Post Break Synthesizing

This week was a sharp disruption from our spring break. All our deadlines are coming, but the most important one so far is the first draft of our research book. Which means an entire two + weeks of synthesizing and affinity diagramming. We decided to meet everyday this week aside from Monday. Our meetings have been split between affinity diagramming, consolidating as many sequence and flow models as possible. So far we have only been able to consolidate flows and sequences for Lab Scientists and Machine Shops. We were also able to assign who was in charge of writing specific chapters in for the book. Although we have not finished affinity diagramming, we are making progress. As of now, three trends we are seeing in our affinities are: users spending more time than necessary searching for tools/equipment, communal areas being labeled very carefully, and a rather high distrust in technology during high stake procedures. The first and last trends support our insights after traveling to two NASA bases, while the labeling of communal areas was unexpected but not surprising.

Sequence

Laying out all the necessary sequences for consolidation

Laying out all the necessary sequences for consolidation

Hard at work!

Sequence Stickies!

Sequence Consolidation

One of our consolidated sequences

Flow

All our Lab tech flow models!

All our Lab scientist flow models!

Mid-way through consolidating the machine shop flows

Mid-way through consolidating the lab scientist flows

Flow Consolidation

Finishing up the machine shop flow models consolidation

Flow Consolidation Finishing up the lab scientist flow models consolidation

Affinity

Affinity Board!

2014-03-20 21.17.11

2014-03-20 21.16.52

2014-03-20 21.17.00

Observations, observations, observations!

Last week marked our biggest research effort to date, with Lisa, Maggie and Kirsten travelling to the Bay Area to visit Specialized Bikes and Ames, and Adam and Derin venturing out to White Sands. Here’s a breakdown of our observations:

  • Specialized Bikes: 2 test labs, 1 machine shop

  • Ames: 2 Arc Jet test labs

  • White Sands: 3 machine shop, 2 test labs

We also interviewed a Stanford anesthesiologist and had several impromptu interviews at Ames and White Sands. Our research reinforced earlier findings about individuals’ use of memory aids during procedure execution, the variability in individuals’ tool tracking techniques, and the use of “assembly line” processes. We also observed the challenges of collaborating over large distances, saw the inefficiencies created by dependent workflows, and discovered instances in which incorporating technology into one’s work is challenging or impractical. When we return from spring break on 3/17, we’ll continue consolidating our findings (so far we’ve consolidated the lab scientist domain).

Our trip began with observations at Specialized Bikes. We watched two technicians perform different tests – one to ensure that the handlebars on a road bike could bear load at different angles, and the other to verify that a road bike’s frame was stiff enough. We also saw a machinist cutting a metal bike part using a lathe. One interesting finding was the techniques a technician used to track and organize his tools. In addition to placing his tools inside labeled or unlabeled drawers near his workstation (like many individuals in other domains did), he marked them with a thick blue stripe to signify that they belonged to him. “That way, others will know to return these tools to my workstation.” We also saw the same technician use memory aids such as marking handlebars with the letter, E, to remind himself which test to perform. Finally, we observed a technician run the same test on multiple frames before moving on, instead of performing all the tests on one frame. It would be interesting to know how individuals who employ “assembly line” techniques on the job group which task(s) to perform in each round.

Specialized

(Specialized Bikes in Morgan Hill, CA)

We also observed two Arc Jet mechanics at Ames pumping water through tubes to test for leaks, to prepare for running a future test. One interesting observation was the challenge of collaborating over large distances, which is a problem that astronauts face on the ISS. The Arc Jet mechanics worked together but had trouble hearing each other since they were each located at different parts of the lab. Thus, they coordinated their actions by yelling across the tubes, which increases the likelihood of mishearing one another and making mistakes. Moreover, we saw the inefficiencies created by dependent workflows. For example, the Arc Jet operator had to leave the control room and individually ask each mechanic if everything was ok before proceeding. Finally, we witnessed NASA’s “safety first” culture firsthand, which was evidenced by the operator’s claims (personal and facility safety are her top priorities, and she always has a backup plan) and what we saw: emergency stop buttons all over the control room, a control screen in the control room that’s mirrored into the Arc Jet room–giving workers more control and information, and the practice of operating in only one control room per day to avoid mixing them up.

At White Sands, we observed 1 machine shop and 2 test labs and saw similar issues encountered at Ames. Again, we witnessed the inefficiencies created by dependent workflows. For example, a lab technician at the hypervelocity chamber relied on a coworker to verify that he was done using a box so he could put the lid on but could not reach his coworker through multiple attempts (calling on phone, paging, calling on intercom). Eventually the coworker walked by, oblivious that the lab technician had been trying to reach him. We also observed the challenges of collaborating over large distances. For instance, a machinist who was making a part (sabow–sp?) for the hypervelocity chamber had to drive to the hypervelocity chamber to verify that the component fit.

A few of our White Sands observations did not manifest at Ames, however. For example, one of the White Sands machinists worked with tiny materials that he stored in bottles because of their size. Moreover, we saw different techniques for tagging materials. For instance, at the machine shop/calibration lab, almost everything was stamped or tagged, while nothing was tagged at the hypervelocity chamber. These observations showed us how techniques for storing and tagging materials can vary based on their size and type, and likely other factors such as weight, value, etc.

Part storage2

Finally, we interviewed an anesthesiologist about his tool tracking techniques and procedure execution process. One interesting finding was the difficulty of using technology to verify that he had given a patient the correct drug(s) and dosage(s). The anesthesiologists current methods include manually verifying which drug(s) he administers and monitoring a patient’s vitals on a computer screen. Technological verification methods, such as a system that can detect whether the correct drug and dosage was administered, don’t exist because they’re not scalable. Patients require different drug(s) and dosage(s) based on individual traits such as body weight, age, drug use, etc, and accounting for this myriad of possibilities is nearly impossible. Another key finding revealed that using technology to solve a problem is not always appropriate. For example, anesthesiologists currently reference a crisis management book, the Emergency Manual, during procedures if something goes awry. While delivering the information in traditional book format may seem outdated, technological solutions such as audio dictation don’t work in a noisy environment, nor do tablets/other touchscreen devices if the anesthesiologist is wearing gloves or carrying tools. This reinforces the need to consider the individual’s work context when designing solutions to a problem.

Emergency Manual

(Emergency Manual, created at Stanford)

Stay tuned for more info when we return from spring break!

Biologists and Chemists and Nurses, Oh My!

This week was packed with observation and interpretations. We primarily observed  lab scientists, 3 biologists and 2 chemists. Derin also went to a hospital and observed a nurse working in the ER. These observations had many of the characteristics we have been seeking to observe, but yet to see. We were able to watch collaborative work, the the use of documented procedures, and the use of an inventory control system. We are still working on finishing up interpretations, so we haven’t examined all the data yet. But we found some very interesting behaviors, and patterns are beginning to appear.

The week started off in a chemistry lab. Here we were able to observe a chemist who used a digital lab notebook and a chemical inventory system. The chemical inventory system was interesting because it showed similar usage problems to what NASA is experiencing. The inventory allowed the scientists to keep track of chemical quantities and locations, but as our participant stated, “Theoretically we could update it every time, but no one does because it’s a pain in the ass.” If everyone updated the system, finding materials would be much easier, however no one does.

Chemical Inventory System

Chemical Inventory System

In his digital notebook he recorded all his previous experiments and documented current and future ones. His work involved collecting data (in the form of PDFs) from many different pieces of equipment, which he would need to record in his lab notebook. However, these pieces of equipment were not linked to the notebook software, so he had a very inefficient method of carrying around a flash drive containing all his data which he “tried not to lose”.

We saw others using documented procedures as well. They took many forms, from the digital lab notebook, to hand written procedures, to scrap paper found on a table. One common thread throughout the process was participants not having the documents with them while running procedures. As one user put it, “I don’t carry my lab notebook with me, I find that to be a little in the way of what I am doing.” It wasn’t that the documents weren’t being used, but they were primarily used before and after procedures. The only time they were used during procedures was for a quick reference of a number that the scientist didn’t remember. We saw two main usage patterns for procedure documents. One, the participants would review and document their procedures at the beginning of the day, run experiments, and update the results at the end of the day. The second method was to run experiments, remember everything that had been done, and document procedures and results at the end of the day. The second case was common when the procedures were very routine, or only had small deviations from the norm.

Finally, a very interesting observation was the association of data/information with equipment/materials. We often saw these scientists figuring out ways to connect a piece of information with a material that wasn’t designed to hold that information. For example, in one lab, the scientists would hang name tags on equipment that they were using. This would let other lab mates know the equipment was in use even if the current user wasn’t there.

Name tag hanging on still

Name tag hanging on still

We saw this behavior in other labs too. For example, two biologists were sharing test tubes, and they would write the date, concentration, and material on the test tube with sharpie. This would allow the biologist who was using it next to have all the necessary information to continue with the experiment.

We are going to finish up the week with an interpretation of Derin’s visit to the ER, which from what he has told us so far was quite an experience. We are also extremely excited to head out to NASA next week.

Meeting Magnetron, the supreme leader of the Decepticons

Contextual inquiry update:

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We started the week by conducting two observations in science labs at the University of Pittsburgh — one with a Chemistry post-doc, and another with a Biology PhD student. We predicted that science labs would be similar to NASA in that scientists would perform experiments based on procedures. The Biology student did document his procedure and referenced that piece of paper throughout an experiment, but the post-doc did not refer to any documentation. Also, the Biology student was multi-tasking throughout the period of the observation and did not have very many breakdowns, while the post-doc was focused on just a couple of tasks and had multiple breakdowns around the expectations of the equipment state. Also of note is that different people work very differently, which is reflected in the organization of their workspaces. In both cases, the scientists worked independently but would interact with others for quick information exchange.

2014-02-11 10.05.27

We also conducted an observation at a machine shop that specializes in the production of magnetrons. This shop uses an ERP system to keep track of customer orders, and uses physical bins to organize the materials and procedures that are associated with each order. In the manual assembly room of the shop, five workers were each putting together four identical magnetrons at the same time. In the machine shop, similar to the observation last week, the machinist seemed to distrust the computer settings and used multiple levels of manual verification to make sure that the machine was on the right setting.

Tomorrow, we will be conducting our first observation in the medical domain at WISER, a medical training facility for doctors.

Literature review part 2

Based on discussions with our faculty advisor and from the feedback that we received from our NASA clients, we conducted some more literature reviews.

  • Instruction documentation: In a study about the effectiveness of four different types of instruction manuals for a word processor, researchers showed that participants learned the best from the Inferential version, which makes users infer key information. Participants who read the Inferential manual spent significantly less time reading it than the Rehearsal and Lengthy versions, and generally outperformed those who learned from the other manual types on three tasks (a simple learning task, a command sequence task, and a realistic task).
  • We performed a review of the technologies behind how non-digital objects are connected to the digital world. The technologies we looked at were infrared, ultrasonic, wifi, bluetooth, and RFID. There have been many academic solutions utilizing these technologies, and they gave us a better understanding of how they work and might apply to the NASA context.

Competitive Analysis Draft

We have researched the competitive landscape, pinpointed some characteristics,  and created a draft competitive analysis of those products. We examined consumer products and products from the medical and manufacturing industries that use a wide range of technologies. Based on the competitive analysis, we came up with a few insights:

  • Combining technologies allows for greater accuracy and flexibility.
  • Asset management allows for utilization planning and optimization.
  • Gathering data on tool usage and trends makes it possible to improve efficiency, such as automatic scheduling of preventative maintenance.

CompetitiveAnalysis-01

2/7 – Lit Review, Competitive Analysis Beginnings, Observations

Literature Review

This week, we did our biggest push on literature review. We are still finding various articles that add further value and insights, but we read and garnered information from over 15 articles.

The topics we choose, and some interesting takeaways. (This is not all of our literature review research for each topic, just a short overview. We’ll send that the whole thing to you soon!)

  • Attention and Interruptability:
    • According to researchers, there are peripheral and primary tasks. When peripheral tasks interrupt the completion of primary tasks, the time it takes to complete can be up to 27% more, and errors are more frequent. The study also found that the peripheral tasks were completed 15% faster when it was interrupting a primary task, perhaps since the user had extra motivation to get back to the original task.
    • Bailey and Konstan, On the need for attention-aware systems: Measuring effects of interruption on task performance, error rate, and affective rate, 2006.
  • Mental mapping of spaces:
    • Primacy principle – things at the front of a list are learned best
    • Recency principle – things at the end are learned second best
    • In the supermarket, participants were much more capable of finding products near the edge of the store, and poor at finding products located in the center.
    • Mental Mapping of Two Supermarkets
    • Robert Sommer and Susan Aitkens
    • Journal of Consumer Research , Vol. 9, No. 2 (Sep., 1982) , pp. 211-215
    • Published by: The University of Chicago Press
    • Article Stable URL: http://www.jstor.org/stable/2489131
  • Organizational theories
    • Understanding a partner’s intentions requires you to recognize your partner’s immediate and final goals [1]. However, the latter may be difficult if you can only see the initial fragment of a partner’s action sequence [1]. Another prerequisite for effective collaboration is the ability to detect whether actions you or your partner perform deviate from what you would expect based on inferred intentions, and how to repair any errors.
    • Bicho, et al, 2012
  • Contingency plan
    • There are three key characteristics that all contingency plans should have: time, continuous outcomes, and problem size 1. Continuous outcomes are variables like time and energy: there is not ending. Problem size is generally the number of tasks at hand. With situations like a NASA rover, the problem size is rather high because the rover has a large number of specific tasks to do everyday. Because of these characteristics, however, it is difficult to implement a contingency plan for a dynamic system.
    • Richard Dearden, Nicolas Meuleau, Sailesh Ramakrishnan, David E. Smith & Rich Washington. Incremental Contingency Planning. 2
  • Collaboration
    • In order to collaborate effectively with a partner, you must understand your partner’s intentions and properly interpret his actions. Understanding a partner’s intentions requires you to recognize your partner’s immediate and final goals [1]. However, the latter may be difficult if you can only see the initial fragment of a partner’s action sequence [1]. Another prerequisite for effective collaboration is the ability to detect whether actions you or your partner perform deviate from what you would expect based on inferred intentions, and how to repair any errors.
    • Bicho, et al. “The Power of Prediction: Robots that Read Intentions”. 2012
  • Location awareness/orientation:
    • There are two hypotheses for the frame of reference people use when determining object location: egocentric (location of significant objects encoded relative to oneself) and allocentric (locations of significant objects encoded relative to each other). The results suggested an allocentric view — when participants pointed, they kept the objects in the same general area (even if that area was wrong), but relative to each other. [1]
    • Sargent, Jesse, et al. “Spatial Memory During Progressive Disorientation.” Journal Of Experimental Psychology: Learning, Memory, And Cognition 34.3 (2008): 602-615. PsycINFO. Web. 30 Jan. 2014.

Competitive analysis

Competitive analysis products/services/etc

  • IPV: compare to current product
  • Tile: http://www.thetileapp.com/ a small piece (a tile) that hooks onto a keyring or case. Used for finding personal objects–marketed for keys or your purse, etc. Uses Bluetooth radio connection to Tile Apps. Apps on anyones phone “discovers” the tile when it’s within range (max 100 ft) and then can be used to update location information.
  • Teletracking: tool and asset management for the medical environment
  • Dog chips: (Home Again): Vet injects a microchip, works with a low radio frequency to transmit identification codes to a scanner.
  • Ford tool tracking: in trucks, Ford has been implementing a system that helps  users track all the tools within the car. Includes tagging, knows whether tool is inside or outside truck.
  • Home automation: sensors, things like nest, etc.
  • Toolbox: traditional as they come.
  • Toolbelt: the portable version of the toolbox.
  • ToolHound: http://www.toolhound.com/ tool, location, and employee database. Barcodes and RFID.
  • CribMaster: http://www.cribmaster.com/ RFID based tool storage, inventory control software
  • CAO Gadget (Wireless sensor tag): http://www.caogadgets.com/

Competitive analysis comparisons

  • sensors
  • tracking “things”
  • location awareness
  • tools
  • portability
  • collaboration
  • automation
  • cost
  • usability
  • digital vs analog

Observation Progress

Thus far, we have completed one observation and interpretation of a machine shop worker. He was very chatty and comfortable, and invited us to come back any time if we needed more. Some main insights were about his use of tools – a lot of back and forth between various different tool boxes – and how he worked when he gets interrupted. It was a good first observation.

We have four more scheduled for next week: a bigger machine shop and two lab techs on Tuesday, and a nurse on Thursday or Friday.

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NASA Blastoff

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Project Schedule

First official post of the 2014 NASA MHCI Team: Helios! There are 5 members: Adam Menz, Kirsten Yee, Aderinsola Akintilo, Maggie Bignell, & Lisa Ding. Before our kickoff meeting with our client, we brainstormed our team name (which took forever), came up with a rough project timeline, and tried to scope out the project with the information we had. A couple of days later, we were finally able to meet our client, Matthew Sharpe, during our kickoff (aka blastoff) meeting. After formalities, and presentations on both sides, things got amazingly productive. Firstly, Matt was able to clear up any misconceptions we had about the project, as well as answer all our questions. Matt stepped us through the main problem astronauts and engineers face including procedures and the maintenance of tools.

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Contingency is one of many important characteristics

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The Ideal Process

 

 

 

 

 

 

 

We learnt that not only are procedures paper based, but there are specific steps that occur in succession and have to be signed by the engineer and a present QA engineer. Afterwards we discussed analogous domains that we could perform contextual inquiries on. After naming a few, we decided to plot out the characteristics that each domain had in common with astronauts and engineers at NASA. Matt then mapped out ideas about how our solution could affect NASA employees and showed us a new way to affinity. The takeaway from Matt’s diagram was smart procedures: based on the context, our solution could possibly tell an astronaut where his tools are located, which tools are necessary or can be replaced if malfunctioning, and redirect an astronaut if he skips a step or if there’s a more efficient way to do said step.Matt then taught us how to do an affinity brainstorm…with questions! This was exceptionally useful because it gave us a better look at the characteristics in each domain we should focus on, and it gave us useful (general and specific) questions to use in our contextual inquiries.

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Affinity Questions!

This week (01/27/14), we decided on the five main domains we would conduct our contextual inquiries: surgeons, grocery store / shipping, lab techs, super computing, and manufacturing. In addition, we narrowed the topics we would like to perform background research on: mental mapping of spaces, contingency planning, attention & interruptibility, equipment organization, collaboration, and location awareness / orientation.  While selecting our domains, we did a quick mini competitive analysis which turned out to be very useful. We are also in the process of reconstructing our hunt statement.

Informal Competitive Analysis

Informal Competitive Analysis