Experiment Design - 5.4.2 | Module 5: Empirical Research Methods in HCI | Human Computer Interaction (HCI) Micro Specialization
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Interactive Audio Lesson

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Participants and Recruitment

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0:00
Teacher
Teacher

Today, we are discussing the participant aspect of experiment design, specifically recruitment. Why is it essential to recruit the right participants for an experiment?

Student 1
Student 1

I think it's important because we want our results to be relevant to the actual users of the system.

Teacher
Teacher

Exactly! Targeting the right demographic adds validity to the findings. What ethical considerations should we keep in mind during recruitment?

Student 2
Student 2

Informed consent and ensuring privacy are paramount.

Teacher
Teacher

Spot on! Always remember the acronym 'IPE': Informed consent, Privacy, and Ethics. What about the number of participants needed?

Student 3
Student 3

I think it varies, right? Like, we need fewer for pilot studies than for formal experiments?

Teacher
Teacher

Exactly! Pilot studies often need around 5-8 participants, while controlled studies require 12-25 depending on statistical power analysis. Well done! Let's move on to the next session.

Experimental Conditions

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Teacher
Teacher

Now, let's explore experimental conditions. What can you tell me about within-subject versus between-subject designs?

Student 4
Student 4

In a within-subject design, the same group experiences all conditions, which helps control individual differences.

Teacher
Teacher

Correct! And what are some potential drawbacks of this method?

Student 1
Student 1

Carryover effects can bias the results if participants get better or fatigued from repetition.

Teacher
Teacher

Great point! Can anyone explain when a between-subject design might be preferred?

Student 2
Student 2

When we want to eliminate carryover effects completely and have more diverse participant responses.

Teacher
Teacher

Exactly! Just remember: 'One Condition per Group' for between-subjects. Excellent work today, everyone!

Designing Tasks and Procedures

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Teacher
Teacher

Now, let’s focus on tasks and procedures. Why do we need to ensure tasks are representative and clearly defined?

Student 3
Student 3

If tasks are not representative, we might not get accurate data on how real users will interact with the interface.

Teacher
Teacher

Right! And what about how we should instruct participants?

Student 4
Student 4

Instructions should be crystal clear to avoid confusion during the tasks.

Teacher
Teacher

Exactly! Lastly, who can summarize what a good experimental procedure includes?

Student 1
Student 1

It starts from welcoming the participant, informed consent, procedures for tasks, and finally debriefing?

Teacher
Teacher

Fantastic recap! You all are grasping these concepts well. Keep it up!

Introduction & Overview

Read a summary of the section's main ideas. Choose from Basic, Medium, or Detailed.

Quick Overview

This section outlines the fundamental aspects of designing experiments in Human-Computer Interaction (HCI), including variable identification, participant recruitment, and different experimental designs.

Standard

The section elaborates on the essential components involved in designing empirical research studies in HCI. It explores topics such as identifying and classifying variables, recruiting participants, creating experimental conditions, and selecting appropriate experimental designs to ensure valid and generalizable results.

Detailed

Experiment Design

The Experiment Design section serves as a crucial component of empirical research in Human-Computer Interaction (HCI). Effective experiment design is vital for reducing bias and ensuring that findings are valid and reliable. Here are the key aspects covered:

Participants

  1. Recruitment: Identifying how participants will be sourced, with an emphasis on ethical considerations such as informed consent and privacy.
  2. Demographics and Screening: Defining the target user group and using screening questions to select participants who meet specific criteria.
  3. Number of Participants: Understanding how to determine sample sizes for both pilot studies and controlled empirical studies through statistical power analysis.

Experimental Conditions

  1. Within-Subject Design: All participants experience all conditions, which minimizes variability due to individual differences but might introduce carryover effects. Mitigation techniques like counterbalancing are crucial here.
  2. Between-Subject Design: Different groups experience different conditions, which avoids carryover effects but typically requires more participants.
  3. Mixed-Subject Design: Combines both designs to maximize the strengths of each approach.

Tasks

Tasks need to be clearly defined, specific, measurable, and representative of real-world scenarios, ensuring that data collected provides meaningful insights.

Procedure

A detailed, step-by-step plan ensures consistency and replicability during the experiment, from participant arrival to debriefing. This includes administering pre- and post-test questionnaires and data collection methods.

In summary, this section highlights how proper experiment design in HCI research is critical for generating valid, reliable, and generalizable results that contribute to enhancing the overall user experience.

Audio Book

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Participants (Subjects)

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Participants (Subjects):

  • Recruitment: How will participants be found and invited to the study? This could involve university participant pools, online recruitment platforms, public advertisements, or snowball sampling. Ethical considerations, such as informed consent and privacy, are paramount.
  • Demographics and Screening: It's crucial to define the target user group for the system being evaluated. Screening questions are often used to ensure participants meet specific criteria (e.g., "Are you a frequent smartphone user?", "Do you have experience with online shopping?"). This ensures the sample is representative of the intended user population, enhancing external validity.
  • Number of Participants: The number of participants required depends on several factors:
  • Pilot Studies: These are small, informal, and unstructured preliminary studies conducted to test the experimental procedure, identify potential problems, refine tasks, and estimate task completion times. For a pilot study, a small number of participants (e.g., 5 to 8) is often sufficient to uncover major usability issues and procedural flaws. The goal is not statistical significance but rather to refine the methodology.
  • Controlled Empirical Studies (Formal Experiments): For a rigorous, statistically significant experiment, the number of participants needs to be determined based on statistical power analysis. This calculation considers the desired effect size (the magnitude of the difference one expects to detect), the desired level of statistical significance (Ξ±), and the statistical power (Ξ², the probability of correctly rejecting a false null hypothesis). As a general guideline, many HCI studies aiming for statistical significance often require between 12 to 25 participants per condition in a between-subjects design, or 12 to 25 participants total in a within-subjects design, to detect medium-sized effects. Larger effects require fewer participants, while smaller effects require more.

Detailed Explanation

This chunk outlines the important considerations regarding participants in an experiment. It discusses how participants should be recruited ethically, ensuring they provide informed consent. Furthermore, it emphasizes the importance of defining the target user group through screening to confirm they meet specific criteria relevant to the research. Lastly, the chunk explains how the number of participants needed for a study is influenced by factors such as whether it is a pilot study or a formal experiment, and the necessary calculations for statistical power to ensure valid results.

Examples & Analogies

Imagine planning a cooking class where the recipe is meant for individuals with moderate cooking skills. You wouldn't want to invite professional chefs, as they would not represent the target demographic for the class. Similarly, in research, it's essential to recruit participants that accurately reflect the user population for whom the system is designed.

Experimental Conditions

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Experimental Conditions:

These refer to the different levels or variations of the independent variable that participants will experience.
- Within-Subject Design (Repeated Measures Design): In this design, each participant experiences all experimental conditions. For example, the same group of users might try both Layout A and Layout B.
- Advantages: Reduces variability due to individual differences (each participant serves as their own control), requiring fewer total participants.
- Disadvantages: Prone to "carryover effects" or "order effects."
1. Practice effects: Participants improve over time due to repeated exposure to tasks or interfaces (they learn).
2. Fatigue effects: Participants become tired, bored, or less motivated over time, leading to performance decrement.
3. Interference effects: Experience with one condition affects performance in a subsequent condition.
- Mitigation: Counterbalancing is crucial. This involves presenting the conditions in different orders to different participants (e.g., half get A then B, half get B then A) to distribute carryover effects evenly across conditions, allowing them to be statistically accounted for or minimized.
- Between-Subject Design (Independent Measures Design): In this design, different groups of participants are assigned to different experimental conditions, with each participant experiencing only one condition. For example, one group uses Layout A, and a separate group uses Layout B.
- Advantages: No carryover effects between conditions, simpler to administer in some cases.
- Disadvantages: Requires more participants overall to achieve the same statistical power as a within-subject design. Susceptible to individual differences between groups (unless participants are randomly assigned to groups, which helps distribute individual differences evenly).
- Mixed-Subject Design: Combines elements of both within-subject and between-subject designs. For example, some independent variables might be manipulated within-subjects, while others are manipulated between-subjects.

Detailed Explanation

This chunk explains the different experimental conditions that define how an experiment is structured. It introduces the within-subject design where the same participants experience all conditions, which helps control for individual differences but may introduce carryover effects. It explains potential advantages and disadvantages, and how counterbalancing can minimize these effects. The chunk also discusses the between-subject design, where different groups experience different conditions, which avoids carryover but requires more participants and addresses variability between groups. Lastly, the mixed-subject design combines both strategies, offering flexibility in experimental design.

Examples & Analogies

Consider a taste test where you want to assess two types of pizza saucesβ€”A and B. In a within-subject design, each participant tries both sauces one after the other. However, if many participants are known to prefer one sauce more than the other, their previous experience could influence their judgment on the second sauce. In a between-subject design, one group of participants tries sauce A only, while another group tries sauce B, minimizing carryover effects.

Tasks

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Tasks:

The activities participants perform during the study. Tasks should be:
- Representative: Reflect real-world scenarios and typical user goals.
- Clearly Defined: Provide unambiguous instructions on what to do.
- Specific: Avoid vague goals; instead, specify precise actions.
- Measurable: Allow for objective data collection related to dependent variables.

Detailed Explanation

This chunk focuses on the tasks participants engage in within the experiment. It highlights that tasks must closely mimic real-life scenarios to ensure the findings are applicable. Additionally, tasks should have clear instructions to avoid participant confusion and should be specific to provide precise outcomes that can be measured effectively. This ensures that the data collected will be relevant and meaningful for evaluating the research question.

Examples & Analogies

Think of a driver’s test where instead of just asking candidates to β€˜drive,’ the test specifies actions like β€˜make a right turn at the next intersection’ or β€˜parallel park alongside the curb.’ Clear and specific instructions lead to a better assessment of driving skills, just as narrowly defined tasks improve the accuracy of research outcomes.

Procedure

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Procedure:

A meticulously detailed, step-by-step plan for conducting the experiment. It ensures consistency and replicability. The procedure includes:
- Participant arrival and welcome.
- Informed consent process.
- Pre-test questionnaires (demographics, prior experience).
- Instructions for tasks and system use.
- Administration of experimental conditions (including counterbalancing if applicable).
- Data collection methods (e.g., logging software, video recording, observation notes).
- Post-test questionnaires (satisfaction, subjective feedback).
- Debriefing (explaining the study's purpose, answering questions).

Detailed Explanation

This chunk describes the procedural framework that researchers must follow to ensure that an experiment is conducted systematically. A well-documented procedure facilitates consistency, allowing for the experiment to be reproduced in the future, which is vital for validating results. Each step, from welcoming participants to collecting data and debriefing them, is crucial to maintaining ethical standards and ensuring the integrity of the research process.

Examples & Analogies

Conducting a cooking class involves a set procedure just as much as an experiment does. You’d start by welcoming participants, explaining the dishes they'll make (informed consent), ensuring everyone has the right ingredients (pre-test questionnaire), and then taking them through each step of the recipe to ensure they all follow the same process. This consistency allows for everyone to learn effectively, just as a structured experiment allows for valid results.

Definitions & Key Concepts

Learn essential terms and foundational ideas that form the basis of the topic.

Key Concepts

  • Experiment Design: The planning of a research study to minimize bias and maximize validity.

  • Participants Recruitment: The process of selecting appropriate participants for a study.

  • Experimental Conditions: The different variations of the independent variable tested in an experiment.

Examples & Real-Life Applications

See how the concepts apply in real-world scenarios to understand their practical implications.

Examples

  • Using a within-subject design to minimize individual differences by letting the same participants experience different interface layouts.

  • Recruiting participants using a snowball sampling technique by asking current participants to refer others who fit the study criteria.

Memory Aids

Use mnemonics, acronyms, or visual cues to help remember key information more easily.

🎡 Rhymes Time

  • To keep variables constant, don't be a fool; keep control, it's the experiment rule!

πŸ“– Fascinating Stories

  • Imagine a chef (the researcher) cooking two dishes (conditions) at once using the same ingredients (control variables) to see which one tastes better. This way, only the cooking method varies (independent variable), and the taste test (dependent variable) is fair.

🧠 Other Memory Gems

  • Remember the acronym 'CIR': Condition, IV, and Response for experiment design.

🎯 Super Acronyms

RACE

  • Recruitment
  • Assign Conditions
  • Control Variables
  • Evaluate Results for your study!

Flash Cards

Review key concepts with flashcards.

Glossary of Terms

Review the Definitions for terms.

  • Term: Independent Variable (IV)

    Definition:

    The factor manipulated in an experiment to observe its effect.

  • Term: Dependent Variable (DV)

    Definition:

    The outcome measured to see the effect of the independent variable.

  • Term: Control Variables (CVs)

    Definition:

    Factors kept constant in an experiment to prevent them from influencing the outcome.

  • Term: BetweenSubject Design

    Definition:

    An experimental design where different participants are assigned to each condition.

  • Term: WithinSubject Design

    Definition:

    An experimental design where the same participants experience all conditions.