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chapter 11

user support
user support
• Issues

– different types of support at different times
– implementation and presentation both important
– all need careful design

• Types of user support
– quick reference, task specific help, full explanation,
tutorial

• Provided by help and documentation

– help - problem-oriented and specific
– documentation - system-oriented and general
– same design principles apply to both
Requirements
• Availability
– continuous access concurrent to main application

• Accuracy and completeness
– help matches and covers actual system behaviour

• Consistency
– between different parts of the help system and paper
documentation

• Robustness
– correct error handling and npredictable behaviour

• Flexibility
– allows user to interact in a way appropriate to experience and task

• Unobtrusiveness
– does not prevent the user continuing with work
Approaches to user support
• Command assistance
– User requests help on particular command
e.g., UNIX man, DOS help
– Good for quick reference
– Assumes user know what to look for

• Command prompts
– Provide information about correct usage when an
error occurs
– Good for simple syntactic errors
– Also assumes knowledge of the command
Approaches to user support (ctd)
• Context sensitive help
– help request interpreted according to context in
which it occurs. e.g. tooltips

• On-line tutorials
– user works through basics of application in a test
environment.
– can be useful but are often in flexible.

• On-line documentation
–
–
–
–

paper documentation is made available on computer.
continually available in common medium
can be difficult to browse
hypertext used to support browsing.
wizards and assistants
• wizards
– task specific tool leads the user through task, step by step,
using user’s answers to specific questions
– example: resumé
– useful for safe completion of complex or infrequent tasks
– constrained task execution so limited flexibility
– must allow user to go back

• assistants
– monitor user behaviour and offer contextual advice
– can be irritating e.g. MS paperclip
– must be under user control e.g. XP smart tags
Adaptive Help Systems
• Use knowledge of the context, individual user,
task, domain and instruction to provide help
adapted to user's needs.
• Problems
–
–
–
–

knowledge requirements considerable
who has control of the interaction?
what should be adapted?
what is the scope of the adaptation?
Knowledge representation

User modeling

• All help systems have a model of the
user
– single, generic user (non-intelligent)
– user-configured model (adaptable)
– system-configure model (adaptive)
Approaches to user modelling
• Quantification
– user moves between levels of expertise
– based on quantitative measure of what he knows.

• Stereotypes
– user is classified into a particular category.

• Overlay
– idealized model of expert use is constructed
– actual use compared to ideal
– model may contain the commonality or difference
Special case: user behaviour compared to known error
catalogue
Knowledge representation

Domain and task modelling
• Covers
– common errors and tasks
– current task

• Usually involves analysis of command
sequences.
• Problems
– representing tasks
– interleaved tasks
– user intention
Knowledge representation

Advisory strategy

• involves choosing the correct style of advice
for a given situation.
e.g. reminder, tutorial, etc.
• few intelligent help systems model advisory
strategy, but choice of strategy is still
important.
Techniques for knowledge
representation
• rule based (e.g. logic, production rules)
– knowledge presented as rules and facts
– interpreted using inference mechanism
– can be used in relatively large domains.

• frame based (e.g. semantic network)
– knowledge stored in structures with slots to be filled
– useful for a small domain.

• network based
– knowledge represented as relationships between facts
– can be used to link frames.

• example based
– knowledge represented implicitly within decision structure
– trained to classify rather than programmed with rules
– requires little knowledge acquisition
Problems with knowledge
representation and modelling
• knowledge acquisition
• resources
• interpretation of user behaviour
Issues in adaptive help
• Initiative
– does the user retain control or can the system direct the
interaction?
– can the system interrupt the user to offer help?

• Effect
– what is going to be adapted and what information is
needed to do this?
– only model what is needed.

• Scope
– is modelling at application or system level?
– latter more complex
e.g. expertise varies between applications.
Designing user support
• User support is not an `add on’
– should be designed integrally with the
system.

• Concentrate on content and context of
help rather than technological issues.
Presentation issues
• How is help requested?
– command, button, function (on/off), separate
application

• How is help displayed?
– new window, whole screen, split screen,
– pop-up boxes, hint icons

• Effective presentation requires
–
–
–
–

clear, familiar, consistent language
instructional rather than descriptive language
avoidance of blocks of text
clear indication of summary and example information
Implementation issues
Is help
– operating system
command
– meta command
– application

Structure of help data
– single file
– file hierarchy
– database

What resources are
available?
– screen space
– memory capacity
– speed

Issues
– flexibility and extensibility
– hard copy
– browsing

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E3 chap-11

  • 2. user support • Issues – different types of support at different times – implementation and presentation both important – all need careful design • Types of user support – quick reference, task specific help, full explanation, tutorial • Provided by help and documentation – help - problem-oriented and specific – documentation - system-oriented and general – same design principles apply to both
  • 3. Requirements • Availability – continuous access concurrent to main application • Accuracy and completeness – help matches and covers actual system behaviour • Consistency – between different parts of the help system and paper documentation • Robustness – correct error handling and npredictable behaviour • Flexibility – allows user to interact in a way appropriate to experience and task • Unobtrusiveness – does not prevent the user continuing with work
  • 4. Approaches to user support • Command assistance – User requests help on particular command e.g., UNIX man, DOS help – Good for quick reference – Assumes user know what to look for • Command prompts – Provide information about correct usage when an error occurs – Good for simple syntactic errors – Also assumes knowledge of the command
  • 5. Approaches to user support (ctd) • Context sensitive help – help request interpreted according to context in which it occurs. e.g. tooltips • On-line tutorials – user works through basics of application in a test environment. – can be useful but are often in flexible. • On-line documentation – – – – paper documentation is made available on computer. continually available in common medium can be difficult to browse hypertext used to support browsing.
  • 6. wizards and assistants • wizards – task specific tool leads the user through task, step by step, using user’s answers to specific questions – example: resumé – useful for safe completion of complex or infrequent tasks – constrained task execution so limited flexibility – must allow user to go back • assistants – monitor user behaviour and offer contextual advice – can be irritating e.g. MS paperclip – must be under user control e.g. XP smart tags
  • 7. Adaptive Help Systems • Use knowledge of the context, individual user, task, domain and instruction to provide help adapted to user's needs. • Problems – – – – knowledge requirements considerable who has control of the interaction? what should be adapted? what is the scope of the adaptation?
  • 8. Knowledge representation User modeling • All help systems have a model of the user – single, generic user (non-intelligent) – user-configured model (adaptable) – system-configure model (adaptive)
  • 9. Approaches to user modelling • Quantification – user moves between levels of expertise – based on quantitative measure of what he knows. • Stereotypes – user is classified into a particular category. • Overlay – idealized model of expert use is constructed – actual use compared to ideal – model may contain the commonality or difference Special case: user behaviour compared to known error catalogue
  • 10. Knowledge representation Domain and task modelling • Covers – common errors and tasks – current task • Usually involves analysis of command sequences. • Problems – representing tasks – interleaved tasks – user intention
  • 11. Knowledge representation Advisory strategy • involves choosing the correct style of advice for a given situation. e.g. reminder, tutorial, etc. • few intelligent help systems model advisory strategy, but choice of strategy is still important.
  • 12. Techniques for knowledge representation • rule based (e.g. logic, production rules) – knowledge presented as rules and facts – interpreted using inference mechanism – can be used in relatively large domains. • frame based (e.g. semantic network) – knowledge stored in structures with slots to be filled – useful for a small domain. • network based – knowledge represented as relationships between facts – can be used to link frames. • example based – knowledge represented implicitly within decision structure – trained to classify rather than programmed with rules – requires little knowledge acquisition
  • 13. Problems with knowledge representation and modelling • knowledge acquisition • resources • interpretation of user behaviour
  • 14. Issues in adaptive help • Initiative – does the user retain control or can the system direct the interaction? – can the system interrupt the user to offer help? • Effect – what is going to be adapted and what information is needed to do this? – only model what is needed. • Scope – is modelling at application or system level? – latter more complex e.g. expertise varies between applications.
  • 15. Designing user support • User support is not an `add on’ – should be designed integrally with the system. • Concentrate on content and context of help rather than technological issues.
  • 16. Presentation issues • How is help requested? – command, button, function (on/off), separate application • How is help displayed? – new window, whole screen, split screen, – pop-up boxes, hint icons • Effective presentation requires – – – – clear, familiar, consistent language instructional rather than descriptive language avoidance of blocks of text clear indication of summary and example information
  • 17. Implementation issues Is help – operating system command – meta command – application Structure of help data – single file – file hierarchy – database What resources are available? – screen space – memory capacity – speed Issues – flexibility and extensibility – hard copy – browsing