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Dean Eckles on people, technology & inference

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Situational variation, attribution, and human-computer relationships

Mobile phones are gateways to our most important and enduring relationships with other people. But, like other communication technologies, the mobile phone is psychologically not only a medium: we also form enduring relationships with devices themselves and their  associated software and services (Sundar 2004). While different than  relationships with other people, these human–technology relationships are also importantly social relationships. People exhibit a host of automatic, social responses to interactive  technologies by applying familiar social rules, categories, and norms that are otherwise used in interacting with people (Reeves and Nass 1996; Nass and Moon 2000).

These human–technology relationships develop and endure over time and through radical changes in the situation. In particular, mobile phones are near-constant companions. They take on roles of both medium for communication with other people and independent interaction partner through dynamic physical, social, and cultural environments and tasks. The global phenomenon of mobile phone use highlights both that relationships with people and technologies are influenced by variable context and that these devices are, in some ways, a constant in amidst these everyday changes.

Situational variation and attribution

Situational variation is important for how people understand and interact with mobile technology. This variation is an input to the processes by which people disentangle the internal (personal or device) and external (situational) causes of an social entity’s behavior (Fiedler et al. 1999; Forsterling 1992; Kelley 1967), so this situational variation contributes to the traits and states attributed to human and technological entities. Furthermore, situational variation influences the relationship and interaction in other ways. For example, we have recently carried out an experiment providing evidence that this situational variation itself (rather than the characteristics of the situations) influences memory, creativity, and self-disclosure to a mobile service; in particular, people disclose more in places they have previously disclosed to the service, than in  new places (Sukumaran et al. 2009).

Not only does the situation vary, but mobile technologies are increasingly responsive to the environments they share with their human interactants. A system’s systematic and purposive responsiveness to the environment means means that explaining its behavior is about more than distinguishing internal and external causes: people explain behavior by attributing reasons to the entity, which may trivially either refer to internal or external causes. For example, contrast “Jack bought the house because it was secluded” (external) with “Jack bought the house because he wanted privacy” (internal) (Ross 1977, p. 176). Much research in the social cognition and attribution theory traditions of psychology has failed to address this richness of people’s everyday explanations of other ’s behavior (Malle 2004; McClure 2002), but contemporary, interdisciplinary work is elaborating on theories and methods from philosophy and developmental psychology to this end (e.g., the contributions to Malle et al. 2001).

These two developments — the increasing role of situational variation in human-technology relationships and a new appreciation of the richness of everyday explanations of behavior — are important to consider together in designing new research in human-computer interaction, psychology, and communication. Here are three suggestions about directions to pursue in light of this:

Design systems that provide constancy and support through radical situational changes in both the social and physical environment. For example, we have created a system that uses the voices of participants in an upcoming event as audio primes during transition periods (Sohn et al. 2009). This can help ease the transition from a long corporate meeting to a chat with fellow parents at a child’s soccer game.

Design experimental manipulations and measure based on features of folk psychology —  the implicit theory or capabilities by which we attribute, e.g., beliefs, thoughts, and desires (propositional attitudes) to others (Dennett 1987) — identified by philosophers. For example, attributions propositional attitudes (e.g., beliefs) to an entity have the linguistic feature that one cannot substitute different terms that refer to the same object while maintaining the truth or appropriateness of the statement. This opacity in attributions of propositional attitudes is the subject of a large literature (e.g., following Quine 1953), but this  has not been used as a lens for much empirical work, except for some developmental psychology  (e.g., Apperly and Robinson 2003). Human-computer interaction research should use this opacity (and other underused features of folk psychology) in studies of how people think about systems.

Connect work on mental models of systems (e.g., Kempton 1986; Norman 1988) to theories of social cognition and folk psychology. I think we can expect much larger overlap in the process involved than in the current research literature: people use folk psychology to understand, predict, and explain technological systems — not just other people.

References

Apperly, I. A., & Robinson, E. J. (2003). When can children handle referential opacity? Evidence for systematic variation in 5- and 6-year-old children’s reasoning about beliefs and belief reports. Journal of Experimental Child Psychology, 85(4), 297-311. doi: 10.1016/S0022-0965(03)00099-7.

Dennett, D. C. (1987). The Intentional Stance (p. 388). MIT Press.

Fiedler, K., Walther, E., & Nickel, S. (1999). Covariation-based attribution: On the ability to assess multiple covariates of an effect. Personality and Social Psychology Bulletin, 25(5), 609.

Försterling, F. (1992). The Kelley model as an analysis of variance analogy: How far can it be taken? Journal of Experimental Social Psychology, 28(5), 475-490. doi: 10.1016/0022-1031(92)90042-I.

Kelley, H. H. (1967). Attribution theory in social psychology. In Nebraska Symposium on Motivation (Vol. 15).

Malle, B. F. (2004). How the Mind Explains Behavior: Folk Explanations, Meaning, and Social Interaction. Bradford Books.

Malle, B. F., Moses, L. J., & Baldwin, D. A. (2001). Intentions and Intentionality: Foundations of Social Cognition. MIT Press.

McClure, J. (2002). Goal-Based Explanations of Actions and Outcomes. In M. H. Wolfgang Stroebe (Ed.), European Review of Social Psychology (pp. 201-235). John Wiley & Sons, Inc. Retrieved from http://dx.doi.org/10.1002/0470013478.ch7.

Nass, C., & Moon, Y. (2000). Machines and Mindlessness: Social Responses to Computers. Journal of Social Issues, 56(1), 81-103.

Norman, D. A. (1988). The Psychology of Everyday Things. New York: Basic Books.

Quine, W. V. O. (1953). From a Logical Point of View: Nine Logico-Philosophical Essays. Harvard University Press.

Reeves, B., & Nass, C. (1996). The media equation: how people treat computers, television, and new media like real people and places (p. 305). Cambridge University Press.

Ross, L. (1977). The intuitive psychologist and his shortcomings: Distortions in the attribution process. In L. Berkowitz (Ed.), Advances in Experimental Social Psychology (Vol. 10, pp. 174-221). New York: Academic Press.

Sohn, T., Takayama, L., Eckles, D., & Ballagas, R. (2009). Auditory Priming for Upcoming Events. Forthcoming in CHI ’09 extended abstracts on Human factors in computing systems. Boston, Massachusetts, United States: ACM Press.

Sukumaran, A., Ophir, E., Eckles, D., & Nass, C. I. (2009). Variable Environments in Mobile Interaction Aid Creativity but Impair Learning and Self-disclosure. To be presented at the Association for Psychological Science Convention, San Francisco, California.

Sundar, S. S. (2004). Loyalty to computer terminals: is it anthropomorphism or consistency? Behaviour & Information Technology, 23(2), 107-118.

Motivations for tagging: organization and communication motives on Facebook

Increasing valuable annotation behaviors was a practical end of a good deal of work at Yahoo! Research Berkeley. ZoneTag is a mobile application and service that suggests tags when users choose to upload a photo (to Flickr) based on their past tags, the relevant tags of others, and events and places nearby. Through social influence and removing barriers, these suggestions influence users to expand and consistently use their tagging vocabulary (Ahern et al. 2006).

Context-aware suggestion techniques such as those used in ZoneTag can increase tagging, but what about users’ motivations for considering tagging in the first place? And how can these motivations for annotation be considered in designing services that involve annotation? In this post, I consider existing work on motivations for tagging, and I use tagging on Facebook as an example of how multiple motivations can combine to increase desired annotation behaviors.

Using photo-elicitation interviews with ZoneTag users who tag, Ames & Naaman (2007) present a two factor taxonomy of motivations for tagging. First, they categorize tagging motivations by function: is the motivating function of the tagging organizational or communicative? Organizational functions include supporting search, presenting photos by event, etc., while communicative functions include when tags provide information about the photos, their content, or are otherwise part of a communication (e.g., telling a joke). Second, they categorize tagging motivations by intended audience (or sociality): are the tags intended for my future self, people known to me (friends, family, coworkers, online contacts), or the general public?

Taxonomy of motivations for tagging from Ames & Naaman
Taxonomy of motivations for tagging from Ames & Naaman

On Flickr the function dimension generally maps onto the distinction between functionality that enables and is prior to arriving at the given photo or photos (organization) and functionality applicable once one is viewing a photo (communication). For example, I can find a photo (by me or someone else) by searching for a person’s name, and then use other tags applied to that photo to jog my memory of what event the photo was taken at.

Some Flickr users subscribe to RSS feeds for public photos tagged with their name, making for a communication function of tagging — particularly tagging of people in media — that is prior to “arriving” at a specific media object. These are generally techie power users, but this can matter for others. Some less techie participants in our studies reported noticing that their friends did this — so they became aware of tagging those friends’ names as a communicative act that would result in the friends finding the tagged photos.

This kind of function of tagging people is executed more generally — and for more than just techie power users — by Facebook. In tagging of photos, videos, and blog posts, tagging a person notifies them they have been tagged, and can add that they have been tagged to their friends’ News Feeds. This function has received a lot of attention from a privacy perspective (and it should). But I think it hints at the promise of making annotation behavior fulfill more of these functions simultaneously. When specifying content can also be used to specify recipients, annotation becomes an important trigger for communication.

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See some interesting comments (from Twitter) about tagging on Facebook:

(Also see Facebook’s growing use and testing of autotagging [1, 2].)

References

Ames, M., & Naaman, M. (2007). Why we tag: motivations for annotation in mobile and online media. In Proceedings of CHI 2007 (pp. 971-980). San Jose, California, USA: ACM.

Ahern, S., Davis, M., Eckles, D., King, S., Naaman, M., Nair, R., et al. (2006). Zonetag: Designing context-aware mobile media capture to increase participation. Pervasive Image Capture and Sharing: New Social Practices and Implications for Technology Workshop. In Adjunct Proc. Ubicomp 2006.

Source orientation and persuasion in multi-device and multi-context interactions

At the Social Media Workshop, Katarina Segerståhl presented her on-going work on what she has termed extended information services or distributed user experiences — human-computer interactions that span multiple and heterogeneous devices (Segerståhl & Oinas-Kukkonen 2007). As a central example, she studies a persuasive technology service for planning, logging, reviewing, and motivating exercise: these parts of the experience are distributed across the user’s PC, mobile phone, and heart rate monitor.

In one interesting observation, Segerståhl notes that the specific user interfaces on one device can be helpful mental images even when a different device is in use: participants reported picturing their workout plan as it appeared on their laptop and using it to guide their actions during their workout, during which the obvious, physically present interface with the service was the heart rate monitor, not the earlier planning visualization. Her second focus is how to make these user experiences coherent, with clear practical applications in usability and user experience design (e.g., how can designers make the interfaces both appropriately consistent and differentiated?).

In this post, I want to connect this very interesting and relevant work with some other research at the historical and theoretical center of persuasive technology: source orientation in human-computer interaction. First, I’ll relate source orientation to the history and intellectual context of persuasive technology. Then I’ll consider how multi-device and multi-context interactions complicate source orientation.

Source orientation, social responses, and persuasive technology

As an incoming Ph.D. student at Stanford University, B.J. Fogg already had the goal of improving generalizable knowledge about how interactive technologies can change attitudes and behaviors by design. His previous graduate studies in rhetoric and literary criticism had given him understanding of one family of academic approaches to persuasion. And in running a newspaper and consulting on many document design (Schriver 1997) projects, the challenges and opportunities of designing for persuasion were to him clearly both practical and intellectually exciting.

The ongoing research of Profs. Clifford Nass and Byron Reeves attracted Fogg to Stanford to investigate just this. Nass and Reeves were studying people’s mindless social responses to information and communication technologies. Cliff Nass’s research program — called Computers as (or are) Social Actors (CASA) — was obviously relevant: if people treat computers socially, this “opens the door for computers to apply […] social influence” to change attitudes and behaviors (Fogg 2002, p. 90). While clearly working within this program, Fogg focused on showing behavioral evidence of these responses (e.g., Fogg & Nass 1997): both because of the reliability of these measures and the standing of behavior change as a goal of practitioners.

Source orientation is central to the CASA research program — and the larger program Nass shared with Reeves. Underlying people’s mindless social responses to communication technologies is the fact that they often orient towards a proximal source rather than a distal one — even when under reflective consideration this does not make sense: people treat the box in front of them (a computer) as the source of information, rather than a (spatially and temporally) distant programmer or content creator. That is, their source orientation may not match the most relevant common cause of the the information. This means that features of the proximal source unduly influence e.g. the credibility of information presented or the effectiveness of attempts at behavior change.

For example, people will reciprocate with a particular computer if it is helpful, but not the same model running the same program right next to it (Fogg & Nass 1997, Moon 2000). Rather than orienting to the more distal program (or programmer), they orient to the box.1

Multiple devices, Internet services, and unstable context

These source orientation effects have been repeatedly demonstrated by controlled laboratory experiments (for reviews, see Nass & Moon 2000, Sundar & Nass 2000), but this research has largely focused on interactions that do not involve multiple devices, Internet services, or use in changing contexts. How is source orientation different in human-computer interactions that have these features?

This question is of increasing practical importance because these interactions now make up a large part of our interactions with computers. If we want to describe, predict, and design for how people use computers everyday — checking their Facebook feed on their laptop and mobile phone, installing Google Desktop Search and dialing into Google 411, or taking photos with their Nokia phone and uploading them to Nokia’s Ovi Share — then we should test, extend, and/or modify our understanding of source orientation. So this topic matters for major corporations and their closely guarded brands.

So why should we expect that multiple devices, Internet services, and changing contexts of use will matter so much for source orientation? After having explained the theory and evidence above, this may already be somewhat clear, so I offer some suggestive questions.

  1. If much of the experience (e.g. brand, visual style, on-screen agent) is consistent across these changes, how much will the effects of characteristics of the proximal source — the devices and contexts — be reduced?
  2. What happens when the proximal device could be mindfully treated as a source (e.g., it makes its own contribution to the interaction), but so does a distance source (e.g., a server)? This could be especially interesting with different branding combination between the two (e.g., the device and service are both from Apple, or the device is from HTC and service is from Google).
  3. What if the visual style or manifestation of the distal source varies substantially with the device used, perhaps taking on a style consistent with the device? This can already happen with SMS-based services, mobile Java applications, and voice agents that help you access distant media and services.

References

Eckles, D., Wightman, D., Carlson, C., Thamrongrattanarit, A., Bastea-Forte, M., Fogg, B.J. (2007). Self-Disclosure via Mobile Messaging: Influence Strategies and Social Responses to Communication Technologies. Adjunct Proc. Ubicomp 2007.
Fogg, B. J., & Nass, C. (1997). How users reciprocate to computers: an experiment that demonstrates behavior change . In Proceedings of CHI 1997 (pp. 331-332). Atlanta, Georgia : ACM Press.
Katagiri, Y., Takeuchi, Y., Nass, C., & Fogg, B. J. (2000). Reciprocity and its cultural dependency in human-computer interaction. In Affective Minds: Proceedings of the 13th Toyota Conference, Shizuoka, Japan, 1999 (pp. 209-214).
Moon, Y. (2000). Intimate Exchanges: Using Computers to Elicit Self-Disclosure from Consumers. Journal of Consumer Research, 26(4), 323-339.
Nass, C., and Moon, Y. (2000). Machines and Mindlessness: Social Responses to Computers. Journal of Social Issues, 56(1), 81-103.
Schriver, K. A. (1997). Dynamics in document design: creating text for readers. New York, NY, USA: John Wiley & Sons, Inc.
Segerståhl, K., & Oinas-Kukkonen, H. (2007). Distributed User Experience in Persuasive Technology Environments. Persuasive Technology 2007, Lecture Notes in Computer Science. (pp. 80-91). Springer.
Sundar, S. S., & Nass, C. (2000). Source Orientation in Human-Computer Interaction Programmer, Networker, or Independent Social Actor? Communication Research, 27(6).
  1. This actually is subject to a good deal of cross-cultural variation. Similar experiments with Japanese — rather than American — participants show reciprocity to groups of computers, rather than just individuals (Katagiri et al.) []

Producing, consuming, annotating (Social Mobile Media Workshop, Stanford University)

Today I’m attending the Social Mobile Media Workshop at Stanford University. It’s organized by researchers from Stanford’s HStar, Tampere University of Technology, and the Naval Postgraduate School. What follows is some still jagged thoughts that were prompted by the presentation this morning, rather than a straightforward account of the presentations.1

A big theme of the workshop this morning has been transitions among production and consumption — and the critical role of annotations and context-awareness in enabling many of the user experiences discussed. In many ways, this workshop took me back to thinking about mobile media sharing, which was at the center of a good deal of my previous work. At Yahoo! Research Berkeley we were informed by Marc Davis’s vision of enabling “the billions of daily media consumers to become daily media producers.” With ZoneTag we used context-awareness, sociality, and simplicity to influence people to create, annotate, and share photos from their mobile phones (Ahern et al. 2006, 2007).

Enabling and encouraging these behaviors (for all media types) remains a major goal for designers of participatory media; and this was explicit at several points throughout the workshop (e.g., in Teppo Raisanen’s broad presentation on persuasive technology). This morning there was discussion about the technical requirements for consuming, capturing, and sending media. Cases that traditionally seem to strictly structure and separate production and consumption may be (1) in need of revision and increased flexibility or (2) actually already involve production and consumption together through existing tools. Media production to be part of a two-way communication, it must be consumed, whether by peers or the traditional producers.

As an example of the first case, Sarah Lewis (Stanford) highlighted the importance of making distance learning experiences reciprocal, rather than enforcing an asymmetry in what media types can be shared by different participants. In a past distance learning situation focused on the African ecosystem, it was frustrating that video was only shared from the participants at Stanford to participants at African colleges — leaving the latter to respond only via text. A prototype system, Mobltz, she and her colleagues have built is designed to change this, supporting the creation of channels of media from multiple people (which also reminded me of Kyte.tv).

As an example of the second case, Timo Koskinenen (Nokia) presented a trial of mobile media capture tools for professional journalists. In this case the work flow of what is, in the end, a media production practice, involves also consumption in the form of review of one’s own materials and other journalists, as they edit, consider what new media to capture.

Throughout the sessions themselves and conversations with participants during breaks and lunch, having good annotations continued to come up as a requirement for many of the services discussed. While I think our ZoneTag work (and the free suggested tags Web service API it provides) made a good contribution in this area, as has a wide array of other work (e.g., von Ahn & Dabbish 2004, licensed in Google Image Labeler), there is still a lot of progress to make, especially in bringing this work to market and making it something that further services can build on.

References

Ahern, S., Davis, M., Eckles, D., King, S., Naaman, M., Nair, R., et al. (2006). ZoneTag: Designing Context-Aware Mobile Media Capture. In Adjunct Proc. Ubicomp (pp. 357-366).

Ahern, S., Eckles, D., Good, N. S., King, S., Naaman, M., & Nair, R. (2007). Over-exposed?: privacy patterns and considerations in online and mobile photo sharing. In Proc. CHI 2007 (pp. 357-366). ACM Press.

Ahn, L. V., & Dabbish, L. (2004). Labeling images with a computer game. In Proc. CHI 2004 (pp. 319-326).

  1. Blogging something at this level of roughness is still new for me… []

Using a Wizard of Oz technique in mobile service design: probing with realistic motivations

As I’ve blogged before, I spoke at the Texting 4 Health conference on the topic of research methods for mobile messaging. One method I covered was an interesting use of Wizard of Oz techniques for designing mobile services. I’ve since started getting some of this material in writing for the Texting 4 Health book. Here is a taste of that material, minus the health-specific focus and examples.
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Just like the famous Wizard of Oz, one can simulate something impressive with a just a humble person behind the curtain — and use this simulation to inform design decisions. When using a Wizard of Oz technique to study a prototype, a human “wizard” carries out functions that, in a deployed application or service, would be handled by a computer. This can allow evaluating a design without fully building what can be expensive back-end parts of the system (Kelley 1984). The technique is often used in recognition-based interfaces, but it also has traditional applications to identifying usability problems and carrying out experiments in which the interaction is systematically manipulated.

Wizard of Oz techniques are well suited to prototyping mobile services, especially those using mobile messaging (SMS, MMS, voice messaging). When participants send a request, a wizard reads or listens to it and chooses the appropriate response, or just creates it on-the-fly. Since all user actions in mobile messaging are discrete messages and (depending on the application) the user can often tolerate a short delay, a few part-time wizards, such as you and a colleague, can manage a short field trial. As you’ll see, this can be used for purposes beyond many traditional uses of a Wizard of Oz.

Probing photo consumption needs with realistic motivations
One use for this technique in designing a mobile messaging service is a bit like a diary study. In designing an online and mobile photography service, we wanted to better understand what photos people wanted to view and what prompted these desires.1 Instead of just making diary entries, participants actually made voice requests to the system for photos – and received a mobile message with photos fitting the request in return. We didn’t need to first build a robust system that could do this; a few of us served as wizards, listening to the request, doing a couple manual searches, and choosing which photos to return on demand. Though this can be done with a normal voice call, we used a mobile client application that also recorded contextual information not available via a normal voice call (e.g. location), so that participants could make context-aware requests as they saw fit (e.g. “I want too see photos of this park”)

In this case, we didn’t plan to (specifically) create a voice-based photo search system; instead, like a diary study, this technique served as a probe to understand what we should build. As a probe it provided realistic motivations for submitting requests, as the request would actually be fulfilled. This design research, in additional to other interviews and a usability study, informed our creation of Zurfer, a mobile application that supports exploring and conversing around personalized, location-aware channels of photos.
It is great if the Wizard of Oz prototype is quite similar to what you later build, but it can yield valuable insights even if not. Sometimes it is precisely these insights that can lead you to substantially change your design.

This study design can apply in designing many mobile services. As in our photos study, participants can be interviewed about the trigger for the requests (why did they want that media or information) and how satisfied they were with the (human-created) responses.2

Kelley, J.F. (1984). An iterative design methodology for user-friendly natural language office information applications. In ACM Trans. Inf. Syst., vol. 2, pp. 26-41.

  1. This study was designed and executed at Yahoo! Research Berkeley by Shane Ahern, Nathan Good, Simon King, Mor Naaman, Rahul Nair, and myself. []
  2. Participants were informed that their requests would be seen by our research staff. Anonymization and strict limits of who the wizards are is necessary to protect participants’ privacy. Even if participants are not informed that a wizard is creating the responses until they are debriefed after the experiment, participants can nonetheless be notified that their responses are being reviewed by the research team. []
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