1. Controls Rebecca W. Boren, Ph.D. IEE 437/547 Introduction to Human Factors Engineering Arizona State University October 24, 2011

2. Think of as many control devices as you can and write them down. Controls

3. Cameras Remote Controls

4. 1950 Zenith Remote Ad http://www.tvhistory.tv/Remote%20Controls.htm

5. Computer Input Devices Joystick DataHand Keyboard Mouse Wii

6. Automobile Controls The one on the right is all hand operated.

7. Simple? Designing for visibility means that just by looking, users can see the possibilities for action. Visibility is often violated in order to make things "look good“.

8. Complex? Submarine controls Multi head Shower

9. Onscreen Computer Controls

10. Onscreen Computer Control or the Real Deal?

11. What do these control?

12. Controls Display is the perception.  Seeing, hearing, or other sense Control is the action after a decision is made. Involves the selection and execution of responses. Includes the feedback loop.

13. Model of Human Processing

14. Principles of Response Selection

15. Decision complexity The speed with which an action can be selected is strongly influenced by the number of possible alternative actions that could be selected.

16. Decision complexity Hick-Hyman Law of reaction time shows a logarithmic increase in reaction time (RT) as the number of possible stimulus-response alternatives (N) increases. Humans process information at a constant rate. RT = a + bLog2N

17. Hick-Hyman Law

18. The most efficient way to deliver a given amount of information is by a smaller number of complex decisions rather than a large number of simple decisions. An example is typing versus Morse code.

20. Response expectancy We perceive rapidly and accurately that information that we expect. We don’t expect a car to suddenly pull in front of us on the freeway. It takes time to perceive and to respond.

21. Response expectancy We use the yellow caution light to help us anticipate a red light.

22. Compatibility Good stimulus-response compatibility (display-control compatibility) aids in response selection. Two sub principles:  Location compatibility (mapping)  Movement compatibility (moving a lever right should move the display to the right).

23. Location Compatibility

26. Movement Compatibility

27. How do I turn this computer on? Usability and Human Factors Web Workshop series at Monash University

28. How do I turn this computer on? About 4 or 5 years ago I'd just started a new job I had a choice of using a fairly new Macintosh or a rather old PC - I wanted to use the Mac I'd never used a Mac before And I couldn't figure out where the "ON" switch was After messing around for a long time, I accidentally turned it on after randomly pressing a whole bunch of keys on the keyboard I still didn't know how I'd done it, so I turned it off and tried the keys again until I realized it was the Apple key that brought the machine to life

29. Speed-accuracy tradeoff Sometimes positively correlated, sometimes negatively correlated. The first three principles result in a positive correlation. Whatever makes the response selection faster makes it less prone to error.

30. Principles of Speed-accuracy tradeoff 1. Good stimulus-response compatibility (display-control compatibility) aids in response selection. 2. Location compatibility (mapping) 3. Movement compatibility (moving a lever right should move the display to the right).

31. Speed-accuracy tradeoff In a few cases, control devices differ in the speed-accuracy tradeoff because one induces faster, but less precise behavior or more careful but slower behavior (2 nd order).

32. Feedback Instantaneous or nearly instantaneous feedback is helpful. If there is a lag of even 100 msec, an unskilled operator will have difficulty. What kinds of feedback are helpful? Name some.

33. Discrete Control Activation Physical feel. There should be some feedback as to state change: a click, beep, flashing light, change of color, etc. Feedback lights should be redundant with another signal and should be immediate.

34. Discrete Control Activation A toggle switch provides visual feedback, an auditory click, and a tactile snap with the sudden loss of resistance.

35. Discrete Control Activation Size. Smaller keys are difficult for humans. In relationship to the size of large hands, it is easy to make mistakes by pressing the wrong key or two keys at once.

36. Discrete Control Activation Confusing labeling. Key press or control activation errors also occur if the identity of a key or control is not well marked for novice users.

37. Discrete Control Activation Well-labeled controls.

38. Positioning Control Device A common human-machine task is to position an entity in space. The positioning or pointing task is defined as “movement of a controlled entity, called a cursor, to a destination, called the target.”

39. Positioning Task Movement of a controlled entity, called a cursor, to a destination, called the target. cursor target

40. Positioning Control Device Movement time: controls typically require two different movements:  movement of the hand or fingers to the control device  movement of the control device in some direction.

41. Movement Time Predicted by Fitts’ Law MT = a + b log 2 (2A/W)  MT is movement time  A is amplitude (distance) of the movement  W is width of the target (corresponds to accuracy)  log 2 (2A/W) is the index of difficulty (ID)  a and b are constants MT is proportional to the index of difficulty

42. Movement Time – Fitts’ Law MT = a + b log 2 (2A/W)

43. Fitts’ Reciprocal Tapping Task

44. Movement Time Examples If the keys on a keyboard are made smaller, without the space also made proportionally smaller, then movement is more difficult. Foot reaching a foot pedal Assembly and manipulation under a microscope.

45. Device Characteristics Direct position controls: Light pen and touch screen Indirect position controls: Mouse, touch pad, and touch tablet. Indirect velocity controls: Joystick and cursor keys

46. Direct Position Controls Light pen and touch screen using a stylus or finger on a tablet. Position of the human hand or finger directly corresponds to the desired location of the cursor.

47. Direct Position Controls Light pen and touch screen using a stylus or finger on a tablet. Position of the human hand or finger directly corresponds to the desired location of the cursor.

48. Indirect Position Controls Mouse, touch pad, and touch tablet. Changes in the position of the limb directly correspond to changes in the position of the cursor, but on a different surface.

49. Indirect Position Controls Mouse, touch pad, and touch tablet. Changes in the position of the limb directly correspond to changes in the position of the cursor, but on a different surface.

50. Indirect Velocity Controls Joystick and cursor keys. An activation of control in a given direction yields a velocity of cursor movement in that direction. For cursor keys the operator may repeat or hold down.

51. Three Types of Joysticks Isotonic Isometric Spring-loaded

52. Isotonic Joystick Typically, cursor moves as a result of movement of the joystick handle. Handle does not move back to a neutral position.

53. Isometric Joystick Cursor moves as a result of the force applied to the joystick handle. Joystick does not move at all.

54. Spring-loaded Joystick Resistance is proportional to force applied. Displaced, but returns to a neutral position. Offers proprioceptive and kinesthetic feedback. This is the preferred joystick

55. Usability Feedback and gain are two important characteristics. Feedback should be salient, visible, and immediate. Gain is defined as the change of cursor position/change of control position.

56. Usability - Gain Gain is defined as change of cursor position change of control position If a 3 inch change in the cursor position results from a 1 inch change in the control position, then the gain is 3.

57. Usability - Gain A high gain device is one in which a small displacement of the control produces a large movement of the cursor A low gain device aids in precision. The ideal gain is task dependent.

58. Choice of Control Device For pointing and dragging, direct position devices (touch screen and light pen) may be superior. Problems in accuracy may arise with a direct position device due to parallax errors, instability of the hand or fingers, or the imprecision of the finger area in specifying small targets.

59. Choice of Control Device Indirect positioning devices have greater precision and may be adjusted for gain.

60. Choice of Control Device Dependent on the work space environment. Mouse takes up a lot of space. Vibration in a cab ride. Voice control difficult in a noisy environment.

61. Choice of Control Device High gain devices are faster in moving to a target, but less precise (can overshoot the target). Humans work well with a gain between 1 and 3. Humans can adapt to a greater range of gain with experience.

62. Numeric Input Devices Numerical data is usually entered by numeric keyboards or voice. There are two styles of key pads for data entry.

63. Numeric Input Devices The telephone style is the preferred method.

64. Voice Input Pros: useful in time-sharing activities in which the visual and manual systems are both occupied. Cons: cost, recognizer speed, acoustic quality, speaker dependent, noise, stress, loss of privacy, and compatibility with task. Voice recognition is complex and still under development.

65. Voice Input “How does voice input interfere with short-term memory?”

66. End of Part 1. Questions?

67. Continuous Control & Tracking In contrast to discrete cursor movement to a target, sometimes we want to track a moving target. This requires continuous control. Examples: bringing a fly swatter down on a moving fly, driving on a winding road.

68. Continuous Control & Tracking Using a moving car as an example: the operator perceives a discrepancy or error between the desired state of the vehicle and the actual state.

69. Continuous Control & Tracking The operator must turn the steering wheel to put the car back on track.

70. Continuous Control & Tracking A" track” is a continuously moving dynamic target.

71. The Tracking Loop The basic elements of the tracking loop: e(t) = error function of time; f(t) = force applied to the control device; u(t) = output function from the human; o(t) = system output; i(t) = position. Our goal is i(t) = o(t) and e(t) = 0. ic(t) are command inputs (changes in the target). id(t) are disturbance inputs.

72. Control Order If a control is designated as zero- order, it means that the cursor controls the position of the target. First-order means it controls the velocity of the target. Second-order control means a change in the position of the cursor changes the acceleration of the target.

73. Control Order Position Order: (zero-order). Pen across paper, marker on the white board, moving a computer mouse to reposition a cursor on the screen. If you hold the control still, the system output will also be still. More precise, more human effort.

74. Control Order Velocity order: first-order (rate of change of position). Some joysticks and car radio scanners are first-order controllers. As you hold the joystick in a direction, the velocity increases. Can conserve human effort, but has more lag.

75. Control Order Acceleration order: second-order (rate of change of velocity). Second-order control systems are rarely used because they are hard to control (sluggish and unstable). Think of an astronaut trying to maneuver in space by firing thrust rockets. Can get pilot- induced oscillations. Requires a great deal of experience and effort on the part of the operator.

76. Control Order - Driving Driving an automobile is a combination of first- order and second- order control systems. The task of maintaining speed is a first-order control.

77. Control Order - Driving The task of steering or lane-keeping is a second-order control.

78. Solutions to the Problems of Second-order Control Systems 1. Predictive displays 2. Teach the tracker strategies of anticipation. Experienced drivers look further down the road than novices do. 3. Automate to bring it to a lower-order control.

79. Predictive Displays Air Traffic Predictive Display

80. Predictive Displays

81. Other issues related to controls Instability – caused by lag somewhere in the total control loop  Overcorrection due to high gain in the system  Human trying to correct too quickly before the lagging system has had a chance to stabilize.

82. Other issues related to controls Open-loop versus closed-loop systems  Open-loop – no feedback – used by experienced operators  Closed-loop – feedback is valuable in learning or fine-tuning a mental model.

83. Electronic Controls Well-designed products have controls that don’t require fine fingering to operate. The following controls are shown in descending order, from easiest (1) to most difficult (7).

84. 1 23 4

85. Use larger muscles rather than smaller muscles. 6 5 7

86. Control and Display Principles are closely related.

87. Standardized shape-coded knobs for US Air Force aircraft.

88. For transmitting discrete information

89. For transmitting continuous information

90. For transmitting cursor position information

91. Questions?

92. Resources Tapping experiment http://ei.cs.vt.edu/~cs5724/g1/tapping. html#files http://ei.cs.vt.edu/~cs5724/g1/tapping. html#files