NZ-RED requirements research results

Research project: Functionality and usability requirements for a crowdsourcing task interface that supports rich data collection and volunteer participation / A case study: The New Zealand Reading Experience Database

Researcher: Donelle McKinley
Department of Information Studies & Wai-te-ata Press Research Team
Victoria University of Wellington

Completion: Feb 2013

Research problem: The New Zealand Reading Experience Database (NZ-RED) is a crowdsourced history of reading project based on the UK-RED launched in 1996. The purpose of this study is to produce high-level functionality and usability requirements for a NZ-RED task interface that supports volunteer participation and rich data collection, and to determine the extent to which the UK-RED task interface meets these requirements.

Methodology: The case study takes a mixed-methods approach informed by grounded theory. Data was collected from RED project documentation and research, a usability inspection of the UK-RED task interface using evidence-based heuristics developed by Petrie & Power (2012), an online questionnaire of 112 current and potential RED contributors, an examination of recent crowdsourcing projects, and literature on crowdsourcing and human-computer interaction.

Results: This study established seven functionality and usability requirements for a NZ-RED task interface that supports volunteer participation and rich data collection: minimize user effort; support integration of the task with research processes; enable new visitors and contributors to understand what the task involves quickly and easily; support accurate and controlled data entry; be easy to use for people reasonably confident with the Web; support flexible, structured data entry; and support bilingual data entry. The UK-RED task interface partially meets four of the seven requirements.

Implications: Evidence-based requirements that inform project development and evaluation contribute to the social sustainability of crowdsourcing projects driven by academic and cultural heritage institutions. Future research could review the requirements produced by this study and consider their impact on the social sustainability of the NZ-RED and, potentially, World-RED partners. An increase in published requirements documentation could help to inform the requirements activity of other crowdsourcing projects, thereby reducing the time and expertise required. Future research could also investigate the value of studies like this one for other crowdsourcing projects.

NZ-RED requirements research

Research project: Functionality and usability requirements for a crowdsourcing task interface that supports rich data collection and volunteer participation / A case study: The New Zealand Reading Experience Database

Researcher: Donelle McKinley
Department of Information Studies & Wai-te-ata Press Research Team
Victoria University of Wellington

Completion: Feb 2013

Background

Crowdsourcing is “an umbrella term for a highly varied group of approaches” to outsourcing tasks traditionally performed by specific individuals to a group of people or community through an open call (Howe, 2009, p. 280). More specifically, it has been described as “harnessing online activity to aid in large-scale projects that require human cognition” (Terras, 2012, p. 175). Increasingly, academic researchers and collecting institutions are crowdsourcing to create and enhance online collections and resources more cost-effectively, enable research, and engage the wider community. Projects that invite volunteers to participate in relatively complex tasks, such as manuscript transcription, text encoding, and data collection, rely heavily on task interfaces that capture sufficiently rich information for future research, and support ease of contribution and sustained participation. In this context, requirements are the needs that a task interface must satisfy to provide value to its stakeholders, who include the target research community, other resource users, and resource contributors (Rogers, Sharp, & Preece, 2011, p. 349). Requirements are the outcome of the requirements activity, which aims to:

  • Understand the users, their activities, and the context of that activity, so that the system under development can support them in achieving their goals
  • Produce a set of stable requirements that form a sound basis to start designing and inviting user feedback (Rogers et al., 2011, pp. 352–353).

While the design of crowdsourcing task interfaces is often influenced by projects that have preceded them, design guidelines “must be tailored for and validated against unique requirements” (Mayhew & Follansbee, 2012, p. 946). For this reason, this research takes a case study approach, focusing on one academic research project in development: the New Zealand Reading Experience Database (NZ-RED). Wai-te-ata Press, Victoria University of Wellington is one of four international partners collaborating on a World Reading Experience Database (World-RED) with the Open University, UK. Based on the UK project launched in 1996, the NZ-RED will collect reading experiences of New Zealanders from the nineteenth century to the present day. Volunteers will be invited to identify instances of reading in diaries, letters, biographies and memoirs, from private collections, libraries and archives, and contribute their discoveries to the online database. Collecting data about what, where, when and how people read will enable patterns to emerge, and new research questions about the history of reading to be explored (Crone, Hammond, & Towheed, 2011; Crump, 1995; Eliot, 1996; Halsey, 2008; Liebich, 2012, p. 5; Towheed, Crone, & Halsey, 2011).

Purpose of the study

Like the REDs being developed in Australia, Canada, and the Netherlands, work on the NZ-RED to date has been based on the UK-RED template. The UK-RED task interface is a one-page online form with six compulsory and thirteen optional sub-sections. Only previous versions of this form have been subjected to limited usability testing, which raises the question, “How effectively and efficiently does the task interface support rich data collection and volunteer participation?”. The purpose of this study is to investigate the suitability of the UK-RED task interface template for the NZ-RED, and produce functionality and usability requirements for a NZ-RED task interface prototype, which will be developed in the next stage of the project. The requirements produced by this study will also be of value to the UK-RED project team, who are investigating a revised RED model, and World-RED project partners, who are in the early stages of development.

Research questions

To answer the main research question “What are the functionality and usability requirements for a NZ-RED task interface that supports rich data collection and volunteer participation?”, the requirements activity will be driven by three key research questions:

  1. What are the needs and objectives of RED contributors?
  2. How efficiently and effectively does the UK-RED task interface support rich data collection and volunteer participation?
  3. What are some alternative approaches to task interface design that might better support rich data collection and volunteer participation?

Significance of the study

For collecting institutions, crowdsourcing “can continue a long standing tradition of volunteerism and involvement of citizens in the creation and continued development of public goods” (Owens, 2012). For academic researchers, this can extend to digital resources that support research and interpretation methods such as data visualisation, data mining and computational analysis. As Oomen and Aroyo (2011, p. 139) point out, not only can these new forms of collections usage lead to a deeper level of involvement with the collections, but these initiatives will also be of growing importance from a managerial and public relations perspective, as funding of many heritage organizations is based on their societal impact. For Humanities scholars in particular, “social research models offer one way to show relevance through involving a larger community”, at a time when Humanities’ “social contract with society is being challenged” (Rockwell, 2012, p. 151). However, research that focuses on volunteer task interface requirements is extremely limited. Accurate, unambiguous and verifiable requirements are important, as misconceptions about target users can result in an inappropriately designed user experience (IEEE, 1998; Mayhew & Follansbee, 2012, p. 952). For projects reliant on sufficient volunteer contributions, this could seriously impact on the success of the project. This study will begin to address this gap in the literature with a view to contributing to the strategic planning, development and evaluation of crowdsourced projects.

References

Crone, R., Hammond, M., & Towheed, S. (2011). The Reading Experience Database 1450-1945 (RED). In S. Towheed, R. Crone, & K. Halsey (Eds.), The History of Reading: A Reader (pp. 427–436). London and New York: Routledge.

Crump, M. J. (1995). The reading experience database. Library Review, 44(6), 28–29.

Eliot, S. (1996). The Reading Experience Database: Problems and possibilities. Publishing History, 39, 87–97.

Halsey, K. (2008). Reading the evidence of reading: An introduction to the Reading Experience Database, 1450-1945. Popular Narrative Media, 1(2), 123–137.

Howe, J. (2009). Crowdsourcing: why the power of the crowd is driving the future of business. New York: Three Rivers Press.

IEEE. (1998). IEEE Recommended Practice for Software Requirements Specifications. New York: Institute of Electrical and Electronics Engineers, Inc. Retrieved from http://www.math.uaa.alaska.edu/~afkjm/cs401/IEEE830.pdf

Liebich, S. (2012). Connected Readers: Reading Practices and Communities Across the British Empire c.1890-1930 (PhD). Victoria University of Wellington, Wellington, New Zealand.

Mayhew, D. J., & Follansbee, T. J. (2012). User Experience Requirements Analysis within the Usability Engineering Lifecycle. In J. A. Jacko (ed.), The human-computer interaction handbook : fundamentals, evolving technologies, and emerging applications (pp. 945–953). Boca Raton, FL: CRC Press.

Oomen, J., & Aroyo, L. (2011). Crowdsourcing in the cultural heritage domain: opportunities and challenges. In C&T  ’11 Proceedings of the 5th International Conference on Communities and Technologies. (pp. 138–149). doi:10.1145/2103354.2103373

Owens, T. (2012, May 20). The Crowd and The Library [Weblog post]. Retrieved from http://www.trevorowens.org/2012/05/the-crowd-and-the-library/

Rockwell, G. (2012). Crowdsourcing the Humanities: Social Research and Collaboration. In M. Deegan & W. McCarty (Eds.), Collaborative Research in the Digital Humanities (pp. 135–154). Farnham: Ashgate.

Rogers, Y., Sharp, H., & Preece, J. (2011). Establishing requirements. In Interaction Design: Beyond Human-Computer Interaction (pp. 352–388). Chichester, West Sussex: Wiley. Retrieved from http://books.google.co.nz/books?id=b-v_6BeCwwQC&printsec=frontcover&source=gbs_ViewAPI&redir_esc=y#v=onepage&q&f=false

Terras, M. (2012). Present, Not Voting: Digital Humanities in the Panopticon. In D. Berry (Ed.), Understanding Digital Humanities (pp. 172–190). Hampshire, UK: Palgrave Macmillan. Retrieved from http://www.palgrave.com/products/title.aspx?pid=493310

Towheed, S., Crone, R., & Halsey, K. (Eds.). (2011). The History of Reading. London: Routledge.