Michael Sedlmair

Design Study Methodology: Reflections from the Trenches and the Stacks

Design studies are an increasingly popular form of problem-driven visualization research, yet there is little guidance available about how to do them effectively. In this paper we reflect on our combined experience of conducting twenty-one design studies, as well as reading and reviewing many more, and on an extensive literature review of other field work methods and methodologies. Based on this foundation we provide definitions, propose a methodological framework, and provide practical guidance for conducting design studies. We define a design study as a project in which visualization researchers analyze a specific real-world problem faced by domain experts, design a visualization system that supports solving this problem, validate the design, and reflect about lessons learned in order to refine visualization design guidelines. We characterize two axes - a task clarity axis from fuzzy to crisp and an information location axis from the domain experts head to the computer - and use these axes to reason about design study contributions, their suitability, and uniqueness from other approaches. The proposed methodological framework consists of 9 stages: learn, winnow, cast, discover, design, implement, deploy, reflect, and write. For each stage we provide practical guidance and outline potential pitfalls. We also conducted an extensive literature survey of related methodological approaches that involve a significant amount of qualitative field work, and compare design study methodology to that of ethnography, grounded theory, and action research.

A Systematic Review on the Practice of Evaluating Visualization

We present an assessment of the state and historic development of evaluation practices as reported in papers published at the IEEE Visualization conference. Our goal is to reflect on a meta-level about evaluation in our community through a systematic understanding of the characteristics and goals of presented evaluations. For this purpose we conducted a systematic review of ten years of evaluations in the published papers using and extending a coding scheme previously established by Lam et al. [2012]. The results of our review include an overview of the most common evaluation goals in the community, how they evolved over time, and how they contrast or align to those of the IEEE Information Visualization conference. In particular, we found that evaluations specific to assessing resulting images and algorithm performance are the most prevalent (with consistently 80-90% of all papers since 1997). However, especially over the last six years there is a steady increase in evaluation methods that include participants, either by evaluating their performances and subjective feedback or by evaluating their work practices and their improved analysis and reasoning capabilities using visual tools. Up to 2010, this trend in the IEEE Visualization conference was much more pronounced than in the IEEE Information Visualization conference which only showed an increasing percentage of evaluation through user performance and experience testing. Since 2011, however, also papers in IEEE Information Visualization show such an increase of evaluations of work practices and analysis as well as reasoning using visual tools. Further, we found that generally the studies reporting requirements analyses and domain-specific work practices are too informally reported which hinders cross-comparison and lowers external validity.

Visual Parameter Space Analysis: A Conceptual Framework

Various case studies in different application domains have shown the great potential of visual parameter space analysis to support validating and using simulation models. In order to guide and systematize research endeavors in this area, we provide a conceptual framework for visual parameter space analysis problems. The framework is based on our own experience and a structured analysis of the visualization literature. It contains three major components: (1) a data flow model that helps to abstractly describe visual parameter space analysis problems independent of their application domain; (2) a set of four navigation strategies of how parameter space analysis can be supported by visualization tools; and (3) a characterization of six analysis tasks. Based on our framework, we analyze and classify the current body of literature, and identify three open research gaps in visual parameter space analysis. The framework and its discussion are meant to support visualization designers and researchers in characterizing parameter space analysis problems and to guide their design and evaluation processes.

A Taxonomy of Visual Cluster Separation Factors

We provide two contributions, a taxonomy of visual cluster separation factors in scatterplots, and an in‐depth qualitative evaluation of two recently proposed and validated separation measures. We initially intended to use these measures to provide guidance for the use of dimension reduction (DR) techniques and visual encoding (VE) choices, but found that they failed to produce reliable results. To understand why, we conducted a systematic qualitative data study covering a broad collection of 75 real and synthetic high‐dimensional datasets, four DR techniques, and three scatterplot‐based visual encodings. Two authors visually inspected over 800 plots to determine whether or not the measures created plausible results. We found that they failed in over half the cases overall, and in over two‐thirds of the cases involving real datasets. Using open and axial coding of failure reasons and separability characteristics, we generated a taxonomy of visual cluster separability factors. We iteratively refined its explanatory clarity and power by mapping the studied datasets and success and failure ranges of the measures onto the factor axes. Our taxonomy has four categories, ordered by their ability to influence successors: Scale, Point Distance, Shape, and Position. Each category is split into Within‐Cluster factors such as density, curvature, isotropy, and clumpiness, and Between‐Cluster factors that arise from the variance of these properties, culminating in the overarching factor of class separation. The resulting taxonomy can be used to guide the design and the evaluation of cluster separation measures.

Opening the Black Box: Strategies for Increased User Involvement in Existing Algorithm Implementations

An increasing number of interactive visualization tools stress the integration with computational software like MATLAB and R to access a variety of proven algorithms. In many cases, however, the algorithms are used as black boxes that run to completion in isolation which contradicts the needs of interactive data exploration. This paper structures, formalizes, and discusses possibilities to enable user involvement in ongoing computations. Based on a structured characterization of needs regarding intermediate feedback and control, the main contribution is a formalization and comparison of strategies for achieving user involvement for algorithms with different characteristics. In the context of integration, we describe considerations for implementing these strategies either as part of the visualization tool or as part of the algorithm, and we identify requirements and guidelines for the design of algorithmic APIs. To assess the practical applicability, we provide a survey of frequently used algorithm implementations within R regarding the fulfillment of these guidelines. While echoing previous calls for analysis modules which support data exploration more directly, we conclude that a range of pragmatic options for enabling user involvement in ongoing computations exists on both the visualization and algorithm side and should be used.

Information visualization evaluation in large companies: challenges, experiences and recommendations

We examine the implications of evaluating data analysis processes and information visualization tools in a large company setting. While several researchers have addressed the difficulties of evaluating information visualizations with regards to changing data, tasks, and visual encodings, considerably less work has been published on the difficulties of evaluation within specific work contexts. We specifically focus on the challenges, which arise in the context of large companies with several thousand employees. Based on our own experience from a 3.5-year collaboration within a large automotive company, we first present a collection of nine information visualization evaluation challenges. We then discuss these challenges by means of two concrete visualization case studies from our own work. We finally derive a set of 16 recommendations for planning and conducting evaluations in large company settings. The set of challenges and recommendations and the discussion of our experience are meant to provide practical guidance to other researchers and practitioners, who plan to study information visualization in large company settings.

The Streams of Our Lives: Visualizing Listening Histories in Context

The choices we take when listening to music are expressions of our personal taste and character. Storing and accessing our listening histories is trivial due to services like Last.fm, but learning from them and understanding them is not. Existing solutions operate at a very abstract level and only produce statistics. By applying techniques from information visualization to this problem, we were able to provide average people with a detailed and powerful tool for accessing their own musical past. LastHistory is an interactive visualization for displaying music listening histories, along with contextual information from personal photos and calendar entries. Its two main user tasks are (1) analysis, with an emphasis on temporal patterns and hypotheses related to musical genre and sequences, and (2) reminiscing, where listening histories and context represent part of ones past. In this design study paper we give an overview of the field of music listening histories and explain their unique characteristics as a type of personal data. We then describe the design rationale, data and view transformations of LastHistory and present the results from both a laband a large-scale online study. We also put listening histories in contrast to other lifelogging data. The resonant and enthusiastic feedback that we received from average users shows a need for making their personal data accessible. We hope to stimulate such developments through this research.

Visual Interaction with Dimensionality Reduction: A Structured Literature Analysis

Dimensionality Reduction (DR) is a core building block in visualizing multidimensional data. For DR techniques to be useful in exploratory data analysis, they need to be adapted to human needs and domain-specific problems, ideally, interactively, and on-the-fly. Many visual analytics systems have already demonstrated the benefits of tightly integrating DR with interactive visualizations. Nevertheless, a general, structured understanding of this integration is missing. To address this, we systematically studied the visual analytics and visualization literature to investigate how analysts interact with automatic DR techniques. The results reveal seven common interaction scenarios that are amenable to interactive control such as specifying algorithmic constraints, selecting relevant features, or choosing among several DR algorithms. We investigate specific implementations of visual analysis systems integrating DR, and analyze ways that other machine learning methods have been combined with DR. Summarizing the results in a “human in the loop” process model provides a general lens for the evaluation of visual interactive DR systems. We apply the proposed model to study and classify several systems previously described in the literature, and to derive future research opportunities.

ParaGlide: Interactive Parameter Space Partitioning for Computer Simulations

In this paper, we introduce ParaGlide, a visualization system designed for interactive exploration of parameter spaces of multidimensional simulation models. To get the right parameter configuration, model developers frequently have to go back and forth between setting input parameters and qualitatively judging the outcomes of their model. Current state-of-the-art tools and practices, however, fail to provide a systematic way of exploring these parameter spaces, making informed decisions about parameter configurations a tedious and workload-intensive task. ParaGlide endeavors to overcome this shortcoming by guiding data generation using a region-based user interface for parameter sampling and then dividing the models input parameter space into partitions that represent distinct output behavior. In particular, we found that parameter space partitioning can help model developers to better understand qualitative differences among possibly high-dimensional model outputs. Further, it provides information on parameter sensitivity and facilitates comparison of models. We developed ParaGlide in close collaboration with experts from three different domains, who all were involved in developing new models for their domain. We first analyzed current practices of six domain experts and derived a set of tasks and design requirements, then engaged in a user-centered design process, and finally conducted three longitudinal in-depth case studies underlining the usefulness of our approach.

The nested blocks and guidelines model

We propose the nested blocks and guidelines model for the design and validation of visualization systems. The nested blocks and guidelines model extends the previously proposed four-level nested model by adding finer grained structure within each level, providing explicit mechanisms to capture and discuss design decision rationale. Blocks are the outcomes of the design process at a specific level, and guidelines discuss relationships between these blocks. Blocks at the algorithm and technique levels describe design choices, as do data blocks at the abstraction level, whereas task abstraction blocks and domain situation blocks are identified as the outcome of the designer’s understanding of the requirements. In the nested blocks and guidelines model, there are two types of guidelines: within-level guidelines provide comparisons for blocks within the same level, while between-level guidelines provide mappings between adjacent levels of design. We analyze several recent articles using the nested blocks and guidelines model to provide concrete examples of how a researcher can use blocks and guidelines to describe and evaluate visualization research. We also discuss the nested blocks and guidelines model with respect to other design models to clarify its role in visualization design. Using the nested blocks and guidelines model, we pinpoint two implications for visualization evaluation. First, comparison of blocks at the domain level must occur implicitly downstream at the abstraction level; second, comparison between blocks must take into account both upstream assumptions and downstream requirements. Finally, we use the model to analyze two open problems: the need for mid-level task taxonomies to fill in the task blocks at the abstraction level and the need for more guidelines mapping between the algorithm and technique levels.