Lesson 7: Evaluating GISystems

Lesson 7: Evaluating GISystems jib18

Lesson Overview

Lesson Overview cjr19

In this module, you be developing methods to evaluate your GIS system through heuristic examinations, focus groups, card sorting, and tabletop exercises. Additionally, you will develop specific heuristic examination methodology based on methods that best suits your geospatial design.

You will also be developing a cost-benefit analysis that outlines the specific monetary costs of developing, implementing, and maintaining your geospatial system. This will require researching the costs of your system as well as understanding the monetary benefits that your proposed geospatial design will provide over the current system in use.

Finally, you will develop a Gantt chart to visualize the timeline for development, implementation, evaluation, and maintenance. Usually, a GIS design will require a minimum of 6 months, but depending on the complexity of your system, it may take much more.

Overall, evaluation, cost/benefit, and maintenance are very important components of your project since the stakeholders will be most interested in knowing how much they are requested to fund as well as how long it will take for the final project to be beta tested.

Objectives

At the successful completion of this lesson, students should be able to:

  1. Develop and describe the heuristic evaluation methods that will be implemented for usability testing
  2. Develop a table outlining the monetary costs and benefits the geospatial design
  3. Describe and justify the costs, including why they are necessary for the final geospatial output
  4. Create a Gantt chart showing the timeline for all the tasks within the development, implementation, maintenance, and evaluation of the geospatial design.
Step Activity Direction
1 Work through Module 7 You are in the Lesson 7 online content right now. Be sure to carefully read through the online lesson material.
2 Assignment

Complete the Assignment:

  1. Develop and describe heuristic evaluation methods
  2. Develop a table of cost/benefit analysis
  3. Justify the costs of the geospatial design
  4. Create a Gantt chart
3 Technology Discussion  Complete the ESRI Academy Deep Learning Training

Evaluating Geospatial Designs

Evaluating Geospatial Designs cjr19

A project design incorporates evaluation frequently, leading to iterative updates and changes to the design. Throughout the process, you have implemented the needs assessment and the cognitive walkthrough for evaluation. This week, you are incorporating the last type of evaluation: usability testing and heuristic evaluations. Therefore, you can see that evaluation is iterative and continues throughout the entire design process.

Flowchart showing evaluation stages: Needs Assessment, Concept Development, Prototype, Cognitive Walkthrough, Implementation, Usability Testing and Heuristic Evaluations.
Figure 1: Sequence of steps for designing and evaluating a geospatial design.
Credit: Brandi Gaertner © Penn State is licensed under CC BY-NC-SA 4.0

What is Evaluation?

Evaluation is typically categorized into two broad areas: formative evaluation and summative evaluation. Formative evaluations focus on developing and refining designs. Summative evaluations compare an implemented system to an alternative system with the goal of measuring differences in performance or user satisfaction between the two systems. Quite often, formative evaluations happen in the early/middle stages of a design exercise and summative evaluations take place toward the end when a system has been implemented.

Common methods used in both types of evaluation include:

  • Heuristic examinations - measure user responses to the system based on a set of common system design criteria
  • Surveys - use open or closed-ended questions to identify system needs or areas for improvement
  • Focus groups - involve group discussion of design options, user experiences, or other topics to inform or critique a design
  • Interviews - make use of one-on-one questioning with users or customers to explore design options or gather feedback on tools
  • Card-sorting - is an activity in which users organize system tools/functions using paper cards to suggest interface organization
  • Expert evaluation - has system design and usability experts critique designs, prototypes, or final systems
  • Field & Tabletop Exercises - put the system through a "test run" using realistic data, scenarios, and tasks
  • Cost-Benefit Analysis - uses metrics to measure the costs of developing/using a system versus the benefits associated with its products

Formal vs. Informal Evaluation

A distinction used quite often is to characterize evaluation efforts as formal or informal depending on the degree to which the evaluation activity makes use of rigorous methods to ensure unbiased participants, sound methodology, and careful analysis of results. An informal evaluation might make use of a few of your coworkers to look over a prototype design, while a formal evaluation could involve a dozen real end-users who complete a realistic exercise using the new GISystem and complete a post-activity interview and survey to gather structured and unstructured feedback.

Usability Testing

Usability Testing cjr19

Usability testing evaluates the users' ability to learn and operate the geospatial design, limit user error, appeal to user aesthetics, and adhere to accessibility requirements. The Ansyah, 2023 article outlines several usability testing methods, which I will briefly describe below. However, you will also be required to read the article to develop a more detailed background on how to implement the different usability testing methods.

Evaluation Criteria

When considering the criteria to include in a usability study, you may want to consider the different elements of a geospatial design (see Schulz, 2021 from module 2):

  1. Basemap Quality
  2. Cartography
  3. UX/UI
  4. Mobile Design Conventions
  5. Usability
  6. Location Based Services
  7. User Tasks
  8. Functionality
  9. Navigability
  10. Accessibility

GOMS (Goals, Operators, Methods, and Selection rules)

A population approach for evaluating human-computer interaction (HCI), and evaluating the ability of a user to complete a task is the GOMS usability testing method. This is very similar to a cognitive walkthrough, but with the finalized version of a design instead of the prototype. The results of the GOMS testing will provide information on the completion rate of each task and/or the time to completion for each task, therefore providing valuable information on the navigability and usability of the design.

The example below is extracted from Ansyah, 2023 and shows a GOMS usability testing sheet, with the “Goals” and “methods”, which describes the tasks the users will complete as well as the steps the user needs to take to complete that task.

GOMS task scenario table showing goals and methods for three tasks: finding a cafe, sharing a location, and adding a stop to a route.

The GOMS usability testing approach.

GOMS Task Scenario
NoGoalsActionMethods
Task 1. Find a cafe
1.1Search for a locationTapTap search column
1.2Search for a locationTypingType keyword
1.3Search for a locationTapTap search button
1.4Read search resultsScrollScroll screen to view search results
1.5Confirm the specified locationTapTap the specified location
Task 2. Share a location of Gubeng Station with a friend
2.1Confirm the specified locationTapTap the specified location
2.2Share to the specified appTapTap share button
2.3Share to the specified appSwipeSwipe to find the app to share the location
2.4Confirm the app to share the locationTapTap the app button
Task 3. Add Stop to the current route
3.1Find the Add Stop menuTapTap additional options menu button
3.2Find the Add Stop menuTapTap menu add stop
3.3Find the Add Stop menuTapTap the searched location in the search results
3.4Search the specified locationTapTap search column
3.5Search the specified locationTypingType keyword
3.6Search the specified locationTapTap search button
Credit: Ansyah, A. S. S., Masruri, M. Z., & Rochimah, S. (2023, October). Usability Testing of User Experience and User Interface Design on Mobile Map Applications: A Comparative Study of User Perception and Interaction. In 2023 14th International Conference on IEEE

System Usability Study

This type of usability testing focuses on “effectiveness and efficiency” and relies on a Likert scale (answers ranging from 1 to 5, with 1 indicating strongly disagree and 5 indicating strongly agree). The total sum of scores from the Likert scale answers can indicate if users thought the geospatial design was effective and efficient.

You can design a system usability test that includes 10 more questions regarding the specific details of your design including the navigability, aesthetics, accessibility, user error, and/or additional elements that would help with understanding your users' evaluation.

 
RequirementStrongly Disagree
(1)
Disagree
(2)
Neutral
(3)
Agree
(4)
Strongly Agree
(5)
I like the colors used for the geospatial design12345
I found it difficult how to go back to the home page12345
I found it difficult to log in12345
The map elements are necessary12345

A/B Testing

A/B testing is a “split testing” method that is useful in comparing two different systems, and requires deploying two different versions of the system to your users and gathering feedback about the usability of both systems, to determine which is most efficient. 

One method for A/B usability testing is to provide two images (one for each of the versions) and asking the users specific questions about the aesthetic appeal, navigability, accessibility, and operability of both versions.

A/B usability testing can also be on a likert scale from 1 to 5, with 1 as strongly disagree and 5 as strongly agree

References:

Cost Benefit Analysis

Cost Benefit Analysis cjr19

A cost benefit analysis should show the total monetary costs of each component of the design, as well as the monetary benefits the design would provide over either not having the design and/or in comparison to another design that currently exists.

The goal of your geospatial project proposal is to “pitch” it to a stakeholder to request approval to move forward on it development and, hopefully, request and gain funding for the project. The stakeholders will be very interested to know how much the design will cost them. By providing specific details and explanation on the costs of the system, you’re also proving your understanding and knowledge of the system, therefore “proving” to the stakeholder that you are capability of managing the project and the design.

Therefore, the cost benefit analysis is a very important component of your project. Read Babinski, 2012 for an example on how to construct a cost benefit table.

References:

Gantt Charts for Project Management

Gantt Charts for Project Management cjr19

Gantt charts are an easy method to visualize to your users and stakeholders the timeline for development, implementation, maintenance, and evaluation of your system. An effective Gantt chart should include all of the different steps of creating your design through beta testing the finalized result.

An effective Gantt chart should show all the different steps for designing the geospatial design. The project proposal you’ve outlined in this term project is the “planning” stage of your GIS design. The next stage(s) are developing the design and evaluating the final version (which is an iterative process). Consider steps that a GIS analyst would implement including setting up the workstation, buying the appropriate licenses/computer hardware (if necessary), accessing and analyzing the data, conducting a needs assessment/cognitive walkthrough, developing the geospatial software (whether that includes from a low/no code option or from an open source may require more time/steps), performing the usability testing, beta testing, and maintenance. You may have many more steps for your project, considering the entire life cycle of developing a Geospatial Design.

There are several different methods for developing a Gantt chart.

Gantt Chart in Excel

From the website above (click “Gantt Chart in Excel”) for creating a Gantt chart in Excel, you can expect to create a Gantt chart as displayed below. However, your Gantt chart should have more specific details (e.g. instead of four tasks, you should have at least 10 – depending on the complexity of your project). You may also consider incorporating specific “quarters” for your development.

Horizontal bar chart with categories Development, Implementation, Maintenance, and Evaluation with varying bar lengths.
A very brief example Gantt chart for visualizing the four stages of geospatial design.
Credit: Brandi Gaertner © Penn State is licensed under CC BY-NC-SA 4.0

Gantt Chart in R programming Language

Using the detailed step-by-step explanation above, you can produce a much more customizable Gantt chart with the same data in the R programming language using ggplot and tidyverse. (Link Above: click “Gantt chart in R Programming Language”).

Below is an example of the Gantt chart you can create, which has different “stages” of design, specific dates, different tasks, and an additional detail of completed versus not yet done.

Gantt chart depicting project tasks from October 15th to October 31st, with completed tasks marked in dark gray and pending tasks in light gray.
A detailed example of a Gantt chart that can be created in R programming language that offers customization for dates, tasks, and completion.
Credit: Community Contribution Gantt Chart by Joyce Robbins is licensed under GNU General Public License. Accessed Dec. 2, 2024.

Charts in Python

Depending on your fluency with python, you can create a Gantt chart using MatPlotLib (link above: Click “Gantt Charts in Python”), which offers similar customization as R including dates, project tasks, and additional details of completed/Not Yet Completed.

The example below shows different tasks broken down by “team”; however, you can easily break it down by “Completed” and “Not Yet Completed”. You can add additional details if you are comfortable with Python and/or interested in providing detail on your chart.

Gantt chart titled "Project Management Schedule of Project X" showing tasks with color-coded bars for R&D, Accounting, Sales, and IT.
A detailed example of a Gantt chart produced using MatPlotLib in Python. Screen capture by Brandi Gaertner
Credit: Kosourova ElenaHow to Make a Gantt Chart in Python with Matplotlib.” datacamp. November 16, 2022.

Lesson 7 Reading Assignment

Lesson 7 Reading Assignment cjr19

The lesson 7 readings focus on usability testing and the cost benefit analysis. Both are very important components of your analysis, since they provide information on the usability of design, as well as valuable information to stakeholders on the costs of the system.

Read

Schulz, M., Huiber, J., & Bandrova, T. (2021, December). A set of criteria for evaluating map application design in a mobile environment. In Proceedings of the ICA (Vol. 4, pp. 1-8). Copernicus GmbH.

Think About:

This article provides information on the different elements that should be included in a usability study including cartography, UI/UX, Mobile Design Conventions, usability, and functionality, among others. While you are reading, consider which design elements will be important for your usability testing, and how you will assess your users.

Read

Ansyah, A. S. S., Masruri, M. Z., & Rochimah, S. (2023, October). Usability Testing of User Experience and User Interface Design on Mobile Map Applications: A Comparative Study of User Perception and Interaction. In 2023 14th International Conference on IEEE

Think About:

This article focuses on the different usability testing methods to gather information on the operability, navigability, accessibility, usability, and other metrics of your system. It requires developing a set of questions for your users to answer, which provides metrics to evaluate the system. Some of the information is provided in the module content, but the article provides specific examples and more detailed explanations that will be valuable for your own design. While you’re reading, think about which usability method will be most applicable for your design and what questions you can consider asking your users.

Read

Babinski, G., Fumia, D., Reynolds, T., Singh, P., Scott, T., & Zerbe, R. (2012). An Analysis of Benefits from Use of Geographic Information Systems by King County, Washington. Richard Zerbe and Associates.

Think About:

This article discusses the methods for developing a cost/benefit analysis, and shows an effective table for visualizing the cost benefit analysis. While you are reading, think about how you will research the monetary costs of your geospatial design, and consider the costs of not having the design and/or having a current (less efficient) design.

Term Project: Evaluation

Term Project: Evaluation cjr19

Once you have created a GISystem, it is time to evaluate the effectiveness of the system and how well it meets user needs. You have several evaluation methods depending on your GISystem Design, your users, and the needs requirements. It is important to frequently evaluate your system as an iterative approach to GISystem maintenance. 

A critical decision point occurs after a conceptual design has been created, and before detailed design is initiated. Here, supervisor or client approval are required for a commitment in money, staff, effort, and potential business disruption. All organizations will make such commitments when expecting payoff to justify the effort. Such justification begins with assigning a value to the benefits and the costs of acquiring the capability. This often leads to what has become known as a benefit–cost analysis or economic analysis.

The Future Work section summarizes principal technical and non-technical features of the product. Unresolved issues should be highlighted at this time. Future work is outlined in an anticipated work schedule with milestones for the next phase of the project. Here is where you ask for approvals or authorizations for project continuation.

This week, you will be justifying your cost/benefit analysis, elucidating future work, and discussing your evaluation methods with the following:

  1. Develop and describe heuristic evaluation methods that will be implemented for usability testing
  2. Develop a table outlining the monetary costs and benefits the geospatial design
  3. Describe and justify the costs, including why they are necessary for the final geospatial output
  4. Create a Gantt chart showing the timeline for development, implementation, maintenance, and evaluation.

Once you are ready, move on to the  Lesson 7 Term Project: Evaluation

Technology: Deep Learning

Technology: Deep Learning cjr19

This week, and the remaining modules, will focus on geospatial technology “trends” or current new and developing technologies. One of the most discussed current geospatial field is GeoAI, which of course encompasses many different tools, methods, models, datasets, and more. However, one well known GeoAI method is Deep Learning, which at the most basic, uses 1000s of images to “train” a model to automate the detection of an object. Deep learning has been used in a variety of disciplines and continues to be implemented in new and innovative ways.

Deep learning has been used to detect graffiti on building facades using street view images, extracted from OpenStreetMap, which can then be used to automatically classify and identify buildings in need of repair. For example, in the screenshot extracted from Novack et al, 2020 below, graffiti has automatically been converted to a ranked discrete shapefile.

A map with highlighted facades and three photos of murals on building walls, with numerical details.
Example of deep learning used for automating detecting of graffiti (Figure 7).
Novack, T., Vorbeck, L., Lorei, H., & Zipf, A. (2020). Towards detecting building facades with graffiti artwork based on street view images. ISPRS International Journal of Geo-Information, 9(2), 98.

Although many examples exist, deep learning has also been used to automate detection of solar panel installations, which are automatically digitized and converted to discrete file systems for sharing and analysis. 

Aerial collage of urban areas with red-highlighted rooftops and potential solar panel grids.
Figure of deep learning used to automate detection of solar voltaic installations.
Kausika, B. B., Nijmeijer, D., Reimerink, I., Brouwer, P., & Liem, V. (2021). GeoAI for detection of solar photovoltaic installations in the Netherlands. Energy and AI, 6, 100111.

References: