Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule...

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Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina Vincent!

Transcript of Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule...

Page 1: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Diagrams and Text in Instruction: Comprehension of the Assembly Process

Julie HeiserMarie-Paule Daniel GinetBarbara Tversky

Special thanks to Christina Vincent!

Page 2: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Why assembly?

- A process that requires a match between visual and verbal internal representations and the external counterpart.

- Requires action- structure into function.

- A common task for all ages…also a common problem.

Page 3: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Assembling a BBQ

Page 4: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

BBQ assembly broken into steps

Page 5: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Why assembly?

- A process that requires a match between visual and verbal internal representations and the external counterpart.- Requires action- structure into function.- A common task

Why furniture?

- Has both structure and function- Requires nearly perfect action on mental representations, perhaps driven by instructions. - A common experience, becoming more common with assemble-your- own everything. - Nearly universal.- Also a common problem (sample of responses).

Page 6: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

A simple 2 drawer dresser…

Page 7: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Assembly instruction project outline:

Experiment 1:

Collection of instruction protocols

Experiment 2:

Compilation of individual protocols into a ‘mega-description’

Experiment 3:

Quality rating of instruction protocols

Experiment 4:

Efficiency and effectiveness evaluation of representative instructions

Page 8: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Experiment 1 - 42 undergraduate Introductory Psychology students - Between subjects, 21 S’s in 2 conditions

1) Experience questionnaire2) Spatial Ability tasks

- Mental rotation test- Money navigation test

3) Assemble TV stand (w/only picture of completed stand)4) Write instructions for assembly

- unconstrained- constrained

Page 9: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Spatial ability: Mental Rotation Test (Vandenburg & Kuse, 1978)

Page 10: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Spatial ability: Money Task (Money & Kuse, 1966)

Page 11: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Experiment 1- method - 42 undergraduate Introductory Psychology students - Between subjects, 21 S’s in 2 conditions

1) Experience questionnaire2) Spatial Ability tasks

- Mental rotation test- Money navigation test

3) Assemble TV stand (w/only picture of completed stand)4) Write instructions for assembly

- unconstrained- constrained

Page 12: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Given parts and a picture of the completed stand…... ….….Assemble

Page 13: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Experiment 1- method - 42 undergraduate Introductory Psychology students - Between subjects, 21 S’s in 2 conditions

1) Experience questionnaire2) Spatial Ability tasks

- Mental rotation test- Money navigation test

3) Assemble TV stand (w/only picture of completed stand)4) Write instructions for assembly

- unconstrained (2 pages)- constrained (1/2 pg- minimal amount of information)

Page 14: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Constrained Unconstrained

TV Stand Instruction Protocols

Page 15: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Example 1: unconstrained, low spatial ability

Page 16: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Example 2: constrained, high spatial

Page 17: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Example 3: unconstrained, low spatial

Page 18: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Protocol Analysis

Text- effect of space constraint- effect of drawings (condition 3)

Drawings

- diagrammatic elements- types of diagrams (interactive, structural, etc.)- individual differences

Page 19: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Text Analysis

Effect of space constraint:

- Strong decrease of number of propositions: 43.33 vs. 21.60- Resistance of assembly action category- Decrease of part description, other non-assembly categories

Effect of presence of drawings on text:

- Overall, no significant effect on the number of propositions: 38.57 vs. 42.33- Number of propositions referring to actions is less with drawings (9.3 vs. 6.7)- When drawings are present, less time indicators present in text. - Information in text duplicates information in drawings.

Page 20: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Diagram Analysis

•Condition (U vs C)

Time to assemble Number of steps specified Step elements Start protocol with text or diagram? Number of separate parts drawn Number of interactive drawings Number of non-interactive drawings Parts labeled, how? Elements in diagrams (lines, arrows) Diagram representations End result or procedural diagrams Integrated or exploded Quality of drawing Quality of 3-D

•Mental Rotations score•Money task score•Assembly experience•Self-rated assembly ability•Self-rated mechanical ability

Page 21: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Diagram Analysis

•Condition (U vs C)

Time to assemble Number of steps specified Step elements Start protocol with text or diagram? Number of separate parts drawn Number of interactive drawings Number of non-interactive drawings Parts labeled, how? Elements in diagrams (lines, arrows) Diagram representations End result or procedural diagrams Integrated or exploded Quality of drawing Quality of 3-D

•Mental Rotations score•Money task score•Assembly experience•Self rated assembly ability•Self rated mechanical ability

Independent variables

Page 22: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Diagram Analysis

•Condition (U vs C)

Time to assemble Number of steps specified Step elements Start protocol with text or diagram? Number of separate parts drawn Number of interactive drawings Number of non-interactive drawings Parts labeled, how? Elements in diagrams (lines, arrows) Diagram representations End result or procedural diagrams Integrated or exploded Quality of drawing Quality of 3-D

•Mental Rotations score•Money task score•Assembly experience•Self-rated assembly ability•Self-rated mechanical ability

Independent Dependent

Page 23: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Unconstrained vs. Constrained

- No group differences (MR scores etc., time to assemble)

- No difference in # of steps, interactive or structural drawings,

- More separate parts drawn in Unconstrained

-Diagram representations- dual.-constrained more likely to use new information in diagrams.

-Indicating steps- generally used numbers-- unconstrained use more indirect cues

- Labeling parts: • constrained- part A,part B, etc.• unconstrained- top, bottom, side, etc.

- Both conditions more likely to start with text than diagram.

- Diagram elements- if any, arrows and lines indicate direction or interaction

- Integrated diagrams most common. Constrained more likely to use exploded.

Page 24: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Unconstrained vs. Constrained

- No group differences (MR scores etc., time to assemble)

- No difference in # of steps, interactive or structural drawings,

- More separate parts drawn in Unconstrained

-Diagram representations- dual.-constrained more likely to use new information in diagrams.

-Indicating steps- generally used numbers-- unconstrained use more indirect cues

- Labeling parts: • constrained- part A,part B, etc.• unconstrained- top, bottom, side, etc.

- Both conditions more likely to start with text than diagram.

- Diagram elements- if any, arrows and lines indicate direction or interaction

- Integrated diagrams most common. Constrained more likely to use exploded.

Page 25: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Unconstrained vs. Constrained

- No group differences (MR scores etc., time to assemble)

- No difference in # of steps, interactive or structural drawings,

- More separate parts drawn in Unconstrained

-Diagram representations- dual.-constrained more likely to use new information in diagrams.

-Indicating steps- generally used numbers-- unconstrained use more indirect cues

- Labeling parts: • constrained- part A,part B, etc.• unconstrained- top, bottom, side, etc.

- Both conditions more likely to start with text than diagram.

- Diagram elements- if any, arrows and lines indicate direction or interaction

- Integrated diagrams most common. Constrained more likely to use exploded.

Page 26: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Unconstrained vs. Constrained

- No group differences (MR scores etc., time to assemble)

- No difference in # of steps, interactive or structural drawings,

- More separate parts drawn in Unconstrained

-Diagram representations- dual.-constrained more likely to use new information in diagrams.

-Indicating steps- generally used numbers-- unconstrained use more indirect cues

- Labeling parts: • constrained- part A,part B, etc.• unconstrained- top, bottom, side, etc.

- Both conditions more likely to start with text than diagram.

- Diagram elements- if any, arrows and lines indicate direction or interaction

- Integrated diagrams most common. Constrained more likely to use exploded.

Page 27: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Unconstrained vs. Constrained

- No group differences (MR scores etc., time to assemble)

- No difference in # of steps, interactive or structural drawings,

- More separate parts drawn in Unconstrained

-Diagram representations- dual.-constrained more likely to use new information in diagrams.

-Indicating steps- generally used numbers-- unconstrained use more indirect cues

- Labeling parts: • constrained- part A,part B, etc.• unconstrained- top, bottom, side, etc.

- Both conditions more likely to start with text than diagram.

- Diagram elements- if any, arrows and lines indicate direction or interaction

- Integrated diagrams most common. Constrained more likely to use exploded.

Page 28: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Unconstrained vs. Constrained

- No group differences (MR scores etc., time to assemble)

- No difference in # of steps, interactive or structural drawings,

- More separate parts drawn in Unconstrained

-Diagram representations- dual.-constrained more likely to use new information in diagrams.

-Indicating steps- generally used numbers-- unconstrained use more indirect cues

- Labeling parts: • constrained- part A,part B, etc.• unconstrained- top, bottom, side, etc.

- Both conditions more likely to start with text than diagram.

- Diagram elements- if any, arrows and lines indicate direction or interaction

- Integrated diagrams most common. Constrained more likely to use exploded.

Page 29: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Unconstrained vs. Constrained

- No group differences (MR scores etc., time to assemble)

- No difference in # of steps, interactive or structural drawings,

- More separate parts drawn in Unconstrained

-Diagram representations- dual.-constrained more likely to use new information in diagrams.

-Indicating steps- generally used numbers-- unconstrained use more indirect cues

- Labeling parts: • constrained- part A,part B, etc.• unconstrained- top, bottom, side, etc.

- Both conditions more likely to start with text than diagram.

- Diagram elements- if any, arrows and lines indicate direction or interaction

- Integrated diagrams most common. Constrained more likely to use exploded.

Page 30: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Unconstrained vs. Constrained

- No group differences (MR scores etc., time to assemble)

- No difference in # of steps, interactive or structural drawings,

- More separate parts drawn in Unconstrained

-Diagram representations- dual.-constrained more likely to use new information in diagrams.

-Indicating steps- generally used numbers-- unconstrained use more indirect cues

- Labeling parts: • constrained- part A,part B, etc.• unconstrained- top, bottom, side, etc.

- Both conditions more likely to start with text than diagram.

- Diagram elements- if any, arrows and lines indicate direction or interaction

- Integrated diagrams most common. Constrained more likely to use exploded.

Page 31: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Unconstrained vs. Constrained

- No group differences (MR scores etc., time to assemble)

- No difference in # of steps, interactive or structural drawings,

- More separate parts drawn in Unconstrained

-Diagram representations- dual.-constrained more likely to use new information in diagrams.

-Indicating steps- generally used numbers-- unconstrained use more indirect cues

- Labeling parts: • constrained- part A,part B, etc.• unconstrained- top, bottom, side, etc.

- Both conditions more likely to start with text than diagram.

- Diagram elements- if any, arrows and lines indicate direction or interaction

- Integrated diagrams most common. Constrained more likely to use exploded.

Page 32: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Individual Differences

Condition

Unconstrained

Constrained

Time # of parts drawn # of interactive # structural

9.6 3.43 1.76 1.0

10.9 2.95 1.5 1.2

Page 33: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Individual Differences

Condition

Unconstrained

Constrained

Time # of parts drawn # of interactive # structural

SA

Low

High

Time # of parts drawn # of interactive # structural

9.6 3.43 1.76 1.0

10.9 2.95 1.5 1.2

11.4 3.8 .57 1.57

8.1 2.6 2.64 .73

Page 34: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Correlations

• MR score and Assembly time = -.531

• MR score and Quality of drawings = .543

• MR score and Quality of 3-D = .478

• Assembly experience and # parts drawn = -.653

• MR score and # interactive drawings = .584

Page 35: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Assembly instruction project outline:

Experiment 1:

Collection of instruction protocols

Experiment 2 (analysis in progress):

Compilation of individual protocols into a ‘mega-description’

Experiment 3:

Quality rating of instruction protocols

Experiment 4:

Efficiency and effectiveness evaluation of representative instructions

Page 36: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.
Page 37: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.
Page 38: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.
Page 39: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

Assembly instruction project outline:

Experiment 1:

Collection of instruction protocols

Experiment 2:

Compilation of individual protocols into a ‘mega-description’

Experiment 3 (experiment in progress):

Quality rating of instruction protocols

Experiment 4 (to be continued…):

Efficiency and effectiveness evaluation of representative instructions

Page 40: Diagrams and Text in Instruction: Comprehension of the Assembly Process Julie Heiser Marie-Paule Daniel Ginet Barbara Tversky Special thanks to Christina.

(Preliminary) general conclusions

- People have different ideas of what makes effective manuals. Is this in production of instruction or in comprehension, or both?

- There are performance differences in assembly tasks depending on prior experience and spatial ability.

- There are individual differences in internal mental representations for external representations in assembly tasks.

-Important to design instructions using design principles developed by cognitive psychologists.

-Would be great to have automated visual instructions that can balance text and diagrams in relation with the experience of the user!