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FIELD STUDIES
QUESTIONNAIRES
Slides from Prof. Joanna McGrenere and Dr. Leila Aflatoony
Includes slides from Prof. Karon MacLean and Jessica Dawson
1
690A- Advanced Methods in HCI
Prof. Narges Mahyar
TODAY
• Questionnaires [30 min]
• In class activity [20 min]
• Redesign a questionnaire
• Discussion of readings [20min]
2
LEARNING GOALS
• explain when and why questionnaires may be
appropriate evaluation technique choice; discuss their
pros/cons
• list different styles of questions (open, closed, likert, etc.)
and give examples of what they are appropriate for;
• give examples of data different kinds of questions can
collect
• discuss important considerations for designing and
administering a questionnaire
3
QUESTIONNAIRES
WHEN & WHY?
• evaluating to understand: good for reaching lots of people
early on
• evaluation of prototypes: typically used in combination with
other methods (but not always)
• also called ‘surveys’
• Survey is a complete methodological approach: a process
for gathering data that could involve a wide variety of data
collection methods, including a questionnaire (list of
questions).
4
QUESTIONNAIRES
WHAT CAN YOU DO WITH THEM?
• closed or open questions
• evidence of wide general opinion
pros/cons:
• can reach a wide subject group (e.g. mail or email)
• does not require presence of evaluator
• many results can be quantified
• can have low response rate and/or low quality response
5
WHAT KINDS OF DATA CAN YOU
COLLECT?
questionnaires can gather both:
• subjective AND objective data
• qualitative AND quantitative data
6
STYLES OF QUESTIONS:
OPEN-ENDED
• asks for opinions
• good for general subjective information
• but difficult to analyze rigorously
for example, “Can you suggest any improvements to the
interface?”
7
STYLES OF QUESTIONS:
CLOSED
• restricts responses by supplying the choices for answers
• can be easily analyzed …
• but can still be hard to interpret, if questions / responses not
well designed!
• options should be very specific
Do you use computers at work:
O often O sometimes O rarely
In your typical work day, do you use computers:
O over 4 hrs a day
O between 2 and 4 hrs daily
O between 1 and 2 hrs daily
O less than 1 hr a day
8
STYLES OF QUESTIONS:
COMBINING OPEN-ENDED & CLOSED
QUESTIONS
• gets specific response, but allows room for user’s opinion
It is easy to recover from mistakes:
disagree agree
1 2 3 4 5
comment:…
…the undo facility is great!...
9
STYLES OF QUESTIONS (CLOSED):
SCALAR --- LIKERT SCALE
• measure opinions, attitudes, and beliefs
• ask user to judge a specific statement on a numeric scale
• scale usually corresponds to agreement or disagreement with
a statement
• odd or even numbered (what’s the difference?)
Characters on the computer screen are hard to read:
strongly agree strongly disagree
1 2 3 4 5
10
STYLES OF QUESTIONS (CLOSED):
SCALAR --- SEMANTIC
DIFFERENTIAL SCALE
• similar to likert scales - also measure opinions, attitudes, beliefs
• but explore a range of bipolar attitudes about a particular item
• each pair of attitudes is represented as a pair of adjectives
à generally easier cognitively to answer than likert
Moodle is:
poorly 1 2 3 4 5 well designed
clear 1 2 3 4 5 confusing
attractive 1 2 3 4 5 ugly
11
STYLES OF QUESTIONS (CLOSED):
RANKED
• respondent places an ordering on items in a list
• useful to indicate a user’s preferences
• forced choice
Rank the usefulness of these methods of issuing a command
(1 most useful, 2 next most useful..., 0 if not used)
__2__ command line
__1__ menu selection
__3__ control key accelerator
c
12
STYLES OF QUESTIONS (CLOSED):
MULTI-CHOICE
• respondent offered a choice of explicit responses
How do you most often get help with the system? (tick one)
O on-line manual
O paper manual
O ask a colleague
Which types of software have you used? (tick all that apply)
O word processor
O data base
O spreadsheet
O compiler
13
DESIGNING A QUESTIONNAIRE
establish the purpose of the questionnaire:
• what information is sought?
• how would you analyze the results?
• what would you do with your analysis?
determine the audience you want to reach
• typical when using questionnaire for understanding: random
sample of between 50 and 1000 users of the product
test everything before sending it out:
• test the wording
• test the timing
• test the validity
• test the analysis
14
DESIGNING GOOD QUESTIONS
unlike interviews, hard to ask a follow-up questions
² extra important to get questions right
a few general guidelines:
• be specific and clear about how users should answer
• keep questions short and easy to follow
• avoid ‘double-’ and ‘triple-barreled’ questions
• e.g., how often have you used the system and what do
you like about it?
• avoid ambiguity and too much room for interpretation
• avoid biasing responses as much as possible
15
COMMUNITYCRIT: INVITING THE PUBLIC TO
IMPROVE AND EVALUATE URBAN DESIGN IDEAS
THROUGH MICRO-ACTIVITIES
16
Narges Mahyar, Michael R. James, Michelle M. Ng, Reginald A. Wu, Steven
P. Dow, ACM Human Factors in Computing Systems (CHI 2018).
1) PICK AN IDEA
17
2) DO OR SKIP ACTIVITIES
3) SUBMIT A NEW IDEA
18
4) VIEW CONTRIBUTIONS
VALIDITY
are your questions getting at what you want?
can increase validity by. . .
• piloting (see how people answer)
• triangulation (target hypotheses with multiple questions)
• use previously validated questionnaires (studied extensively to
confirm they gather what they intend to gather)
19
TRADEOFFS
questionnaires are limited by length and complexity
• can’t always ask about everything you want to
try to focus questions on what you really want to learn
• a few focused questions more useful than many general ones.
• if the answer is obvious, you probably don’t need to ask it!
but be careful of focusing too much on what you expect to the
exclusion of other explanations
20
ADMINISTERING QUESTIONNAIRES
in-person
administration
“take home”
(conventional)
email
web-based
forms
general issues
• requires time to administer, but highest
completion rate
• often subjects don’t complete / return the
questionnaire
• permits subjects to answer on their own time
• responses may tend to be more free-form
• attachments may be a problem
• response rates depend on trust in source
• standardize formats and responses
• Java/Javascript to ensure correct / complete
• payment or incentives
• anonymity
• self-selection
21
IN-CLASS DISCUSSION:
HOW SHOULD THEY DIFFER GIVEN CONTEXT?
to successfully deploy a questionnaire: account for the
context and the nature of the questions you’re asking.
what are the important considerations?
E.g., in a hospital setting where…
1. You want to ask patients who just tried a new insulin
pump what they thought of it
Versus…
2. You want to widely distributed a survey about general
health concerns to people between ages of 20 - 55
22
BE CONSIDERATE OF YOUR
RESPONDENTS
AND THE CONTEXT YOU ACCESS THEM IN
• questionnaire length (short is good)
• think in terms of reasonable completion times
• do not ask questions whose answers you will not use!
• privacy invasions/anonymity
• be careful how / what you ask
• motivation
• why should the respondent bother?
• usually need to offer something in return
• ability
• limitations like literacy and disability can come into play
23
ACTIVITY [20 MIN]
questionnaire critique and redesign
• Work in groups of 2-3
24
DISCUSSION ON QUESTIONNAIRE
READINGS [20 MIN]
Get into group of 3-4 answering the following
questions:
• What surprised you? or
• What you disagreed with?
• Others?
25
ON DECK…
Next class (Thursday) …
1. Readings (as posted) and researcher journals
2. First Interim Project milestone
² due on Monday Feb 11
26
EXTRA SLIDES
27
SUMMARY:
QUESTIONNAIRES
1. establish purpose
2. determine audience
3. variety of administration methods
(for different audiences)
4. design questions:
• many kinds, depend on what you want to learn
• most important distinction: open/closed (like
structured/unstructured interview questions)
5. be considerate of your respondents
6. motivate your respondents (without biasing them).
28
QUESTIONNAIRE EXAMPLE
**Citation of Research Paper that uses the Example Survey:**
Rock Leung, Charlotte Tang, Shathel Haddad, Joanna Mcgrenere,
Peter Graf, and Vilia Ingriany. 2012. How Older Adults Learn to Use
Mobile Devices: Survey and Field Investigations. ACM Trans.
Access. Comput. 4, 3, Article 11 (December 2012), 33 pages.
DOI=http://dx.doi.org/10.1145/2399193.2399195
29

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questionnaires types and types of scale.pdf

  • 1. FIELD STUDIES QUESTIONNAIRES Slides from Prof. Joanna McGrenere and Dr. Leila Aflatoony Includes slides from Prof. Karon MacLean and Jessica Dawson 1 690A- Advanced Methods in HCI Prof. Narges Mahyar
  • 2. TODAY • Questionnaires [30 min] • In class activity [20 min] • Redesign a questionnaire • Discussion of readings [20min] 2
  • 3. LEARNING GOALS • explain when and why questionnaires may be appropriate evaluation technique choice; discuss their pros/cons • list different styles of questions (open, closed, likert, etc.) and give examples of what they are appropriate for; • give examples of data different kinds of questions can collect • discuss important considerations for designing and administering a questionnaire 3
  • 4. QUESTIONNAIRES WHEN & WHY? • evaluating to understand: good for reaching lots of people early on • evaluation of prototypes: typically used in combination with other methods (but not always) • also called ‘surveys’ • Survey is a complete methodological approach: a process for gathering data that could involve a wide variety of data collection methods, including a questionnaire (list of questions). 4
  • 5. QUESTIONNAIRES WHAT CAN YOU DO WITH THEM? • closed or open questions • evidence of wide general opinion pros/cons: • can reach a wide subject group (e.g. mail or email) • does not require presence of evaluator • many results can be quantified • can have low response rate and/or low quality response 5
  • 6. WHAT KINDS OF DATA CAN YOU COLLECT? questionnaires can gather both: • subjective AND objective data • qualitative AND quantitative data 6
  • 7. STYLES OF QUESTIONS: OPEN-ENDED • asks for opinions • good for general subjective information • but difficult to analyze rigorously for example, “Can you suggest any improvements to the interface?” 7
  • 8. STYLES OF QUESTIONS: CLOSED • restricts responses by supplying the choices for answers • can be easily analyzed … • but can still be hard to interpret, if questions / responses not well designed! • options should be very specific Do you use computers at work: O often O sometimes O rarely In your typical work day, do you use computers: O over 4 hrs a day O between 2 and 4 hrs daily O between 1 and 2 hrs daily O less than 1 hr a day 8
  • 9. STYLES OF QUESTIONS: COMBINING OPEN-ENDED & CLOSED QUESTIONS • gets specific response, but allows room for user’s opinion It is easy to recover from mistakes: disagree agree 1 2 3 4 5 comment:… …the undo facility is great!... 9
  • 10. STYLES OF QUESTIONS (CLOSED): SCALAR --- LIKERT SCALE • measure opinions, attitudes, and beliefs • ask user to judge a specific statement on a numeric scale • scale usually corresponds to agreement or disagreement with a statement • odd or even numbered (what’s the difference?) Characters on the computer screen are hard to read: strongly agree strongly disagree 1 2 3 4 5 10
  • 11. STYLES OF QUESTIONS (CLOSED): SCALAR --- SEMANTIC DIFFERENTIAL SCALE • similar to likert scales - also measure opinions, attitudes, beliefs • but explore a range of bipolar attitudes about a particular item • each pair of attitudes is represented as a pair of adjectives à generally easier cognitively to answer than likert Moodle is: poorly 1 2 3 4 5 well designed clear 1 2 3 4 5 confusing attractive 1 2 3 4 5 ugly 11
  • 12. STYLES OF QUESTIONS (CLOSED): RANKED • respondent places an ordering on items in a list • useful to indicate a user’s preferences • forced choice Rank the usefulness of these methods of issuing a command (1 most useful, 2 next most useful..., 0 if not used) __2__ command line __1__ menu selection __3__ control key accelerator c 12
  • 13. STYLES OF QUESTIONS (CLOSED): MULTI-CHOICE • respondent offered a choice of explicit responses How do you most often get help with the system? (tick one) O on-line manual O paper manual O ask a colleague Which types of software have you used? (tick all that apply) O word processor O data base O spreadsheet O compiler 13
  • 14. DESIGNING A QUESTIONNAIRE establish the purpose of the questionnaire: • what information is sought? • how would you analyze the results? • what would you do with your analysis? determine the audience you want to reach • typical when using questionnaire for understanding: random sample of between 50 and 1000 users of the product test everything before sending it out: • test the wording • test the timing • test the validity • test the analysis 14
  • 15. DESIGNING GOOD QUESTIONS unlike interviews, hard to ask a follow-up questions ² extra important to get questions right a few general guidelines: • be specific and clear about how users should answer • keep questions short and easy to follow • avoid ‘double-’ and ‘triple-barreled’ questions • e.g., how often have you used the system and what do you like about it? • avoid ambiguity and too much room for interpretation • avoid biasing responses as much as possible 15
  • 16. COMMUNITYCRIT: INVITING THE PUBLIC TO IMPROVE AND EVALUATE URBAN DESIGN IDEAS THROUGH MICRO-ACTIVITIES 16 Narges Mahyar, Michael R. James, Michelle M. Ng, Reginald A. Wu, Steven P. Dow, ACM Human Factors in Computing Systems (CHI 2018).
  • 17. 1) PICK AN IDEA 17 2) DO OR SKIP ACTIVITIES
  • 18. 3) SUBMIT A NEW IDEA 18 4) VIEW CONTRIBUTIONS
  • 19. VALIDITY are your questions getting at what you want? can increase validity by. . . • piloting (see how people answer) • triangulation (target hypotheses with multiple questions) • use previously validated questionnaires (studied extensively to confirm they gather what they intend to gather) 19
  • 20. TRADEOFFS questionnaires are limited by length and complexity • can’t always ask about everything you want to try to focus questions on what you really want to learn • a few focused questions more useful than many general ones. • if the answer is obvious, you probably don’t need to ask it! but be careful of focusing too much on what you expect to the exclusion of other explanations 20
  • 21. ADMINISTERING QUESTIONNAIRES in-person administration “take home” (conventional) email web-based forms general issues • requires time to administer, but highest completion rate • often subjects don’t complete / return the questionnaire • permits subjects to answer on their own time • responses may tend to be more free-form • attachments may be a problem • response rates depend on trust in source • standardize formats and responses • Java/Javascript to ensure correct / complete • payment or incentives • anonymity • self-selection 21
  • 22. IN-CLASS DISCUSSION: HOW SHOULD THEY DIFFER GIVEN CONTEXT? to successfully deploy a questionnaire: account for the context and the nature of the questions you’re asking. what are the important considerations? E.g., in a hospital setting where… 1. You want to ask patients who just tried a new insulin pump what they thought of it Versus… 2. You want to widely distributed a survey about general health concerns to people between ages of 20 - 55 22
  • 23. BE CONSIDERATE OF YOUR RESPONDENTS AND THE CONTEXT YOU ACCESS THEM IN • questionnaire length (short is good) • think in terms of reasonable completion times • do not ask questions whose answers you will not use! • privacy invasions/anonymity • be careful how / what you ask • motivation • why should the respondent bother? • usually need to offer something in return • ability • limitations like literacy and disability can come into play 23
  • 24. ACTIVITY [20 MIN] questionnaire critique and redesign • Work in groups of 2-3 24
  • 25. DISCUSSION ON QUESTIONNAIRE READINGS [20 MIN] Get into group of 3-4 answering the following questions: • What surprised you? or • What you disagreed with? • Others? 25
  • 26. ON DECK… Next class (Thursday) … 1. Readings (as posted) and researcher journals 2. First Interim Project milestone ² due on Monday Feb 11 26
  • 28. SUMMARY: QUESTIONNAIRES 1. establish purpose 2. determine audience 3. variety of administration methods (for different audiences) 4. design questions: • many kinds, depend on what you want to learn • most important distinction: open/closed (like structured/unstructured interview questions) 5. be considerate of your respondents 6. motivate your respondents (without biasing them). 28
  • 29. QUESTIONNAIRE EXAMPLE **Citation of Research Paper that uses the Example Survey:** Rock Leung, Charlotte Tang, Shathel Haddad, Joanna Mcgrenere, Peter Graf, and Vilia Ingriany. 2012. How Older Adults Learn to Use Mobile Devices: Survey and Field Investigations. ACM Trans. Access. Comput. 4, 3, Article 11 (December 2012), 33 pages. DOI=http://dx.doi.org/10.1145/2399193.2399195 29