USA ABSTRACT Keywords: Context, Context-sensitive Design, Context-aware Computing and Context-Influence Framework. The context of an interactive system is not a single, unified 1. CONTEXT IN INTERACTIVE SYSTEMS entity. As multiple users interact with a system, engaging in multiple tasks in multiple environments, the nature of the context changes. This research proposes a framework for As technology systems within organizations grow more managing context, the Context-influence Framework. The complex, encompassing a greater variety of users, tasks and Context-Influence Framework defines such a system as having environments, the contexts in which they are used increase in multiple contexts, each associated with a particular combination both number and diversity. “Context” no longer is a single of users and use of the system. These combinations, called “Use monolithic entity encompassing the entire system, but a Subsystems,” are affected by contextual Influences. Influences collection of smaller, more specific contexts. provide a means of standardizing and sharing contextual information within a team. For capturing contextual influence, Each time a system is used, the combination of user, task and context itself is divided into “Domains,” areas of interest from interface mechanism creates a “Use Subsystem” (Figure 1) with which elements of context can be described. Once contextual its own inputs and desired outputs. These subsystems are not Influences are captured and described, the descriptions of the permanent; they pop in and out of existence with each different contexts themselves can be managed and manipulated through use of the system. A change of the user, physical environment the use of three hierarchies: People, Activity and Environment. or task establishes a new Use Subsystem. Figure 1: Use Subsystems within an organization system
  • 2. These subsystems contain the both the Interface Entities used to To manage context for interactive systems design, this research interact with the system and the users themselves. The Interface proposes the Context-Influence Framework. This framework is Entities act as the bridge connecting the Information Space of built on four principles: raw data and algorithms to the Physical Space of objects and people through the Media Space, a combination of Information • Contexts are analyzed at the Use Subsystem level of Space and Physical Space, which consists of interface hardware granularity; and the algorithms that run it. • Contexts for system design are collections of influences; Increasingly, desktop computers are not the only Interface • Contexts can be divided into multiple domains of Entities; other interactive devices, such as PDAs, wearable concern; computers and bar-code readers, as well as one-way communication devices, such as automated messages, physical • Contexts can be organized hierarchically into documents and visual displays also act as interfaces. general and specific contexts. The success of each Use Subsystem is highly dependent on its The resulting framework serves several beneficial functions: context. With each different user, task or environment, different contextual factors influence the ability of that subsystem to • Eases communication: Provide common ground for generate useful output (Figure 2). These influences make up the cross-disciplinary communication context of a Use Subsystem. • Provides flexibility: Allow disciplines to work from within their idioms • Promotes completeness: Prevent the omission of 2. CURRENT METHODS FOR MANAGING CONTEXTS relevant contextual information The field of systems design currently addresses context for • Manage complexity: Enable adding of contexts technology systems in two major ways: broad approaches, without increasing complexity which emphasize the persistent elements of context (such as Contextual Design), and local approaches, which emphasize the moment-to-moment changes of context for a single environment 3. CONTEXTS AS COLLECTIONS OF INFLUENCE or interface (such as Context-Aware Computing and Context-of- Use). Global approaches emphasize longevity, seeking to isolate Within this framework, a context is defined as the collection of influences that remain constant from use to use, e.g. contextual influences or potential influences affecting the behaviors, information “remains constant during processing [but] its value actions and states of the system, its subsystems and its changes when the process is used for another application” constituents. (Bremont & Thonnat, 2001). Local approaches emphasize the changing context of situations, e.g. “Context is any information These influences remain stable over time for a particular Use that can be used to characterize the situation of an entity” (Dey, Subsystem (capturing the persistent depicted described by the 2001). global approaches), but may change when different Use Subsystems come into effect (capturing the situational nature An ideal framework for managing contextual information would depicted by the local approaches). combine the systemic overview of the global approaches with the rich understanding of situational changes in context of the local approaches. Figure 2: Influences on a Use Subsystem
  • 3. Influences can be stated in the following form: Table 1: User-centered questions relating to sample domains Sample what (source of influence) Sample Question Domain exerts what effect (nature of the change) on what (conditions or entities). How does the environment Physical look/smell/taste/feel? For instance, an influence relating to the design of vehicle What technologies does the user trust most Technological navigation systems may be described as “pedestrian congestion highly? INCREASES attention to the outside of the vehicle.” What values do users hold towards the roles Cognitive that they inhabit? The use of influences helps resolve a common issue in Social How do users negotiate status in conversation? researching context: differentiating a context from the objects What are the unstated expectations of the and users it encompasses. An influence is “a power affecting a Cultural organization for the individual? person, thing, or course of events” (American Heritage Dictionary of the English Language, 4th Edition). An influence What demographic characteristics do members Biographical of the class of users share? is measured in its effects, not in its actions. If something causes changes in a system through direct action, it is not part of the What are the stated organizational structures Organizational context; if it indirectly causes changes in a system by altering surrounding the potential user? the behaviors, choices or feelings a constituent element of the What activities typically precede the activity in Chronological system, then it is context. question? What follows? How does the cost of use compare to other Economic These definitions limit the need for description of context to things the user considers valuable? those items that influence the subsystems. It makes the What liability issues surround the industry in Regulatory connection between context and its effects explicit. Members of which the system is to be placed? a multi-disciplinary team still do their analyses in their own Teams may select different or additional idioms; however, when they share information regarding, etc… domains important for their projects context, they are able to use the coding influences as a more common language. The full complexity of a contextual model from one discipline’s analysis does not need to be understood by all members of the team; only the output from such a model, in the form of influences, needs to be understood. The division of context into domains enables the creation of tools specifically for the capture of context within the constructs of each discipline. As an illustration, we have created a sample collection of Domains (Table 1). The questions in Table 1 elicit 4. DOMAINS FOR DESCRIBING CONTEXTS information specific to how a context may affect the behavior, attitudes or feelings of a user. The complexity of representing context requires mechanisms for incorporating information from multiple viewpoints, as well The use of domains encourage the team to look for influences as a means for avoiding omission of relevant contextual detail. from multiple disciplines for each subsystem, even those To address this, the Context-Influence Framework divides the subsystems that do not, initially, appear relevant to a particular types of information that can be collected about a context into discipline. The domains selected also serve to remind all Domains. Each Domain consists of a related set of disciplines or members of the team of the information needs of other methodologies. disciplines within the team. Domains should be chosen to provide thorough coverage of the 5. CONTEXTS GENERAL AND SPECIFIC potentials sources of influence (Figure 3). The need for completeness of coverage outweighs the need to prevent overlap To enable manipulation of context at multiple levels of detail, among domains. the collection of contexts is organized into three class Figure 3: Domains of a context
  • 4. hierarchies: People, Activities and Environments. Each context Further research on the Context-Influence Framework should within the hierarchy is associated with a list of the influences explore methodologies, answering the question, “how do we that affect it. gather, organize and communicate contextual information so that its influence is reflected in design decisions?” Field studies The Context-Influence Framework handles changes of contexts need to be conducted to test the framework and its contextual through the recombination of contexts within the hierarchies. assumptions against the messiness of real data in a variety of The top-level context of each class hierarchy covers influences environments. The methodological tools need to be further that affect every context within the hierarchy. As one navigates developed to systematically integrate the framework into the down each hierarchy, each context covers more specific development process. instance of its class. Combining these more specific contexts leads to a rich description of a situation’s context. 7. ACKNOWLEDGEMENTS For example, imagine a hospital information system that uses PDAs to deliver patient information to doctors. A use subsystem Portions of this research were supported by the Tangible comes into being when the doctor talks with the patient while Research Consortium at the Institute of Design, Illinois Institute viewing that patient’s records on his PDA. The context of that of Technology. The authors also acknowledge the contribution Use Subsystem can be described by combining contextual of Eui Chul Jung, Kei Hoshi and Youn-Kyung Lim for the information from each hierarchy: that carried by the many discussions and debates we had over this research. environment hospital room, that carried by the person doctor, that carried by the person patient, and that carried by the activity doctor-patient status discussion. The combination can be 8. REFERENCES described as follows: [1] Beyer, H. and Holtzblatt, K., Contextual Design, San hospital room (environment) Francisco: Morgan Kaufmann Publishers, 1998. + doctor-patient status discussion (activity) [2] Brémond, F. and Thonnat, M., “Issues of + patient (people) Representing Context Illustrated by Video- + attending physician (people) Surveillance Applications”, International Journal of Human-Computer Studies, Vol. 48, 1998, pp. 375- This combination would generate a list of influences that affect 391. this particular use subsystem. Hospital room may include [3] Button, G., “Designing in What Context?”, Designing “physical space restricts movement,” attending physician may in Context: Proceedings of DTRS 5, Lloyd, P. and include “high workload increases cognitive load;” while doctor- Christiaans, H. (Eds), Delft University Press, 2001. patient status discussion may include “fears of patient increase [4] Dey, A. K., “Understanding and Using Context”, anxiety.” All these factors influence this Use Subsystem, Personal and Ubiquitous Computing Journal, Vol. effecting how successfully it generates the desired outputs of 5, No. 1, 2001, pp. 4-7. the patient both understanding their symptoms and trusting their [5] Hekkert, P. and van Dijk, M., “Designing from doctor. Context: Foundations and Applications of the ViP Approach”, Designing in Context: Proceedings of As future iterations of the system expand the body of users, DTRS 5, Lloyd, P. and Christiaans, H. (Eds), Delft tasks and environments, the new contexts they create can be University Press, 2001. added to the existing set of hierarchies. [6] Mantovani, G., “Social Context in HCI: A New Framework for Mental Models, Cooperation, and Communication”, Cognitive Science, Vol. 20, 1996, 6. CONCLUSION pp. 237-269,. [7] Mittal, V. O. and Paris, C. L. (), “Generating The Context-Influence Framework provides a structure for Explanations in Context: The System Perspective”, understanding and manipulating the contextual influences that Expert Systems with Applications, Vol. 8, No. 4, affect interactive systems. It is intuitive, built around the 2001, pp. 491-503. familiar concept of “influences.” It is flexible, providing [8] Pugh, S., Total Design: Integrated Methods for conceptual places for different disciplines to work within their Successful Product Engineering, New York: own methodology. It manages the complexity of multiple Addison-Wesley Publishers Ltd., 1990. contexts, allowing the addition of new contexts through a class [9] Thomas, J. C.; Kellogg, W. A. and Erickson, T., “The hierarchy without complicating the view of an individual Knowledge Management Puzzle: Human and Social context. Factors in Knowledge Management”, IBM Systems Journal, Vol. 40, No. 4, 2001, pp. 863-84.