Information Gathering: Unobtrusive Methods: Systems Analysis and Design, 7e Kendall & Kendall

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Information Gathering:

Unobtrusive Methods 5

Systems Analysis and Design, 7e


Kendall & Kendall
© 2008 Pearson Prentice Hall
Learning Objectives

• Recognize the value of unobtrusive methods for


information gathering
• Understand the concept of sampling for human
information requirements analysis
• Construct useful samples of people, documents, and
events for determining human information
requirements
• Create an analyst’s playscript to observe decision-
maker activities
• Apply the STROBE technique to observe and interpret
the decision-maker’s environment and their
interaction with technologies

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Unobtrusive Methods

• Less disruptive
• Insufficient when used alone
• Multiple methods approach
• Used in conjunction with interactive
methods

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Major Topics

• Sampling
• Quantitative document analysis
• Qualitative document analysis
• Observation
• STROBE
• Applying STROBE

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Sampling

• A process of systematically selecting


representative elements of a population
• Involves two key decisions:
• What to examine
• Which people to consider

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Need for Sampling

The reasons systems analysts do


sampling are:
• Containing costs
• Speeding up the data gathering
• Improving effectiveness
• Reducing bias

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Sampling Design

• To design a good sample, a systems


analyst must follow four steps:
• Determining the data to be collected or
described
• Determining the population to be sampled
• Choosing the type of sample
• Deciding on the sample size

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Figure 5.1 Four main types of
samples the analyst has available

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The Sample Size Decision

• Determine the attribute


• Locate the database or reports in which the
attribute can be found
• Examine the attribute
• Make the subjective decision regarding the
acceptable interval estimate
• Choose the confidence level
• Calculate the standard error
• Determine the sample size

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Figure 5.2 A table of area under a normal curve can
be used to look up a value once the systems analyst
decides on the confidence level

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Calculate the Standard Error of
the Proportion
sp = i/z

i = interval estimate

z = confidence
coefficient found in
the confidence level
lookup table

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Determine the Sample Size

p(1-p)
n= +1
σp 2

σp = standard error

ρ = the proportion of the population having


the attribute

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Example: A. Sembly Company

• Determine that you are looking for orders


with mistakes
• Locate order forms from the past six months
• Examine order forms and conclude that
p=5%
• Subjective decision of acceptable interval i =
± 0.02
• Look up confidence coefficient z-value = 1.96
• Calculate sp = i / z = 0.02/1.96 = 0.0102
• Determine n; n = 458

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Investigation

• The act of discovery and analysis of


data
• Hard data
• Quantitative
• Qualitative

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Analyzing Quantitative Documents

• Reports used for decision making


• Performance reports
• Records
• Data capture forms
• Ecommerce and other transactions

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Reports Used for Decision Making

• Sales reports
• Production reports
• Summary reports

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Figure 5.3 A performance report
showing improvement

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Figure 5.4 A manually completed
payment record

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Data Capture Forms

• Collect examples of all the forms in use


• Note the type of form
• Document the intended distribution
pattern
• Compare the intended distribution
pattern with who actually receives the
form

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Figure 5.5 Questions to ask about official and
bootleg forms that are already filled out

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Analyzing Qualitative
Documents
• Key or guiding metaphors
• Insiders vs. outsiders mentality
• What is considered good vs. evil
• Graphics, logos, and icons in common
areas or Web pages
• A sense of humor

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Analyzing Qualitative
Documents
• Email messages and memos
• Signs or posters on bulletin boards
• Corporate Web sites
• Manuals
• Policy handbooks

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Figure 5.6 Analysis of memos provides insight
into the metaphors that guide the organization’s
thinking

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Figure 5.7 Posted signs reveal
the official organizational culture

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Observation

• Observation provides insight on what


organizational members actually do
• See firsthand the relationships that exist
between decision makers and other
organizational members
• Can also reveal important clues
regarding HCI concerns

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Analyst’s Playscript

• Involves observing the decision-makers


behavior and recording their actions
using a series of action verbs
• Examples:
• Talking
• Sampling
• Corresponding
• Deciding

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Figure 5.8 A sample page from the analyst’s
playscript describing decision making

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STROBE

STRuctured OBservation of the


Environment—a technique for observing
the decision-maker's physical
environment

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STROBE Elements

• Office location
• Desk placement
• Stationary equipment
• Props
• External information sources
• Office lighting and color
• Clothing worn by decision makers

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Office Location

• Accessible offices
• Main corridors, open door
• Major traffic flow area
• Increase interaction frequency and informal
messages
• Inaccessible offices
• May view the organization differently
• Drift apart from others in objectives
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Desk Placement

• Visitors in a tight space, back to wall,


large expanse behind desk
• Indicates maximum power position
• Desk facing the wall, chair at side
• Encourages participation
• Equal exchanges

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Stationary Office Equipment

File cabinets and bookshelves:


• If not present, person stores few
items of information personally
• If an abundance, person stores
and values information

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Props

• Calculators
• Personal computers
• Pens, pencils, and rulers
• If present, person processes data
personally

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External Information Sources

• Trade journals or newspapers indicate


the person values outside information
• Company reports, memos, policy
handbooks indicate the person values
internal information

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Office Lighting and Color

• Warm, incandescent lighting indicates:


• A tendency toward more personal
communication
• More informal communication
• Brightly lit, bright colors indicate:
• More formal communications (memos,
reports)

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Clothing

• Male
• Formal two-piece suit - maximum authority
• Casual dressing (sport jacket/slacks) -
more participative decision making
• Female
• Skirted suit - maximum authority

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Figure 5.10 Observe a decision maker’s office for
clues concerning his or her personal storage,
processing, and sharing of information

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Applying STROBE

• The five symbols used to evaluate how


observation of the elements of STROBE
compared with interview results are:
• A checkmark, the narrative is confirmed
• An “X” means the narrative is reversed
• An oval or eye-shaped symbol serves as a cue to
look further
• A square means observation modifies the narrative
• A circle means narrative is supplemented by
observation

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Figure 5.12 An anecdotal list with
symbols for use in applying STROBE

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Summary

• Sampling
• Designing a good sample
• Types of samples
• Sample size
• Hard data
• Quantitative document analysis
• Qualitative document analysis
• Observation
• Playscript
• STROBE
• STROBE elements
• Applying STROBE

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