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User-Centred and Participatory
Cartography
Muki Haklay
m.haklay@ucl.ac.uk
@mhaklay
Extreme Citizen Science group
Department of Civil, Environment and Geomatic Engineering, UCL
Geographic representations

Valcamonica, Italy. Neolithic
Bronze age (6000 BCE)
http://www.phil.uni-passau.de/histhw/tutcarto/english/index-hiwi-karto-en.html

Sailing maps/Navigation charts, Western Pacific
(Peabody Museum, Cambridge)
http://hyperbolic-crochet.blogspot.com/2010/09/talking-and-writing-about-math.html
• Representations of
geography predate the
development of writing by
at least 2000 years (some
argue by 20,000)
• Moreover, they exist in
non-literate societies,
and semi-literate people
routinely participate in
mapping activities

Carved wooden coastal charts carried in
their kayaks by Greenland Inuit (n.d.)
Greenland National Museum & Archives.

http://www.learner.org/courses/amerhistory/interactives/cartographic/1-2.html
Modern digital mapping
• Only few digital technologies failures
require physical intervention
User-centred & participatory
cartographies
• Why so difficult? What can we do about
it?
• The evolution & popularisation of usable
geographic technologies
• Participatory & collaborative mapping,
Citizen Science and usability engineering
Usability engineering
Usability engineering is the outcome from
Human-Computer Interaction, Cognitive,
& Behavioural research. Devising
practical methods to measure a system’s
usability in terms of its: Learnability;
Efficiency; Memorability; Error rate; User
satisfaction …
UE/UX
Do you feel safe?
In which we tell the story of how GIS developers focus so much on
functionality, that they forgot the user

CHAPTER 1: WHY SO DIFFICULT?
1963

Pivar, M., Fredkin, E., and Stommel, H., 1963. Computer-Compiled Oceanographic Atlas: An Experiment in Man-Machine Interaction, PNAS
Visions of interactivity
• ‘[I]n preparing a printed atlas certain irrevocable choices of scale, of
map projections … must be made from the vast infinitude of all
possible mappings. An atlas-like representation, generated by digital
computer and displayed upon a cathode-ray screen, enables the
oceanographer to modify these choices at will. Only a high-speed
computer has the capacity and speed to follow the quickly shifting
demands and questions of a human mind exploring a large field
of numbers. … The user will be able to interrogate the display to evoke
further information; it will help him track down errors and will offer
alternative forms of presentation. Thus, the display on the screen …
embodies animation as varying presentations are scanned. In a very real
sense, the user “converses” with the machine about the stored
data.’ (Pivar et al., 1963, p. 396)
1963

Source: Nick Chrisman
What was it like?
• ‘Absolutely terrible. I mean there
wasn’t a left-handed, barbarous,
mentally deficient technician who
couldn’t do better than the best
computer. Terrifying.’
Ian McHarg (1920-2001) in an
interview to GIS World, 1995

http://www.upenn.edu/gazette/0300/0300gaz4.html
GIS road to the mainstream
• 1980s – commercial GIS packages starting
to emerge, range of users grows
• 1990s – Desktop GIS – more application
and use
• 2000s – GIS on the web, but not just GIS –
SatNavs, ubiquitous computing
• 2010s – crowdsourcing, mobile services
Why are GIS hard to use?
2005

UE/UX
Haklay and Zafiri (2008) “Usability Engineering for GIS: Learning from a Screenshot.” The Cartographic Journal, 45(2)
Why are GIS hard to use?
• As Identified by Traynor and Williams (1995):
– GIS is complex: it is based on knowledge from
Geography, Cartography, Databases, Statistics,
Computer algorithms and data structures…
– Requires users to have or acquire considerable
technical knowledge in order to operate the
system

• Due to the technological challenges,
developers and vendors are focusing on
functionality and not on interaction

UE/UX

Traynor and Williams (1995) ‘Why are Geographic Information Systems hard to use?’
1993

Web mapping
• Xerox PARC Map
Viewer 1993 -2005
• Demonstration of
the multimedia
capabilities of the
Web

Source: Tsue 2007
1998
2011

Paper vs. computer

UE/UX
Tasks

Paper map

Online map

1. Localisation

47.35 (38.26)

121.35 (71.31)

2. Measurement/scale

44.75 (17.18)

69.95 (71.98)

3. Decode on map

49.50 (23.52)

15.00 (67.08)

4. Decode on legend

17.25 (9.64)

11.75 (38.94)

5. Route planning

286.05 (113.07)

388.85 (210.83)
Usability can get emotional

qgis-ux@lists.osgeo.org
Why difficult?

• Complex technology to implement
• Complex technology to master
• Lack of attention from vendors and
developers
• Combined with misunderstanding of
usability
In which we see how the people who are using cartographic
products and geographic technologies changed without us noticing

CHAPTER 2: COGNITIVE SURPLUS,
COLLABORATIVE & PARTICIPATORY
MAPPING
1st May 2000 – GPS selective
availability

• ‘In plain English, we are unscrambling the GPS
signal. It is rare that someone can press a button
and make something you already own more
valuable – but that’s exactly what’s happening
today. All the people who’ve bought a GPS
receiver for a boat or a car... will find that they are
ten times more accurate as of midnight tonight.’
Dr Neal Lane, Assistant to the President for
Science and Technology.

http://clinton4.nara.gov/WH/EOP/OSTP/html/0053_3.html
Web availability and interaction

(CC) Ell Brown (Flickr)
Increased level of education
World population and students in tertiary education,
World Bank data
10000

1000

100

95

99

107

1999

2000

2001

116

124

132

138

146

154

159

165

2002

2003

2004

2005

2006

2007

2008

2009

10

1
Tertiary Ed

World Population
Understanding scientific
concepts

© Sanja Gjenero (sxc.hu)

© Nimalan Tharmalingam (sxc.hu)

© Cambridge University Press
2005
2005
2008
2009

Ellul, C., Haklay, M. Francis, L. And Rahemtulla, H., 2009, A Mechanism to Create Community Maps for Non-Technical users, The
International Conference on Advanced Geographic Information Systems & Web Services – GEOWS 2009
2013

http://publiclaboratory.org
2013
2008
VGI and usability

Google My Maps – guiding users
in the process of capturing
geographic information

2008
OpenStreetMap

2014
“..not sure if I am missing the
obvious Zoom and Pan
functions…Aaaghhh there they are,
small and hidden”
[P10, 31:40].

UE/UX
Catherine E. Jones, Patrick Weber, 2012, Towards Usability Engineering for Online Editors of Volunteered Geographic
Information: A Perspective on Learnability, Transaction in GIS
Map Kibera

2010
2013

2006
Citizen science

• Scientific activities in
which non-professional
scientists volunteer to
participate in data
collection, analysis and
dissemination of a
scientific project.
iSpot
Mapping for Change
Download WideNoise at http://cs.everyaware.eu
June 2012
June 2012
July 2012
July 2012
August 2012
August 2012
October 2012
October2012
‘Cambrian explosion’
• Web + societal changes are changing
creation and consumption of geographic
information
• New cartographic needs as a result of
location based services
• Bottom-up, localised, niche projects as
the norm, learning by osmosis
• Potential for large scale collaboration
• UE & UX impact success
In which we consider where the next challenges lie

CHAPTER 3: NEW CHALLENGES
Forest monitoring

Jerome Lewis, ExCiteS
1996

Source: cybertracker
2007

Jerome Lewis, ExCiteS
2013

Lewis et al. (2007). “Logging in the Congo Basin: What hope for indigenous peoples’ resources and their environments?”.
In: Indigenous Affairs 4/06, pp. 8–15.
Lewis et al. (2012). “Accessible technologies and FPIC: independent monitoring with forest communities in Cameroon”.
In: Biodiversity and culture: exploring community protocols, rights and consent (PLA 65), pp. 151–165.
Control flow
&
hierarchical
navigation

Go back
(cancel last step)

Go forward
(skip)

OK
Cancel
(save & return (discard & return
to beginning)
to beginning)

Media capturing devices

Audio recording

Photo

Video recording?

Yes/No,
satisfaction/dissatisfaction

Yes, there is a pharmacy No, there is no pharmacy
(and it is in operation).
(or it is not in operation).
Damage, destruction, obstruction,
…

Undamaged
banana tree

Damaged banana tree,
or inaccessible field, …
Literal
use

Cacao means
cacao
(and just that).

Categorical
use
1 – later 3 – example(s)
represent any wild fruits.

2 examples of nuts
represent any nut (tree).

Metaphorical
use

The syringe
means any
medicinal plant.
68
69
Visualise change over time
Summary
• Usability engineering requires
compromises: not what ought to be, but
how things work (e.g. conforming with
Google Maps)
• Potential of using geographical
technologies for all – though making
them participatory require effort and
careful methodological design
• Cartography is critical to many of the
applications and challenges ahead.
Further information
• See ucl.ac.uk/excites
• Blog: povesham.wordpress.com
uclexcites.wordpress.com
• M.haklay@ucl.ac.uk / @mhaklay

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CartoCon 2014 keynote slides

  • 1. User-Centred and Participatory Cartography Muki Haklay m.haklay@ucl.ac.uk @mhaklay Extreme Citizen Science group Department of Civil, Environment and Geomatic Engineering, UCL
  • 2. Geographic representations Valcamonica, Italy. Neolithic Bronze age (6000 BCE) http://www.phil.uni-passau.de/histhw/tutcarto/english/index-hiwi-karto-en.html Sailing maps/Navigation charts, Western Pacific (Peabody Museum, Cambridge) http://hyperbolic-crochet.blogspot.com/2010/09/talking-and-writing-about-math.html
  • 3. • Representations of geography predate the development of writing by at least 2000 years (some argue by 20,000) • Moreover, they exist in non-literate societies, and semi-literate people routinely participate in mapping activities Carved wooden coastal charts carried in their kayaks by Greenland Inuit (n.d.) Greenland National Museum & Archives. http://www.learner.org/courses/amerhistory/interactives/cartographic/1-2.html
  • 4. Modern digital mapping • Only few digital technologies failures require physical intervention
  • 5.
  • 6.
  • 7. User-centred & participatory cartographies • Why so difficult? What can we do about it? • The evolution & popularisation of usable geographic technologies • Participatory & collaborative mapping, Citizen Science and usability engineering
  • 8. Usability engineering Usability engineering is the outcome from Human-Computer Interaction, Cognitive, & Behavioural research. Devising practical methods to measure a system’s usability in terms of its: Learnability; Efficiency; Memorability; Error rate; User satisfaction … UE/UX
  • 9. Do you feel safe?
  • 10. In which we tell the story of how GIS developers focus so much on functionality, that they forgot the user CHAPTER 1: WHY SO DIFFICULT?
  • 11. 1963 Pivar, M., Fredkin, E., and Stommel, H., 1963. Computer-Compiled Oceanographic Atlas: An Experiment in Man-Machine Interaction, PNAS
  • 12. Visions of interactivity • ‘[I]n preparing a printed atlas certain irrevocable choices of scale, of map projections … must be made from the vast infinitude of all possible mappings. An atlas-like representation, generated by digital computer and displayed upon a cathode-ray screen, enables the oceanographer to modify these choices at will. Only a high-speed computer has the capacity and speed to follow the quickly shifting demands and questions of a human mind exploring a large field of numbers. … The user will be able to interrogate the display to evoke further information; it will help him track down errors and will offer alternative forms of presentation. Thus, the display on the screen … embodies animation as varying presentations are scanned. In a very real sense, the user “converses” with the machine about the stored data.’ (Pivar et al., 1963, p. 396)
  • 14. What was it like? • ‘Absolutely terrible. I mean there wasn’t a left-handed, barbarous, mentally deficient technician who couldn’t do better than the best computer. Terrifying.’ Ian McHarg (1920-2001) in an interview to GIS World, 1995 http://www.upenn.edu/gazette/0300/0300gaz4.html
  • 15. GIS road to the mainstream • 1980s – commercial GIS packages starting to emerge, range of users grows • 1990s – Desktop GIS – more application and use • 2000s – GIS on the web, but not just GIS – SatNavs, ubiquitous computing • 2010s – crowdsourcing, mobile services
  • 16. Why are GIS hard to use?
  • 17. 2005 UE/UX Haklay and Zafiri (2008) “Usability Engineering for GIS: Learning from a Screenshot.” The Cartographic Journal, 45(2)
  • 18. Why are GIS hard to use? • As Identified by Traynor and Williams (1995): – GIS is complex: it is based on knowledge from Geography, Cartography, Databases, Statistics, Computer algorithms and data structures… – Requires users to have or acquire considerable technical knowledge in order to operate the system • Due to the technological challenges, developers and vendors are focusing on functionality and not on interaction UE/UX Traynor and Williams (1995) ‘Why are Geographic Information Systems hard to use?’
  • 19. 1993 Web mapping • Xerox PARC Map Viewer 1993 -2005 • Demonstration of the multimedia capabilities of the Web Source: Tsue 2007
  • 20. 1998
  • 21. 2011 Paper vs. computer UE/UX Tasks Paper map Online map 1. Localisation 47.35 (38.26) 121.35 (71.31) 2. Measurement/scale 44.75 (17.18) 69.95 (71.98) 3. Decode on map 49.50 (23.52) 15.00 (67.08) 4. Decode on legend 17.25 (9.64) 11.75 (38.94) 5. Route planning 286.05 (113.07) 388.85 (210.83)
  • 22. Usability can get emotional qgis-ux@lists.osgeo.org
  • 23. Why difficult? • Complex technology to implement • Complex technology to master • Lack of attention from vendors and developers • Combined with misunderstanding of usability
  • 24. In which we see how the people who are using cartographic products and geographic technologies changed without us noticing CHAPTER 2: COGNITIVE SURPLUS, COLLABORATIVE & PARTICIPATORY MAPPING
  • 25. 1st May 2000 – GPS selective availability • ‘In plain English, we are unscrambling the GPS signal. It is rare that someone can press a button and make something you already own more valuable – but that’s exactly what’s happening today. All the people who’ve bought a GPS receiver for a boat or a car... will find that they are ten times more accurate as of midnight tonight.’ Dr Neal Lane, Assistant to the President for Science and Technology. http://clinton4.nara.gov/WH/EOP/OSTP/html/0053_3.html
  • 26. Web availability and interaction (CC) Ell Brown (Flickr)
  • 27.
  • 28. Increased level of education World population and students in tertiary education, World Bank data 10000 1000 100 95 99 107 1999 2000 2001 116 124 132 138 146 154 159 165 2002 2003 2004 2005 2006 2007 2008 2009 10 1 Tertiary Ed World Population
  • 29. Understanding scientific concepts © Sanja Gjenero (sxc.hu) © Nimalan Tharmalingam (sxc.hu) © Cambridge University Press
  • 30. 2005
  • 31. 2005
  • 32.
  • 33. 2008
  • 34. 2009 Ellul, C., Haklay, M. Francis, L. And Rahemtulla, H., 2009, A Mechanism to Create Community Maps for Non-Technical users, The International Conference on Advanced Geographic Information Systems & Web Services – GEOWS 2009
  • 36. 2013
  • 37. 2008
  • 38. VGI and usability Google My Maps – guiding users in the process of capturing geographic information 2008
  • 40. “..not sure if I am missing the obvious Zoom and Pan functions…Aaaghhh there they are, small and hidden” [P10, 31:40]. UE/UX Catherine E. Jones, Patrick Weber, 2012, Towards Usability Engineering for Online Editors of Volunteered Geographic Information: A Perspective on Learnability, Transaction in GIS
  • 43. Citizen science • Scientific activities in which non-professional scientists volunteer to participate in data collection, analysis and dissemination of a scientific project.
  • 44. iSpot
  • 46. Download WideNoise at http://cs.everyaware.eu
  • 47.
  • 52.
  • 53. ‘Cambrian explosion’ • Web + societal changes are changing creation and consumption of geographic information • New cartographic needs as a result of location based services • Bottom-up, localised, niche projects as the norm, learning by osmosis • Potential for large scale collaboration • UE & UX impact success
  • 54. In which we consider where the next challenges lie CHAPTER 3: NEW CHALLENGES
  • 58. 2013 Lewis et al. (2007). “Logging in the Congo Basin: What hope for indigenous peoples’ resources and their environments?”. In: Indigenous Affairs 4/06, pp. 8–15. Lewis et al. (2012). “Accessible technologies and FPIC: independent monitoring with forest communities in Cameroon”. In: Biodiversity and culture: exploring community protocols, rights and consent (PLA 65), pp. 151–165.
  • 59.
  • 60.
  • 61.
  • 62. Control flow & hierarchical navigation Go back (cancel last step) Go forward (skip) OK Cancel (save & return (discard & return to beginning) to beginning) Media capturing devices Audio recording Photo Video recording? Yes/No, satisfaction/dissatisfaction Yes, there is a pharmacy No, there is no pharmacy (and it is in operation). (or it is not in operation). Damage, destruction, obstruction, … Undamaged banana tree Damaged banana tree, or inaccessible field, …
  • 63. Literal use Cacao means cacao (and just that). Categorical use 1 – later 3 – example(s) represent any wild fruits. 2 examples of nuts represent any nut (tree). Metaphorical use The syringe means any medicinal plant.
  • 64.
  • 65.
  • 66.
  • 67.
  • 68. 68
  • 69. 69
  • 70.
  • 71.
  • 72.
  • 74. Summary • Usability engineering requires compromises: not what ought to be, but how things work (e.g. conforming with Google Maps) • Potential of using geographical technologies for all – though making them participatory require effort and careful methodological design • Cartography is critical to many of the applications and challenges ahead.
  • 75. Further information • See ucl.ac.uk/excites • Blog: povesham.wordpress.com uclexcites.wordpress.com • M.haklay@ucl.ac.uk / @mhaklay