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CognitiveSystemsResearch6(2005)312–319 www.elsevier.com/locate/cogsys Understanding dynamic and static displays: using images to reason dynamically Action editor: Wayne Gray Sally Bogacz a,*, J. Gregory Trafton b,1 aClarifyConcepts,1330NewHampshireAvenue,NW,#915,WashingtonDC20036,USA bNavalResearchLaboratory,WashingtonDC,USA Received5September2004;accepted30November2004 Availableonline8January2005 Abstract Weexaminedexpertmeteorologistsastheycreatedaweatherforecastwhileworkinginanaturalisticenvironment. Weexaminedthetypeofexternalrepresentationtheychosetoexamine(astaticimage,asequenceofstaticimages,ora dynamicdisplay)andthekindofinformationtheyextractedfromthoserepresentations(staticordynamic).Wefound thateventhoughweatherisanextremelydynamicdomain,expertmeteorologistsexaminedveryfewanimations,exam- ining primarily static images. However, meteorologists did extract large amounts of dynamic information from these staticimages,suggestingthattheyreasonedabouttheweatherbymentallyanimatingthestaticimagesratherthanlet- tingthe softwaredo itfor them. !2004Elsevier B.V.Allrights reserved. Keywords:Representation;Images;Static;Dynamic;Animations;Meteorology;Weatherforecasting;Reasoning 1. Introduction (an animation). This question is particularly rele- vant for domains that have a strong spatial com- Whatkindofexternaldisplaysdoexpertsuseto ponent to them like scientific reasoning (Schunn extract dynamic information? External displays & Anderson, 1999; Trafton, Trickett, & Mintz, in are usually either static (a diagram), or dynamic press;Trickett&Trafton,underreview),meteorol- ogy (Lowe, 1994, 1999; Trafton et al., 2000), and medical diagnosis (Lesgold et al., 1988). * Correspondingauthor.Tel.:+12023319267. Research examining the use of static and dy- E-mail addresses: [email protected] (S. Bogacz), namic displays shows mixed results across many [email protected](J.G.Trafton). 1 Tel.:+12027673479. different domains. The problem with static images 1389-0417/$-seefrontmatter !2004ElsevierB.V.Allrightsreserved. doi:10.1016/j.cogsys.2004.11.007 Report Documentation Page Form Approved OMB No. 0704-0188 Public reporting burden for the collection of information is estimated to average 1 hour per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to Washington Headquarters Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington VA 22202-4302. Respondents should be aware that notwithstanding any other provision of law, no person shall be subject to a penalty for failing to comply with a collection of information if it does not display a currently valid OMB control number. 1. REPORT DATE 3. DATES COVERED SEP 2004 2. REPORT TYPE 00-00-2004 to 00-00-2004 4. TITLE AND SUBTITLE 5a. CONTRACT NUMBER Understanding dynamic and static displays: using images to reason 5b. GRANT NUMBER dynamically 5c. PROGRAM ELEMENT NUMBER 6. AUTHOR(S) 5d. PROJECT NUMBER 5e. TASK NUMBER 5f. WORK UNIT NUMBER 7. PERFORMING ORGANIZATION NAME(S) AND ADDRESS(ES) 8. PERFORMING ORGANIZATION Naval Research Laboratory,Navy Center for Applied Research in REPORT NUMBER Artificial Intelligence (NCARAI),4555 Overlook Ave., SW,Washington,DC,20375 9. SPONSORING/MONITORING AGENCY NAME(S) AND ADDRESS(ES) 10. SPONSOR/MONITOR’S ACRONYM(S) 11. SPONSOR/MONITOR’S REPORT NUMBER(S) 12. DISTRIBUTION/AVAILABILITY STATEMENT Approved for public release; distribution unlimited 13. SUPPLEMENTARY NOTES 14. ABSTRACT We examined expert meteorologists as they created a weather forecast while working in a naturalistic environment. We examined the type of external representation they chose to examine (a static image, a sequence of static images, or a dynamic display) and the kind of information they extracted from those representations (static or dynamic). We found that even though weather is an extremely dynamic domain, expert meteorologists examined very few animations, examining primarily static images. However, meteorologists did extract large amounts of dynamic information from these static images, suggesting that they reasoned about the weather by mentally animating the static images rather than letting the software do it for them. 15. SUBJECT TERMS 16. SECURITY CLASSIFICATION OF: 17. LIMITATION OF 18. NUMBER 19a. NAME OF ABSTRACT OF PAGES RESPONSIBLE PERSON a. REPORT b. ABSTRACT c. THIS PAGE Same as 8 unclassified unclassified unclassified Report (SAR) Standard Form 298 (Rev. 8-98) Prescribed by ANSI Std Z39-18 S.Bogacz,J.G.Trafton/CognitiveSystemsResearch6(2005)312–319 313 is that they can impose a high working memory mation about change, just as graphics are a natu- load when the task is to reason about a machine ral way for conveying information about space in motion (Hegarty & Sims, 1994; Narayanan, (Tversky et al., 2002). Suwa, & Motoda, 1994; Sims & Hegarty, 1997). One domain that seems tailor made for the use However, many studies have found that anima- of animations is meteorological forecasting. The tions by themselves do not improve performance forecaster has to determine the dynamics of past (Byrne, Catrambone, & Stasko, 1999; Mayer & andcurrentweatherandpredictwhat(ifanything) Anderson, 1991; Palmiter & Elkerton, 1993; Pal- willchangeinthefuture.Soanimationsshouldbe miter, Elkerton, & Baggett, 1991; Rieber, Boyce, usefultoforecastersbecausethedomaintheywork & Assad, 1990) unless they provide more infor- in forces them to explicitly consider the relation mation than static images (Pane, Corbett, & between directional movements over time and John, 1996; Tversky, Morrison, & Betrancourt, space (Rieber, 1990; Rieber & Kini, 1991), as well 2002). as real-time changes (Tversky et al., 2002). The finding that animations by themselves do Previous studies that have examined the fore- notimproveperformancehasledmanyresearchers casting process have shown that meteorologists to question their usefulness (Palmiter & Elkerton, use a wide range of information to do their job: 1993;Paneetal.,1996),suggestingthatanimations static images, observations of the data, satellite should be used only in very limited situations, i.e. pictures, computational weather models, display only when necessary and when the animation is loops, textual information and dopplar radar not too difficult to use (Betrancourt & Tversky, (Hoffman,1991;Traftonetal.,2000).Mostweath- 2000). But most of these studies have been per- er web sites present information in the form of formedinlaboratorysettings(e.g.,Kaiser,Proffitt, both static and animated displays. Whelan, & Hecht, 1992; Palmiter et al., 1991) or In the study discussed below, participants were usetasksspeciallycraftedtoshowanimatedorsta- skilledNavalmeteorologists.Oneoftheirprimary tic pictures (e.g., Pane et al., 1996; Rieber, 1991). sourcesforweatherdisplaysandotherinformation Therehavebeenveryfewstudiesthathavelooked was the Fleet Numerical Meteorology and Ocean- athow(orwhy)domainexpertsuseanimationsin ography Center (FNMOC) website (www.fnmoc. complex, dynamic domains. What happens, for navy.mil). This website had a portal with links to example, when experts in a dynamic domain have different displays, as shown in Fig. 1. a choice of whether to use static or animated Using this portal, the forecaster could view a images? What type of images do they look at, static image by clicking on the button marked andwhattypeofinformationdotheyextractfrom ‘‘000’’ in the row marked ‘‘TAU’’. He would see theseimages?Howdotheyusethisinformationto something similar to Fig. 2, which shows relative help them solve problems? vorticity (or atmospheric swirl) for the present Most researchers in the technology field believe time. that animations are an important tool that can Fig. 2 shows a NOGAPS weather model out- help us to understand complex domains. For this put for 4/29/2002. s is TAU which refers to the reason, animations have been used in recent years time in the future for which this weather model to teach procedures in HCI (Palmiter & Elkerton, will be valid. The zero in this case means that it 1993), to teach computer science algorithms (By- is a ‘‘prediction’’ of the current weather. The dis- rne et al., 1999) to teach how something works play shows pressure at 500 mb and the amount of (Mayer & Anderson, 1991; Pane et al., 1996), relative vorticity or wind spin. The original is in and to understand other complex dynamic sys- color. tems, like the weather (Lowe, 1999). Indeed, the Alternatively, he could view a series of images prevalent feeling in this body of literature is that showing vorticity at different times (present time, animations should be better than static images be- 12hintothefuture,etc.),byclickingonthebutton cause, by a principle of congruence, animations marked‘‘all’’totheleftunder‘‘TAU’’,andwould should be a natural medium for conveying infor- see something similar to Fig. 3. 314 S.Bogacz,J.G.Trafton/CognitiveSystemsResearch6(2005)312–319 Fig.1. AnexampleofaFNMOCportalwithchoicesofdifferenttypesofdisplay. Fig.2. Anexampleofapicture:FNMOCNOGAPS2002042900t=0hforecastof500hPaHeights(m)andRel.Vort(10!5s!1). Forecasters could scroll through these figures aftertheyappearedinabrowserorotherwindow. Sequenceswerealwaysaseriesofstaticpicturesof theweatherthatstartedataspecifictimeandpro- jected forward in equal time increments (typically 6 or 12 h) into the future. Finally, forecasters could view an animation of vorticity changing over time by clicking on the buttonmarked‘‘Loop’’,wherehewouldseesome- thing similar to Fig. 4. So in their normal work environment, fore- casters had a choice about what type of display to look at. In this study, we examine what happens when forecasters can choose what to look at, by focusing on expert meteorologists Fig. 3. An example of a sequence of images: FNMOC as they create a weather report in naturalistic NOGAPS 2002042900 500 hPa Heights (m) and Rel. Vort (10!5s!1)mapsforalltimes. surroundings. S.Bogacz,J.G.Trafton/CognitiveSystemsResearch6(2005)312–319 315 2.2. Apparatus and setting The experimental sessions took place in a large room.Ononesideoftheroom,twoWindows-NT workstations were arranged side by side for the forecaster and technician. Video recorders were positioned to capture the forecasters! and techni- cians! computer screens, with a third one posi- tioned to capture the interactions between the two forecasters. Two subject-matter experts (SME) stood be- hind the forecasters and took notes about what the forecasters were doing. On the opposite side of the room were three workstations that were Fig. 4. An example of an animation: FNMOC NOGAPS 2002042900500hPaHeights(m)andRel.Vort(10!5s!1)maps used as the regional center under the supervision forJavaMovie.Thegreen(grayinprint)arrowindicatesthat of a senior METOC officer. All communications thissequenceofimageswasputintoarepeatedlycyclingloop. between the simulated shipboard and the simu- lated Regional Center were carried out via a chat tool called IRC Chat that all participants were 2. Method familiar with. Theexperimentexaminedhowexpertmeteorol- 2.3. Forecasting tools ogists made forecasts in a complex work environ- ment that simulated the situation on board ship. The forecasters frequently used two programs tovisualizetheweatherdata:JointMETOCViewer 2.1. Participants (JMV) and a World Wide Web browser. JMV allowsweathermodeldatatobevisualizedinvari- All forecasters were Naval or Marine ous ways: as a still, single image, as a sequence of Corps forecasters and forecasters-in-training. The images showing the same meteorological informa- participants were representative of the range of tion separated by time (e.g., 0,6,12,18,24 h into expertise and training typically found for Naval thefuture)andasananimationwhichconsistedof METOC (METeorological and OCeanographic) forecasters. 2 thesequenceofimagesputintoaloopthatcycled, repetitively,asshowninFigs.2–4.TheWorldWide Two individuals participated in each session, Web browser allows forecasters to view satellite playing the role of local forecasters on the ship. imagesaswellasMETAR(aviationroutineweath- They worked in pairs, with the more experienced er report) and terminal aerodrome forecast (TAF) individual acting as lead forecaster and the less text from various websites. Satellite images could experiencedastechnicianorforecaster-in-training. alsobestaticordynamic. Each forecaster provided talk-aloud protocols It should be noted that information that is dis- (Ericsson & Simon, 1993). The data for this study played by all major meteorological web sites (e.g., consistsoftheutterancesmadebytheexpertfore- FNMOC, NOAA) shows identical information in caster of each of these pairs (N=7), who had an different ways: static pictures, sequences, or ani- averageof11yearsofforecastingexperience.Each matedsequencesofpictures.Soallanimationsthat forecasterhadpreparedover100weatherforecast- a forecaster could look at had the same informa- ing briefs the previous year. tion as their static or sequence counterparts. What most systems do in order to animate meteorologi- 2 All forecasters were men, so male pronouns will be used cal information is to generate the individual con- throughoutthispapertorefertothem. secutive displays and animate them by presenting 316 S.Bogacz,J.G.Trafton/CognitiveSystemsResearch6(2005)312–319 them quickly, as though the user were flipping Table1 throughaflip-chart.Thismethodisusedtodisplay Samplecodingschemeofexternalrepresentations almost all time-sequence meteorological products, Category Example including global weather, local weather and satel- Picture COAMPS/SanDiego/18Z(6p.m.Zulutimeis lite imagery. 6p.m.GreenwichmeantimeorGMT) Sequence NOGAPS/WhidbeyIs./0Z(midnightGMT),6Z (6a.m.GMT),12Z,18Z,24Z 2.4. Procedure Animation Intellicast/Satelliteloop Text PortAngelesMETARtextpage The task was to prepare a written brief for an airplaneflownfromanaircraftcarriertoadestina- tion 12 h in the future (the destination was Whid- displays. Each time the forecaster examined a dis- bey Island, Washington State). The brief was to play, it was coded (see Table 1). covertheentireroundtripandtheforecasterswere Theexternalrepresentationswerecategorizedas asked to provide specific weather information for a picture (a still weather map or satellite image), a departure, en-route, destination and alternate sequence (a sequence of weather maps or satellite airfields. In order to do this, forecasters had to images separated by equal time intervals), an ani- determine detailed qualitative and quantitative mation (the sequence of weather maps or satellite information about the weather conditions. This imagesputintoacontinuouslycyclingloop)ortext taskwasaveryfamiliaronefortheforecasters. (METAR and TAF text reports) (see Figs. 2–4). Each session began with a description of the task by an experienced Navy forecaster, giving 2.5.2. Utterance coding destination, times and other information. Fore- Utteranceswerecategorizedforweather-related casters created briefs using PowerPoint or wrote extractions. Remarks made by the forecaster the information down on paper. The forecaster about goals, military matters or astronomical served as leader during the session, requesting observations were excluded unless they contained information from the technician as needed. information about the weather.In addition, utter- Forecasters were given 2 h to complete their ancesthatwerenotrelatedtoinformationgleaned forecast and brief. Everyone completed the task from displays shown on the forecaster!s screen, within the time allotted. If time allowed, the fore- such as questions that tutored the technician caster presented hisbrief attheend ofthesession. (‘‘Did you interpret it correctly off the TAF?’’) or All sessions were concluded with a debriefing dur- extraneous information (e.g., how to find a NO- ing which the experimenter had an opportunity to GAPS product on the Internet) were also askquestionsandtheparticipantshadanopportu- excluded. Each of the remaining utterances was nity to give feedback to the experimenters. coded for its dynamic content. 2.5. Coding scheme 2.5.3. Dynamic and static utterances Utteranceswerecodedfortheirdynamicorsta- Theforecasters!utterancesweretranscribedand ticcontent.Staticutterancesdescribedtheweather coded, and the external representations they used at one location at a specific time. Dynamic utter- werenotedbyexaminingthesessionsonvideotape ancescapturedchangeacrosstimeorspace.These with an audio soundtrack. included utterances where change was implied rather than specifically stated: For example, ‘‘It!s 2.5.1. Coding of external representations going to be valid after 13:45Z’’ or ‘‘So everything Forecasters used many data sources. Satellite from like 12Z on put a broken on at about 500 images and JMV displays were very commonly feet’’.Bothofthesestatementsaredescribingcon- used,butforecastersalsoexaminedSkew-Ts(tem- ditions for a particular period of time, implying perature profiles at a particular location), ME- that outside that time-frame, conditions change. TAR and TAF text as well as several other Examples can be found in Table 2. S.Bogacz,J.G.Trafton/CognitiveSystemsResearch6(2005)312–319 317 Table2 Samplecodingschemeofstaticanddynamicweatherutterances Category Exampleutterances Static Whidbeyhasaceilingof4500broken Mostlysunnyafternoon,70,75Seattle Dynamic 24hfromnow,definitelyalotofprecipitation movingintothearea There!safrontalsystemapproachingthearea producingprecipitation To ensure reliability of coding, one author coded the entire dataset and the other author Fig.5. Thepercentageofdynamicutterancesandpercentageof coded 25% of it. The two coders agreed 87% of differenttypesofdisplayexamined. thetime:j=.76,p<.001.Disagreementswerere- solved by discussion. Whatispuzzlingaboutthisresultisthatanima- tions were just as available for use as sequences, pictures or text. Does this lack of animation use 3. Results and discussion mean that meteorologists were not thinking dynamically when forecasting? We examined this This section focuses on forecasters! use of ani- questionbylookingatthetypesofutterances(sta- mations and the implications for reasoning in a ticordynamic)thatforecastersmadewhilelooking complexdynamicdomain.Givenachoice,dofore- at different kinds of display. casters use animations? Do dynamic images help forecasters reason about the weather? 3.3. Utterances 3.1. Overview We found that forecasters were thinking dynamically about the weather for a substantial The forecasters looked at an average of 21.4 proportion of the time: 35% of the forecasters! externalrepresentationseach.Theyextractedinfor- utterances were dynamic. Thus forecasters made mationfromtheseexternalrepresentationsanaver- little use of animated images, but talked dynami- ageof5.3timesperrepresentation.Thesenumbers cally about the weather for over a third of the are probably an underestimate of the amount of time. It could be that most of the dynamic utter- informationextractedbecauseutteranceswerenot ances were made while examining the (relatively codedwhentheforecasterwastutoringthetechni- rare) animated images or the (slightly more com- cian,whichhappenedfairlyfrequently. mon) sequences of images. However, Fig. 5 dem- onstrates (see dark bars) that forecasters made 3.2. External representations dynamic utterances constantly, with the rate of production of dynamic utterances being approxi- Forecastershadachoiceofwhatimagetolook mately proportional to display use. So because at. There were four categories: picture, sequence, forecastersdidnotuseanimations,theyalsodirec- animationandtext.Fig.5showshowoften(inper- ted very few dynamic utterances towards them. centages) the forecasters looked at each type of image (see light bars). Notice that forecasters made almost no use of 4. General discussion animations. Instead, forecasters chose to look at pictures(whicharestaticimages)mostofthetime, When expert meteorological forecasters made v2(3)=70.32,p<.001,Bonferroniadjustedv2sig- weather predictions, they examined static rather nificant at p<.001. than animated displays of data. Forecasters 318 S.Bogacz,J.G.Trafton/CognitiveSystemsResearch6(2005)312–319 preferred to use static displays even though there images. If they mentally animated the static dis- were many dynamic displays available and they plays, this would have given them control over knew how to use them. They used the static dis- the mental images they created, enabling them to plays even though they were thinking dynamically ‘‘set in motion’’ any relevant details. It is clear, about the weather. And they produced dynamic however, that not only is it possible for experts to utterances at the same rate as they looked at each extract dynamic information from static displays, type of display. but that it is their preferredmethod of doing so. These results are not surprising if you read the largebodyofliteratureshowingthat,inlaboratory settings,there isverylittleadvantage tousing ani- Acknowledgements mations when they contain the same amount of information as static displays (Byrne et al., 1999; This work was supported in part by Grants Rieber et al., 1990). But technology designers, N00014-00-WX-20844 and N00014-00-WX-40002 whobelievethatanimationsareanimportanttool to Greg Trafton from the Office of Naval Re- inhelpingustounderstandcomplexdomains,will search. We thank the forecasters who participated besurprised.Animationsshouldbebetterthansta- in this study. We also thank Susan Trickett and tic images at describing the weather, because ani- Nick Cassimatis for comments on an earlier draft mations show change over time (e.g., the and four anonymous reviews for comments on a ‘‘Principle of Congruence’’; Tversky et al., 2002). later draft. Isn!t that what forecasters want to know? Ourresearchindicates,however,thatadynamic animationisnotthepreferredmethodofretrieving References dynamic information about the weather. This agrees with other research showing that people Betrancourt, M., & Tversky, B. (2000). Effect of computer do not perform better or learn more when using animationonusers!performance:areview.TravailHumain, adynamicdisplay.Explanationsforthislackofef- 63(4),311–329. fectincludetheideathatanimationsimposeahigh Byrne,M.D.,Catrambone,R.,&Stasko,J.(1999).Evaluating workload(Lowe,2000),alackofknowledgeabout animationsasstudentaidsinlearningcomputeralgorithms. howweintegrateinternalandexternal representa- ComputersandEducation,33(4),253–278. Ericsson, K. A., & Simon, H. A. (1993). Protocol analysis: tions (Scaife & Rogers, 1996), comprehension dif- Verbalreportsasdata.CambridgeMA:MITPress. ficulty (Tversky et al., 2002), difficulty in Hegarty, M., & Sims, V. K. (1994). Individual differences in perceiving (Kaiser et al., 1992) and difficulty in mental animation during mechanical reasoning. Memory use (Betrancourt & Tversky, 2000). andCognition,22(4),411–430. How does an expert forecaster extract that dy- Hoffman, R. R. (1991). 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