Chapter 4
COGNITIVE ASPECTS
               Overview
• What is cognition?
• Why it is important to understand in HCI
• Describe how cognition has been applied
  to interaction design
• Explain what are mental models and how
  to elicit them
• Cover relevant theories of cognition
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          What is cognition?
• Thinking, remembering, learning,
  daydreaming, decision-making, seeing,
  reading, talking, writing…
• Ways of classifying cognition at a higher
  level:
  ▪ Experiential vs. reflective cognition (Norman,
    1993)
  ▪ Fast vs slow thinking (Kahneman, 2011)
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     Which involves fast vs slow
             thinking?
• 2+2=
• 21 × 29 =
• What color eyes do you have?
• How many colors are there in the rainbow?
• How many months in the year have 31 days?
• What is the name of the first school you
  attended?
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How can understanding cognition help?
 • Provides knowledge about what users can
   and cannot be expected to do
 • Identifies and explains the nature and
   causes of problems that users encounter
 • Provides theories, modeling tools,
   guidance, and methods that can lead to
   the design of better interactive products
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        Cognitive processes
• Attention
• Perception
• Memory
• Learning
• Reading, speaking and listening
• Problem-solving, planning, reasoning and
  decision-making
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                      Attention
• Selecting things on which to concentrate at a point in
  time from the mass of stimuli around us
• Allows us to focus on information that is relevant to
  what we are doing
• Involves audio and/or visual senses
• Focused and divided attention
   ▪ Enables us to be selective in terms of the mass of competing
     stimuli, but limits our ability to keep track of all events
• Design recommendation
   ▪ Information at the interface should be structured to capture
     users’ attention, for example, use perceptual boundaries
     (windows), color, reverse video, sound, and flashing lights
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Activity: Find the price for a double room
   at the Quality Inn in Pennsylvania
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Activity: Find the price of a double room at the
             Holiday Inn in Columbia
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                       Activity
• Tullis (1987) found that the two screens
  produced quite different results
   ▪ 1st screen: Took an average of 5.5 seconds to search
   ▪ 2nd screen: Took 3.2 seconds to search
• Why, since both displays have the same density of
  information (31percent)?
• Spacing
   ▪ In the 1st screen, the information is bunched up
     together, making it hard to search
   ▪ In the 2nd screen, the characters are grouped into
     vertical categories of information making it easier
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     Multitasking and attention
• Is it possible to perform multiple tasks without
  one or more of them being detrimentally
  affected?
• Multitasking can cause people to lose their train
  of thought, make errors, and need to start over
• Ophir et al. (2009) compared heavy vs light
  multitaskers
  ▪ Heavy multitaskers were more prone to being
    distracted than those who infrequently multitask
  ▪ Heavy multitaskers are easily distracted and find it
    difficult to filter irrelevant information
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     Multitasking experiment
• Lotteridge et al. (2015) conducted another
  study involving writing an essay under two
  conditions: relevant or irrelevant
  information
  ▪ Heavy multitaskers were easily distracted but
    able to put this to good use if the distracting
    sources were relevant to the task in hand
  ▪ Irrelevant information was found to impact
    task performance negatively
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         Multitasking at work
It is increasingly common for workers to
multitask
  • For example, hospital workers have to attend
    to multiple screens in an operating room that
    provide new kinds of real-time information
  • This requires clinician’s constant attention to
    check if any data is unusual or anomalous
  • Need to develop new attention and scanning
    strategies
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Is it OK to use a phone when
            driving?
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                             No!
• Driving is very demanding
• Drivers are prone to being distracted
• There is a significant chance of causing accidents
• Drivers’ reaction times are longer to external events when talking
  on the phone in a car (Caird et al., 2018)
• Drivers using their phones rely more on their expectations about
  what is likely to happen next as conducting a conversation takes
  up their attention
• Response time is slower to unexpected events (Briggs et al.,
  2018)
• Drivers often try to imagine what the other person’s face is like−
  the person to whom they are speaking
    ▪ Doing so competes with the processing resources needed to enable
      them to notice and react to what is in front of them
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Are hands-free phones safer to use
          when driving?
• No, as same type of cognitive processing is
  happening when talking
• The same thing happens when talking with front
  seat passenger
  ▪ But both can stop in mid-sentence if a hazard is spotted
    allowing the driver to switch immediately to the road
  ▪ So, it’s less dangerous talking to a front seat passenger
    than a remote person
  ▪ A remote person on the end of a phone is not privy to
    what the driver is seeing and will carry on the
    conversation when there is a hazard
  ▪ This makes it difficult for the driver to switch all their
    attention to the road
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Design implications for attention
• Context: Make information salient when it needs
  to be attended to at a given stage of a task
• Use techniques to achieve this:
  ▪ For example, color, ordering, spacing, underlining,
    sequencing, and animation
• Avoid cluttering visual interfaces with too much
  information
• Consider designing different ways to support
  effective switching and returning to an interface
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              Perception
• How information is acquired from the
  world and transformed into experiences
• Obvious implication is to design
  representations that are readily
  perceivable, for instance:
  ▪ Text should be legible
  ▪ Icons should be easy to distinguish and
    read
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Is color contrast good? Find Italian
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Are borders and white space better?
            Find French
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                      Activity
• Weller (2004) found people took less time to
  locate items for information that was grouped
  ▪ Using a border (2nd screen) compared with using
    color contrast (1st screen)
• Some argue that too much white space on
  web pages is detrimental to search process
  ▪ Makes it hard to find information
• Do you agree?
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Activity: Which is the easiest to
          read and why?
  What is the time?                     What is the time?
  What is the time?                     What is the time?
  What is the time?
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        Design implications
• Icons should enable users to distinguish their
  meaning readily
• Bordering and spacing are effective visual ways
  of grouping information
• Sounds should be audible and distinguishable
• Research proper color contrast techniques
  when designing an interface:
  ▪ Yellow on black or blue is fine
  ▪ Yellow on green or white is a no-no
• Haptic feedback should be used judiciously
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                        Memory
• Involves recalling various kinds of knowledge that allow
  people to act appropriately
   ▪ For example, recognizing someone’s face or remembering
     someone’s name
• First encode and then retrieve knowledge
• We don’t remember everything−it involves filtering and
  processing what is attended to
• Context is important as to how we remember (that is,
  where, when, how, and so on)
• We recognize things much better than being able to recall
  things
• We remember less about objects that we have
  photographed than when we observe them with the naked
  eye (Henkel, 2014)
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         Processing in memory
• Encoding is first stage of memory
  ▪ Determines which information is attended to in the environment
    and how it is interpreted
• The more attention paid to something…
• The more it is processed in terms of thinking
  about it and comparing it with other knowledge…
• The more likely it is to be remembered
  ▪ For example, when learning about HCI, it is much better to
    reflect upon it, carry out exercises, have discussions with others
    about it, and write notes than just passively read a book, listen to
    a lecture or watch a video about it
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           Context is important
• Context affects the extent to which information
  can be subsequently retrieved
• Sometimes it can be difficult for people to recall
  information that was encoded in a different
  context:
   ▪ “You are on a train and someone comes up to you
     and says hello. You don’t recognize him for a few
     moments, but then realize it is one of your neighbors.
     You are only used to seeing your neighbor in the
     hallway of your apartment building, and seeing him
     out of context makes him difficult to recognize initially”
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                         Activity
• Try to remember the dates of your grandparents’
  birthday
• Try to remember the cover of the last two books you
  read
• Which was easiest? Why?
• People are very good at remembering visual cues
  about things
   ▪ For instance, the color of items, the location of objects and
     marks on an object
• They find it more difficult to learn and remember
  arbitrary material
   ▪ For example, birthdays and phone numbers
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     Recognition versus recall
• Command-based interfaces require users to
  recall from memory a name from a possible
  set of 100s of names
• Graphical interfaces provide visually-based
  options (menus, icons) that users need only
  browse through until they recognize one
• Web browsers provide tabs and history lists of
  visited URLs that support recognition memory
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The problem with the classic ‘7,+
            or − 2’
• George Miller’s (1956) theory of how much
  information people can remember
• People’s immediate memory capacity is very
  limited to 7, + or − 2
• Has been applied in interaction design when
  considering how many options to display
• But is it a good use of a theory in HCI?
• Is it helpful?
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    When creating an interface, should the
                designer…
• Present only 7 options on a menu
• Display only 7 icons on a tool bar
• Have no more than 7 bullets in a list
• Place only 7 items on a pull down menu
• Place only 7 tabs on the top of a website page?
• Not necessarily…
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              The reason is…
• People can scan lists of bullets, tabs, and menu
  items for the one they want
• They don’t have to recall them from memory,
  having only briefly heard or seen them
• So you can have more than nine at the interface
   ▪ For instance, history lists of websites visited
• Sometimes a small number of items is good
   ▪ For example, smart watch displays
• Depends on task and available screen estate
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   Personal Information management
Is a growing problem for many users:
 • They accumulate a vast numbers of documents,
   images, music files, video clips, emails, attachments,
   bookmarks, and so forth
 • Where and how to save them all; then remembering
   what they were called and where to find them again
 • Naming most common means of encoding them
 • But can be difficult to remember, especially when
   you have 10,000s
 • How might such a process be facilitated taking into
   account people’s memory abilities?
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Personal Information management
 • Bergman and Whittaker, three interdependent
   processes model (2016) to help people manage their
   stuff:
     I.   How to decide what stuff to keep
    II.   How to organize it when storing
   III.   Which strategies to use to retrieve it later
  • Most common approach is to use folders and
    naming
  • Strong preference for scanning across and
    within folders when looking for something
  • Search engines only helpful if you know the
    name of the file
  • Smart search engines help with listing relevant
    files for partial name or when type in first letter
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Apple’s Spotlight search tool
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                  Memory load
• Online/mobile and phone banking now require users to
  provide multiple pieces of information to access their
  account
   ▪ For instance, ZIP code, birthplace, a memorable date, first
     school attended
   ▪ Known as multifactor authentication (MFA)
• Why?
   ▪ Increased security concerns
• Password managers, such as LastPass, have been
  developed that require only one master password
   ▪ Reduces stress and memory load on users
• Passwords could become extinct with the widespread
  use of biometrics and computer vision algorithms
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           Digital Forgetting
• When might you wish to forget something that
  is online?
  ▪ When you break up with a partner
  ▪ Emotionally painful to be reminded of them
    through shared photos, social media, and so on.
• Sas and Whittaker (2013) suggest ways of
  harvesting and deleting digital content
  ▪ For example, making photos of ex into an abstract
    collage
  ▪ Helps with closure
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                Memory aids
• SenseCam, developed by Microsoft Research
  Labs (now Autographer)
  ▪ A wearable device that intermittently takes photos
    without any user intervention while worn
  ▪ Digital images taken are stored and revisited using
    special software
  ▪ Has been found to improve people’s memory,
    especially those suffering from dementia
• Other aids include RemArc, which triggers
  long-term memory using old BBC materials
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SenseCam
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         Design implications
• Reduce cognitive load by avoiding long
  and complicated procedures for carrying
  out tasks
• Design interfaces that promote recognition
  rather than recall
• Provide users with various ways of
  labelling digital information to help them
  easily identify it again
  ▪ For example, folders, categories, color,
    flagging, and time stamping
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                        Learning
• Involves the accumulation of skills and
  knowledge involving memory
• Two main types:
  ▪ Incidental learning (for example, recognizing people’s faces, what
    you did today)
  ▪ Intentional learning (for instance, studying for an exam, learning
    to cook)
  ▪ Intentional learning is much harder!
  ▪ Many technologies have been developed to help (for example,
    multimedia, animations, VR)
• People find it hard to learn by following
  instructions in a manual
• People prefer to learn by doing
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         Design implications
• Design interfaces that encourage
  exploration
• Design interfaces that constrain and guide
  learners
• Dynamically linking concepts and
  representations can facilitate the learning
  of complex material
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  Reading, speaking, and listening
The ease with which people can read, listen,
or speak differs:
• Many prefer listening to reading
• Reading can be quicker than speaking or
  listening
• Listening requires less cognitive effort than
  reading or speaking
• Dyslexics have difficulties understanding
  and recognizing written words
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                 Applications
• Voice user interfaces allow users to interact with
  them by asking questions
  ▪ For example, Google Voice, Siri, and Alexa
• Speech-output systems use artificially-generated
  speech
  ▪ For instance, written text-to-speech systems for the
    visually impaired
• Natural-language systems enable users to type
  in questions and give text-based responses
  ▪ Such as, chatbots
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         Design implications
• Speech-based menus and instructions
  should be short
• Accentuate the intonation of artificially
  generated speech voices
  ▪ They are harder to understand than human
    voices
• Provide opportunities for making text large
  on a screen
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      Problem-solving, planning,
   reasoning, and decision-making
• All these processes involve reflective
  cognition
  ▪ For example, thinking about what to do, what the options
    are, and the consequences
• Often involves conscious processes,
  discussion with others (or oneself), and the
 use of artifacts
  ▪ Such as maps, books, pen and paper
• May involve working through different
  scenarios and deciding which is best option
• Weighing up alternatives
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        Design implications
• Provide information and help pages that
  are easy to access for people who wish to
  understand more about how to carry out
  an activity more effectively (for example,
  web searching)
• Use simple and memorable functions to
  support rapid decision-making and
  planning
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                         Dilemma
• The app mentality is making it worse for people to
  make their own decisions because they are
  becoming risk averse (Gardner and Davis, 2013)
   ▪   Instead, they now rely on a multitude of apps
   ▪   This makes them increasingly anxious
   ▪   They are unable to make decisions by themselves
   ▪   They need to resort to looking up info, getting other’s
       opinions on social media, and comparing notes
• Do you agree?
• Did it happen to you when deciding which
  university/school to attend?
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          Cognitive frameworks
• These are used to explain and predict user
  behavior at the interface
  ▪ Based on theories of behavior
  ▪ Focus is on mental processes that take place
  ▪ Also use of artifacts and representations
• Most well known are:
  ▪   Mental models
  ▪   Gulfs of execution and evaluation
  ▪   Distributed cognition
  ▪   External and embodied cognition
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            Mental models
• Users develop an understanding of a
  system through learning about and using it
• Knowledge is sometimes described as a
  mental model:
  • How to use the system (what to do next)
  • What to do with unfamiliar systems or
    unexpected situations (how the system works)
• People make inferences using mental
  models of how to carry out tasks
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       More mental models
• Craik (1943) described mental models as:
  ▪ Internal constructions of some aspect of the
    external world enabling predictions to be made
• Involves unconscious and conscious
  processes
  ▪ Imagery and analogies are activated
• Deep versus shallow models
  ▪ For example, how to drive a car and how it works
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     Everyday reasoning and mental models
(a) You arrive home on a cold winter’s night to a cold
    house. How do you get the house to warm up as
    quickly as possible? Set the thermostat to be at
    its highest or to the desired temperature?
 (b) You arrive home starving hungry. You look in the
     fridge and find all that is left is an uncooked
     pizza. You have an electric oven. Do you warm it
     up to 375 degrees first and then put it in (as
     specified by the instructions) or turn the oven up
     higher to try to warm it up quicker?
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       Heating up a room or oven that is
             thermostat-controlled
• Many people when asked (a) choose the first option
• Why?
   ▪ They think it will heat the room up quicker
   ▪ General valve theory, where ‘more is more’ principle is
     generalized to different settings (for instance, gas pedal, gas
     cooker, tap, radio volume)
   ▪ But it is a wrong mental model for thermostats based on on-off
     switch model
• Many people when asked (b) choose the first option
   ▪ Electric ovens work on the same principle as thermostats
• Most of us have erroneous mental models (Kempton,
  1996)
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        Erroneous mental models
• Lots of people hit the button for elevators
  and pedestrian crossings at least twice
  ▪ Why? Think it will make the lights change faster or
    ensure that the elevator arrives!
• What kinds of mental models do users have
  for understanding how interactive devices
  work?
  ▪ Poor, often incomplete, easily confusable, based on
    inappropriate analogies and superstition (Norman,
    1983)
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 How can UX be designed to help
people build better mental models?
• Clear and easy to use instructions
• Appropriate tutorials and contextual
  sensitive guidance
• Provide online videos and chatbot
  windows when needing help
• Transparency: to make interfaces intuitive
  to use
• Affordances of what actions an interface
  allows
  ▪ For example, swiping, clicking, or selecting
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 Gulfs of execution and evaluation
• The ‘gulfs’ explicate the gaps that exist between the
  user and the interface
• The gulf of execution
   ▪ The distance from the user to the physical system
• The gulf of evaluation
   ▪ The distance from the physical system to the user
• Bridging the gulfs can reduce cognitive effort required
  to perform tasks
• Can reveal whether interface increases or decreases
  cognitive load and whether it is obvious what to do
  next (Norman, 1986; Hutchins et al, 1986)
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Bridging the gulfs
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     Information processing
• Conceptualizes human performance in
  metaphorical terms of information
  processing stages
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              Limitations
• Based on modeling mental activities that
  happen exclusively inside the head
• Do not adequately account for how people
  interact with computers and other devices
  in real world
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        Distributed cognition
• Concerned with the nature of cognitive
  phenomena across individuals, artifacts,
  and internal and external representations
  (Hutchins, 1995)
• Describes these in terms of propagation
  across representational state
• Information is transformed through
  different media (computers, displays,
  paper, heads)
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A cognitive system for ATC
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            What’s involved
• The distributed problem-solving that takes
  place
• The role of verbal and non-verbal behavior
• The various coordinating mechanisms that are
  used (for example, rules and procedures)
• The communication that takes place as the
  collaborative activity progresses
• How knowledge is shared and accessed
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         External cognition
• Concerned with explaining how we interact with
  external representations (such as maps, notes,
  and diagrams)
• What are the cognitive benefits and what
  processes involved
• How they extend cognition
• What technologies can we develop to help
  people carry out complex tasks (for example,
  learning, problem solving, and
  decision-making)?
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         Externalizing to reduce
              memory load
• Examples include the use of diaries, reminders,
  calendars, notes, shopping lists, to-do lists
  ▪ Written to remind us of what to do
• Post-its, piles, marked emails are used to:
  ▪ Where placed indicates priority of what to do
• External representations:
  ▪ Remind us that we need to do something (for example,
    to buy something for mother’s day)
  ▪ Remind us of what to do (for instance, buy a card)
  ▪ Remind us when to do something (for example, send a
    card by a certain date)
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    Computational offloading
• When a tool is used in conjunction with an
  external representation to carry out a
  computation (for instance, pen and paper)
• Try doing the two sums below (a) in your
  head, (b) on a piece of paper, and (c) with a
  calculator.
               234 ×456 = ??
       CCXXXIIII×CCCCXXXXXVI = ???
• Which is easiest and why? Both are identical
  sums
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  Annotation and cognitive tracing
• Annotation involves modifying existing
  representations through making marks
  ▪ For example, crossing off, ticking, and underlining
• Cognitive tracing involves externally
  manipulating items into different orders or
  structures
  ▪ For instance, playing Scrabble or cards
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        Design implication
• Provide external representations at the
  interface that can reduce memory load
  and facilitate computational offloading
  ▪ For example, information visualizations
    have been designed to allow people to
    make sense and rapid decisions about
    masses of data
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          Embodied Interaction
• The practical engagement with the social and physical
  environment (Dourish, 2001)
• Creating, manipulating and making meaning through our
  interaction with things
• How our bodies and active experiences shape how we
  perceive, feel, and think (Hornecker et al., 2017)
• They enable us to develop a sense of the world at both a
  concrete and abstract level
• Can provide new ideas about interaction and better design
  principles
   ▪ For example, we think with our bodies not through them (Kirsh,
     2013)
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                   Summary
• Cognition involves many processes including
  attention, memory, perception, and learning
• The way an interface is designed can greatly affect
  how well users can perceive, attend, learn, and
  remember how to do their tasks
• Theoretical frameworks, such as mental models
  and external cognition, provide ways of
  understanding how and why people interact with
  products
• This can lead to thinking about how to design
  better products
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              In-depth activity
Write down how you think a contactless card or
smartphone app like Apple Pay works
• What information is sent between the card/smartphone
  and the card reader when it is placed in front of it?
• What is the maximum amount you can pay for something
  using a contactless card, Apple Pay or Google Pay?
• Why is there an upper limit?
• How many times can you use a contactless card or
  Apple/Google Pay in a day?
• What happens if you have two contactless cards in the
  same wallet/purse?
• What happens when your contactless card is stolen and
  you report it to the bank? What does the bank do?
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