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Faculty of Engineering and Technology
Department of Architectural Engineering
ARC 323 : Human Studies in
Architecture
Fall 2018
Dr. Yasser Mahgoub
Lecture 5 - Research Methods 1
Research Methods
1. Observing Physical Traces
2. Observing Environmental Behavior
3. Focused Interviews
4. Standardized Questionnaires
5. Games
Research Methods
Observing Physical Traces
Research Methods:
Observing Physical Traces
• Observing physical traces means systematically looking at physical
surroundings to find reflections of previous activity not produced in order
to be measured by researchers.
• Traces may have been unconsciously left behind (for example, paths
across a field), or they may be conscious changes people have made in
their surroundings (for example, a curtain hung over an open doorway or
a new wall built).
• From such traces researchers begin to infer how an environment got to
be the way it is, what decisions its designers and builders made about the
place, how people actually use it, how they feel toward their
surroundings, and generally how that particular environment meets the
needs of its users.
• Example of the use of this method: Sommer’s observation of furniture
placement in a mental hospital ward and corridor (1969).
• Qualities of the Method
• Unobtrusive
• Observing physical traces is an unobtrusive method. It does not
influence the behavior that cause the trace. Unobtrusiveness is
particularly valuable when gathering data about which respondents are
sensitive or when respondents have a stake in a certain answer.
• Durable
• Many traces have the advantage for researchers that they do not quickly
disappear. Investigators can return to a research site for more
observations or counting and can document traces with photographs r
drawings. Earlier traces can encourage later ones.
• Easy
• Physical-trace observation is generally inexpensive and quick to yield
interesting information.
Research Methods:
Observing Physical Traces
• Recording Devices
• Annotated Diagrams
• Recording traces verbally
and diagrammatically
requires little preparation
and no skill. Agreement
among researchers on a set
of standard symbols will
increase comparability of
the data within a project.
Research Methods:
Observing Physical Traces
Research Methods:
Observing Physical Traces
• Recording Devices
• Annotated Diagrams
• Recording Devices
• Drawings
• Sketches of traces and drawings can be extremely useful in final reports.
• Photographs
• It is generally valuable to document both easily photographed outdoor
traces and indoor traces. Consideration should be given to research
requirements and respondents’ sensitivity.
• Black and white photos - color photos - color slides.
• Counting
• Certain traces yield their full value only when their quantity is taken into
account.
• Each way of recording traces catches another dimension of the trace and
provides researchers with new data.
Research Methods:
Observing Physical Traces
• What to look for?
– By-products of use
• Erosions
• Use can wear away parts of the environment:
grass is trampled where people walk from one
place to another.
• Leftovers
• Physical objects as the result of some activities
get left behind. Leftovers may indicate activities
that have been planned for and unplanned for.
Leftovers help to locate: (1) places that
accommodated planned-for activities, (2) places
that only partly accommodate expected
activities, and that are used in unanticipated
ways.
Research Methods:
Observing Physical Traces
• What to look for?
– Missing Traces
• Erosions and leftovers in settings tell us
about what people do. When we see neither
of these, or even very few such traces, it tells
us about what people do not do.
Research Methods:
Observing Physical Traces
• Adaptation for Use
• When some people find that their physical environment does not
accommodate something they want to do, they change it.
• No matter what the original designer wants or expects, people who
use environments redesign them.
• Adaptive traces are significant for designers because they are direct
manifestations of design by users.
• People change settings to better support activities: to facilitate
and sustain them.
Research Methods:
Observing Physical Traces
• Adaptation for Use
• Props
• When users add things to or remove
things from a setting, they create new
opportunities for activity.
• Separations
• Changes may separate spaces formerly
together, increasing such qualities as
privacy, control, and darkness or more
sharply dividing territories. Separations
can be particularly informative about side
effects of design decisions.
Research Methods:
Observing Physical Traces
• Adaptation for Use
• Connections
• Physical adaptations for use may
connect two places, enabling people to
interact in new ways. Connections can
indicate that the original designer
overlooked a common behavior that
requires being able to move, see, hear,
or talk between one space and another
or that such activity developed since
that place was designed.
Research Methods:
Observing Physical Traces
• Displays of Self
• People change environments to put their stamps on them - to say “This is
mine and it says something about me.” Displays of self may be directed
toward other people, but just as often the changes mean something
mainly to the person who makes them.
Research Methods:
Observing Physical Traces
• Displays of Self
• Personalization
• People use environments to express
their uniqueness and individuality.
By observing how parts of the
environment are useful as display
cases, you can improve your ability
to design environments that provide
opportunities for displays of self.
Research Methods:
Observing Physical Traces
• Displays of Self
• Identification
• People use their environments to enable
others to identify them more easily.
• Group Membership
• In addition to displaying their individuality,
people also display their membership in
formal groups and organizations: religious,
academic, political, ethnic, cultural,
professional. Group-membership signs are
often carried around on more mobile
display cases: car bumpers, jackets with
emblems, T-shirts.
Research Methods:
Observing Physical Traces
• Public Messages
• Physical environments can be used
to communicate to the public at
large. Most, but not all, public
messages appear in public places.
• Official
• Official public messages usually
appear in environments designed for
that purpose. Names of commercial
establishments, advertisement signs,
street names, and traffic signs are
examples of official messages.
Research Methods:
Observing Physical Traces
• Public Messages
• Unofficial
• Individuals and groups also communicate
publicly by means of settings not designed
specifically for that purpose. Unofficial
messages usually announce short-term events
and are often accepted and even expected on
surfaces in public places.
• Illegitimate
• Messages to the general public which are not
planned for and which are considered by many
to be illegitimate uses of public environments.
The most frequent example of illegitimate
public messages is graffiti.
Research Methods:
Observing Physical Traces
• Context
• When looking at physical traces, researchers must keep in mind that they
are trying to look beyond the trace itself to understand a larger picture.
That larger picture can emerge only if you see the context of what you
observe.
Research Methods:
Observing Physical Traces
Research Methods:
Observing Environmental Behavior
• Observing behavior means systematically watching people use their
environments: individuals, pairs of people, small groups, and large groups.
– What do they do?
– How do activities relate to one another spatially?
– How do spatial relations affect participants?
– How does a physical environment support or interfere with behaviors taking
place within it?
– What side effects does the setting have on relationships between individuals or
groups?
Research Methods:
Observing Environmental Behavior
• Observing behavior in physical settings generates data about
– people's activities and the relationships needed to sustain them; about
– regularities of behavior; about
– expected uses, new uses, and misuses of a place; and about
– behavioral opportunities and constraints that environments provide.
Research Methods:
Observing Environmental Behavior
• Qualities of the Method
• Empathetic
• Researchers observing people soon get a feeling for the character of a
situation. Observers may assume that the way they personally feel in a
situation is the way everyone else feels. They also run the risk of
overlooking differences between people, unless they formulate their
feelings into testable hypothesis.
• Direct
• Respondents often hesitate to report that they break formal rules. People
also tend not to report to interviewers activity they think is trivial and
therefore not worth reporting.
Research Methods:
Observing Environmental Behavior
• Qualities of the Method
• Dynamic
• As you look at people doing things, what you see changes: activities affect
other activities. The role of time in the life of an environment is important.
In complex situations observers begin to get a sense of chain reactions; the
effects of effects. When you observe behavior, you soon become aware of
repetitive activities in identifiable places.
Research Methods:
Observing Environmental Behavior
• Qualities of the Method
– Reflective
• To look carefully at events, observers continually question:
– whether they see the whole event,
– whether they see all the participants, and
– whether something significant has been missed.
• Writing down predictions and test also helps observers avoid the trap of
thinking that false starts have really been well tested and enables them to
review their own work later with a clearer mind.
Research Methods:
Observing Environmental Behavior
• Qualities of the Method
• Variable Intrusive
• Researchers have to decide how far they will intrude and from what social
and physical vantage point they want to participate in observed events.
Observers can choose to be outsiders or participant observers in any
situation.
• Observers’ Vantage Points
 Secret Outsider
 Recognized Outsider
 Marginal Participant
 Full Participant
Research Methods:
Observing Environmental Behavior
• Recording Devices
• Notation
• Notation is the recording of behavior in verbal and diagrammatic notes. It
demands that observers decide what to describe and what to overlook on
the spot.
Research Methods:
Observing Environmental Behavior
• Recording Devices
• Precoded Checklists
• Descriptive notes (qualitative observations) can be used to develop a
precoded checklist for counting. For each activity on a checklist, observers
record characteristics of participants (alone or in group), place, time, and
other relevant conditions, such as the weather.
Research Methods:
Observing Environmental Behavior
• Recording Devices
• Maps
• Recording activities on floor plans,
diagrams, or maps is particularly
convenient if researchers want to observe
and analyze several people in one general
area at the same time. Maps are also
useful to record sequences of behavior in
settings where people have a choice of
several paths.
Research Methods:
Observing Environmental Behavior
• Recording Devices
• Photographs
• Still photographs can capture subtleties that other methods may not record.
Photographs are useful throughout a research project because of their
illustrative quality.
• Videotapes and Movies
• Whenever time is a significant element, motion photography - videotape or
movies - ought to be considered.
Research Methods:
Observing Environmental Behavior
• What to Observe?
• Designers make places for people to do things in - either alone or
together with other people. A structure for looking at environmental
behavior useful to designers results in data to help physical designers
make decisions that improve places for people.
• The better information designers have about how the people they
design for behave in physical settings and how those people relate to
or exclude other people, the better they can control the behavioral
side effects of the design decisions they make.
• Designers must also know how the context of observed activities
affect the activities, because in different sociocultural and physical
settings the same behavior can have different design implications.
Research Methods:
Observing Environmental Behavior
• What to Observe?
– Elements of Observation
• Who is Actor
• doing what Act
• with whom? Significant Other
• In what relationship, Relationships (aural, visual, tactile, olfactory,
symbolic)
• in what context, Sociocultural Context (situation, culture)
• and where? Physical Setting (props, spatial relations)
Research Methods:
Observing Environmental Behavior
• What to Observe?
Research Methods:
Observing Environmental Behavior
• What to Observe?
Research Methods:
Observing Environmental Behavior
End

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Research Methods: Observing Physical Traces

  • 1. Faculty of Engineering and Technology Department of Architectural Engineering ARC 323 : Human Studies in Architecture Fall 2018 Dr. Yasser Mahgoub Lecture 5 - Research Methods 1
  • 2. Research Methods 1. Observing Physical Traces 2. Observing Environmental Behavior 3. Focused Interviews 4. Standardized Questionnaires 5. Games
  • 4. Research Methods: Observing Physical Traces • Observing physical traces means systematically looking at physical surroundings to find reflections of previous activity not produced in order to be measured by researchers. • Traces may have been unconsciously left behind (for example, paths across a field), or they may be conscious changes people have made in their surroundings (for example, a curtain hung over an open doorway or a new wall built). • From such traces researchers begin to infer how an environment got to be the way it is, what decisions its designers and builders made about the place, how people actually use it, how they feel toward their surroundings, and generally how that particular environment meets the needs of its users. • Example of the use of this method: Sommer’s observation of furniture placement in a mental hospital ward and corridor (1969).
  • 5. • Qualities of the Method • Unobtrusive • Observing physical traces is an unobtrusive method. It does not influence the behavior that cause the trace. Unobtrusiveness is particularly valuable when gathering data about which respondents are sensitive or when respondents have a stake in a certain answer. • Durable • Many traces have the advantage for researchers that they do not quickly disappear. Investigators can return to a research site for more observations or counting and can document traces with photographs r drawings. Earlier traces can encourage later ones. • Easy • Physical-trace observation is generally inexpensive and quick to yield interesting information. Research Methods: Observing Physical Traces
  • 6. • Recording Devices • Annotated Diagrams • Recording traces verbally and diagrammatically requires little preparation and no skill. Agreement among researchers on a set of standard symbols will increase comparability of the data within a project. Research Methods: Observing Physical Traces
  • 7. Research Methods: Observing Physical Traces • Recording Devices • Annotated Diagrams
  • 8. • Recording Devices • Drawings • Sketches of traces and drawings can be extremely useful in final reports. • Photographs • It is generally valuable to document both easily photographed outdoor traces and indoor traces. Consideration should be given to research requirements and respondents’ sensitivity. • Black and white photos - color photos - color slides. • Counting • Certain traces yield their full value only when their quantity is taken into account. • Each way of recording traces catches another dimension of the trace and provides researchers with new data. Research Methods: Observing Physical Traces
  • 9. • What to look for? – By-products of use • Erosions • Use can wear away parts of the environment: grass is trampled where people walk from one place to another. • Leftovers • Physical objects as the result of some activities get left behind. Leftovers may indicate activities that have been planned for and unplanned for. Leftovers help to locate: (1) places that accommodated planned-for activities, (2) places that only partly accommodate expected activities, and that are used in unanticipated ways. Research Methods: Observing Physical Traces
  • 10. • What to look for? – Missing Traces • Erosions and leftovers in settings tell us about what people do. When we see neither of these, or even very few such traces, it tells us about what people do not do. Research Methods: Observing Physical Traces
  • 11. • Adaptation for Use • When some people find that their physical environment does not accommodate something they want to do, they change it. • No matter what the original designer wants or expects, people who use environments redesign them. • Adaptive traces are significant for designers because they are direct manifestations of design by users. • People change settings to better support activities: to facilitate and sustain them. Research Methods: Observing Physical Traces
  • 12. • Adaptation for Use • Props • When users add things to or remove things from a setting, they create new opportunities for activity. • Separations • Changes may separate spaces formerly together, increasing such qualities as privacy, control, and darkness or more sharply dividing territories. Separations can be particularly informative about side effects of design decisions. Research Methods: Observing Physical Traces
  • 13. • Adaptation for Use • Connections • Physical adaptations for use may connect two places, enabling people to interact in new ways. Connections can indicate that the original designer overlooked a common behavior that requires being able to move, see, hear, or talk between one space and another or that such activity developed since that place was designed. Research Methods: Observing Physical Traces
  • 14. • Displays of Self • People change environments to put their stamps on them - to say “This is mine and it says something about me.” Displays of self may be directed toward other people, but just as often the changes mean something mainly to the person who makes them. Research Methods: Observing Physical Traces
  • 15. • Displays of Self • Personalization • People use environments to express their uniqueness and individuality. By observing how parts of the environment are useful as display cases, you can improve your ability to design environments that provide opportunities for displays of self. Research Methods: Observing Physical Traces
  • 16. • Displays of Self • Identification • People use their environments to enable others to identify them more easily. • Group Membership • In addition to displaying their individuality, people also display their membership in formal groups and organizations: religious, academic, political, ethnic, cultural, professional. Group-membership signs are often carried around on more mobile display cases: car bumpers, jackets with emblems, T-shirts. Research Methods: Observing Physical Traces
  • 17. • Public Messages • Physical environments can be used to communicate to the public at large. Most, but not all, public messages appear in public places. • Official • Official public messages usually appear in environments designed for that purpose. Names of commercial establishments, advertisement signs, street names, and traffic signs are examples of official messages. Research Methods: Observing Physical Traces
  • 18. • Public Messages • Unofficial • Individuals and groups also communicate publicly by means of settings not designed specifically for that purpose. Unofficial messages usually announce short-term events and are often accepted and even expected on surfaces in public places. • Illegitimate • Messages to the general public which are not planned for and which are considered by many to be illegitimate uses of public environments. The most frequent example of illegitimate public messages is graffiti. Research Methods: Observing Physical Traces
  • 19. • Context • When looking at physical traces, researchers must keep in mind that they are trying to look beyond the trace itself to understand a larger picture. That larger picture can emerge only if you see the context of what you observe. Research Methods: Observing Physical Traces
  • 21. • Observing behavior means systematically watching people use their environments: individuals, pairs of people, small groups, and large groups. – What do they do? – How do activities relate to one another spatially? – How do spatial relations affect participants? – How does a physical environment support or interfere with behaviors taking place within it? – What side effects does the setting have on relationships between individuals or groups? Research Methods: Observing Environmental Behavior
  • 22. • Observing behavior in physical settings generates data about – people's activities and the relationships needed to sustain them; about – regularities of behavior; about – expected uses, new uses, and misuses of a place; and about – behavioral opportunities and constraints that environments provide. Research Methods: Observing Environmental Behavior
  • 23. • Qualities of the Method • Empathetic • Researchers observing people soon get a feeling for the character of a situation. Observers may assume that the way they personally feel in a situation is the way everyone else feels. They also run the risk of overlooking differences between people, unless they formulate their feelings into testable hypothesis. • Direct • Respondents often hesitate to report that they break formal rules. People also tend not to report to interviewers activity they think is trivial and therefore not worth reporting. Research Methods: Observing Environmental Behavior
  • 24. • Qualities of the Method • Dynamic • As you look at people doing things, what you see changes: activities affect other activities. The role of time in the life of an environment is important. In complex situations observers begin to get a sense of chain reactions; the effects of effects. When you observe behavior, you soon become aware of repetitive activities in identifiable places. Research Methods: Observing Environmental Behavior
  • 25. • Qualities of the Method – Reflective • To look carefully at events, observers continually question: – whether they see the whole event, – whether they see all the participants, and – whether something significant has been missed. • Writing down predictions and test also helps observers avoid the trap of thinking that false starts have really been well tested and enables them to review their own work later with a clearer mind. Research Methods: Observing Environmental Behavior
  • 26. • Qualities of the Method • Variable Intrusive • Researchers have to decide how far they will intrude and from what social and physical vantage point they want to participate in observed events. Observers can choose to be outsiders or participant observers in any situation. • Observers’ Vantage Points  Secret Outsider  Recognized Outsider  Marginal Participant  Full Participant Research Methods: Observing Environmental Behavior
  • 27. • Recording Devices • Notation • Notation is the recording of behavior in verbal and diagrammatic notes. It demands that observers decide what to describe and what to overlook on the spot. Research Methods: Observing Environmental Behavior
  • 28. • Recording Devices • Precoded Checklists • Descriptive notes (qualitative observations) can be used to develop a precoded checklist for counting. For each activity on a checklist, observers record characteristics of participants (alone or in group), place, time, and other relevant conditions, such as the weather. Research Methods: Observing Environmental Behavior
  • 29. • Recording Devices • Maps • Recording activities on floor plans, diagrams, or maps is particularly convenient if researchers want to observe and analyze several people in one general area at the same time. Maps are also useful to record sequences of behavior in settings where people have a choice of several paths. Research Methods: Observing Environmental Behavior
  • 30. • Recording Devices • Photographs • Still photographs can capture subtleties that other methods may not record. Photographs are useful throughout a research project because of their illustrative quality. • Videotapes and Movies • Whenever time is a significant element, motion photography - videotape or movies - ought to be considered. Research Methods: Observing Environmental Behavior
  • 31. • What to Observe? • Designers make places for people to do things in - either alone or together with other people. A structure for looking at environmental behavior useful to designers results in data to help physical designers make decisions that improve places for people. • The better information designers have about how the people they design for behave in physical settings and how those people relate to or exclude other people, the better they can control the behavioral side effects of the design decisions they make. • Designers must also know how the context of observed activities affect the activities, because in different sociocultural and physical settings the same behavior can have different design implications. Research Methods: Observing Environmental Behavior
  • 32. • What to Observe? – Elements of Observation • Who is Actor • doing what Act • with whom? Significant Other • In what relationship, Relationships (aural, visual, tactile, olfactory, symbolic) • in what context, Sociocultural Context (situation, culture) • and where? Physical Setting (props, spatial relations) Research Methods: Observing Environmental Behavior
  • 33. • What to Observe? Research Methods: Observing Environmental Behavior
  • 34. • What to Observe? Research Methods: Observing Environmental Behavior
  • 35. End