Supporting Human Interaction through Digital Technology: Theory and Practice Jacqueline Brodie, James Evans, Laurence Brooks and Mark Perry Department of Information Systems and Computing, Brunel University, Uxbridge, Middlesex, UK {jacqueline.brodie; james.evans; laurence.brooks; mark.perry @brunel.ac.uk} Abstract This paper aims to describe two approaches that Information System designers can adopt for understanding human interaction in a social context: Structuration theory and Contextual Design. Outlining how both perspectives can provide an effective and systematic understanding of the interaction needs of users in real-world settings and also facilitate the design goal of inspiring groupware designers to think about new technologies in innovative ways, the paper also suggests a number of ways in which these two perspectives complement each other. An example of how the methods of Contextual Design were applied in practice to understanding and designing for mobile work is discussed. Introduction This paper discusses how to more effectively support human interaction through the use of digital technology. Its structure is composed of two interrelated sections. This initial section of the paper makes an argument regarding how a clear understanding of the social dimension, with accompanying organisational factors, are critical to an understanding of human interaction and technology. It is argued that Giddens’ mature formulation of Structuration theory may be useful in highlighting these factors [Giddens, 1998]. The second part of the paper moves on to discuss some innovative methods used to place Information Systems design in a social context, utilising Contextual Design [Beyer & Holtzblatt, 1998]. It briefly outlines how methods from Contextual Design were used to capture the design requirements for a prototype technology to support mobile workers’ opportunistic interactions with those in their communities of practice [Wenger, 1998]. It is intended that this prototype will be tested with mobile device users as a ‘cultural probe’ [Gavers, 1999] to explore further the relationship users establish with digital tools to support their communicative and informational needs. Following this, a discussion of the potential for Structuration theory and Contextual Design to be used to enable a better understanding of the appropriation of technologies is presented. Social Theory and Understanding the Dynamics of Human Interaction Social theory has an inherent part to play in understanding how technological systems help support human interaction in the societal, organisational and personal context. It has been argued that without social interpretation, technology can be viewed as ‘meaningless’ [Rose, 1998]. Thus, an analysis of the contextual nature of human action may be seen as a necessary step towards formulating an understanding of human interaction, which is crucial when attempting to effectively support group processes using communication technologies [Qureshi, 1995]. The social forces at work should not be considered as an external factor in the development of an effective information system, but are integral to the degree of success or failure of a project. A consideration of the complexity of human intentionality and the subtlety of social 1 constraint in an organizational setting is also desirable. Giddens’ formulation of Structuration theory [Giddens, 1984] may be an appropriate lens with which to view such phenomena. Social constraint and human intentionality are based innately within an individuals’ capability to reflect upon the social world around them. While technical systems may therefore relieve the actor of some agency, they still have the means by which to alter their social environment (assuming that knowledgeability is a socially bound construction). In this respect Structuration theory can be seen as a significant theoretical device within IS as it provides an ideological scheme to ‘order and inform processes of inquiry into social life’ [Giddens, 77:1984]. At the very least, Structuration theory attempts to reinterpret two theoretical camps at polar ends of approaches to social theory (the structuralist emphasis on the conditioning effects of social and structural systems and the interpretivist/phenomenological emphasis on micro-sociological analysis), therefore, there is clear ground for scope that it can fit within the IS discipline [Walsham and Han, 1991]. Structuration theory, as an exploratory framework for investigating social processes surrounding the use of technological systems, can highlight the nature of the work process, the creation and sustenance of structural properties and their influence on social agency in a field of research where social interaction is not necessarily geographically bound (such as in mobile work). Structuration Theory Structuration theory has been influential in IS research because, it can be a powerful tool for illuminating empirical situations and analysing complex data [Walsham and Han, 1991]. It has the potential for developing methodological frameworks based on a logical appropriation of its main tenets [Avison et al, 2002]. It has been applied as a meta-theory in IS research [Kling and Iacono, 1989] and has had its constituent parts used for more specific analysis, for example the duality of structure [Orlikowski and Robey, 1991], the nature of constraint [Jones, 1997] and the mediation between structure and agency [Avison et al, 2002] to name but a few. While this raises questions surrounding the validity of using only certain parts of Structuration theory and not others (and remaining true to the main concepts of the theory itself) it does highlight the practical nature of appropriating social theory into the IS discipline. Using Structuration theory to inform our understanding of the social processes involved in human interaction can help establish a greater understanding of the role of technology within both a duality of structure and within the interaction that is exhibited in IS, organizations and the use of a digital technology. The inherent weakness with a great deal of research in information systems is that it considers technology as itself a structural constraint [Jones 1997]. Because structure exists as memory traces in human thought (realised through an understanding of reality, i.e., norms, values, signification, etc.) technology at best can exhibit structural tendencies. The materiality of IT artefacts is at odds with Giddens’ conception of the social in terms of human thought [Rose, 1998]. By exposing the subtlety of agency and the consequent production and reproduction of the structural constraints that people are exposed to in the social realm we can begin to see technological use as both constraining and enabling only in relation to the rules and resources actors bring to the 2 situation through their knowledgeability and construction of reality. As Information Systems are a mixture of people, technology and information the technology must be viewed within this web of interaction, as Giddens’ conception of duality would suggest, not simply as a structural force exhibiting power over the members of a said organisation. As Rose (1998) states, ‘new technology may be the catalyst for social change (the evolution of one discernable set of practices to another), but it may also ossify practice and hinder change’. The next section discusses Contextual Design, an approach which has already gained mainstream acceptance among groupware technology designers for understanding and designing user interaction in the social context. Contextual Design Contextual design is an interpretive field research methodology, developed in industry, and used to gather and understand qualitative data with respect to users in real life settings. Contextual Design's overall goal is to bridge the gap between the complex open world of work and the closed world of software design [Beyer&Holtzblatt,1998]. It seeks to overcome the problems identified in traditional ethnography such as time scales, lack of structure in the work model and usability of the ethnographic record as a design document As a response to the failure of traditional laboratory based usability engineering methods the purpose of Contextual Design is to avoid the decontextualisation of users and allow designers to develop new systems in context [Vanaanen-Vainio-Mattila, & Ruuska, 1998]. The data collected using Contextual Design methods is gathered during conversations and observations of current and potential users in their natural setting, preferably while they are carrying out their daily activities because, "No job, even one as simple as printing a label is accomplished with a single tool. Design has become difficult because systems now support almost every aspect of work life. It's up to the design team to understand the environment their tool will be used in because it is the combination of tools that controls their customer’s work practice." [Beyer & Holtzblatt, 1998:7] The research involved the investigation of mobile work activities in a variety of domains and communities of practice. This helped identify how mobile technology is integrated into the lives of mobile workers at present and ascertain requirements for the kinds of activities future technology could effectively support. The research opted for a heterogeneous mix of participants to observe and interview throughout the UK. Following on from observations and interviews, affinity diagramming, consolidated artefact models and scenarios from Contextual Design were used to reveal “all the issues, worries and key elements of work practice” relevant to the investigations [Beyer & Holtzblatt, 1998:155]. Moreover, they also helped to define the key design requirements of the prototype mobile systems developed. Research Findings The data revealed that mobile workers seldom worked in isolation. It was observed that they organised and coordinated their activities in conjunction with one another as part of their wider communities of practice, “We have a whereabouts list; a fortnightly forward look at whereabouts to where we all are.... I do look at it to see where people are and I might change something. ‘Hang on I am down on 3 Wednesday or Thursday’... <X> I have to meet up this week, can you come up Wednesday instead?’. It prompts things. "[Communications Manager] The need for up-to-date awareness of other people’s activities and present locations was not always possible when mobile workers were on the move and so the possibility of re-organising their own work activities more effectively and opportunistically in real-time would often be lost. This resulted in unproductive periods such as ‘dead-time’. In the fieldwork data, mobile workers attempted to overcome the barriers for opportunistic interaction by resorting to ad hoc agreements being made over the mobile telephone, using paper diaries and scraps of paper to record times and places of re-negotiated meeting points and coordinated events. A technology that supported such a need for up-to-date awareness and opportunistic reorganisation of activity schedules was implied by these findings. Prototype Development One of the prototype technologies that is being developed to resolve the issues discussed above is a dynamic, lightweight collaborative to-do-list program, utilising location-based information. This technology provides users and their communities with opportunity to share their work activities, providing real-time information on scheduled changes, and reorganise their work activities in conjunction with one another. Future Work Evaluation of the first iteration of the prototype will take place during June/July 2003. Contextual Design provides guidance on how to effectively conduct prototyping interviews and feed the data gathered back into the creation of new prototypes. These prototyping interviews are different from traditional usability testing because, as Beyer and Holtzblatt note, usability tests typically seek to measure users' performance on set tasks to ensure they can be done reasonably efficiently. But the goal for Contextual Design usability testing is to discover a better system structure so together "user and designer can explore how the system will impact the work and how work is likely to change in the future as a result" [Beyer and Holtzblatt, 1998:375]. The research seeks to provide a fuller understanding of mobile work in terms of the appropriateness of the information representation used in the prototypes and indicate potential future design iterations [Gavers et al,1999]. Discussion Having given a brief description of Structuration theory and outlined Contextual Design as an approach to the study of mobile worker interaction in communities of practice, the paper now suggests three areas of convergence between the two. These points may help highlight further research findings. These areas are, 1) the situated nature of the agent, 2) the use of technology and the extent to which this use influences design and practice in the mobile workforce and finally and most importantly, the degree of system integration established through time-space distanciation. The research described relies on the notion that in any given situation the agents involved in interaction will bring with them a highly personal and contextual view of the world. The use of technology and the establishment of bonds within a community of practice that reinforce future interaction with be inherently affected by this. By focussing on the situated actor, the nature of this interaction can be better understood. At the technical level, contextual design enables designers to develop new systems 4 within a given context. At the social level, Structuration theory can help to sensitise the concept that any system designed in such a way may at the same time, not be used in one specific manner, as it will be used by situated actors, both in a constraining and enabling way [Rose, 1999]. This has the potential to give insight into the appropriation or not of specific digital technologies. Secondly, Contextual Design methods of data collection are qualitative in nature because, designing a technical system involves a large number of variables, both technical and social. Structuration theory can help in an analysis of data by acknowledging that technology itself, within this system can only exhibit structural traits. This leads to a focus on what establishes these structural traits. Research surrounding mobile workers and digital technologies can benefit from this because it may provide an appreciation of why some technologies are successfully used by groups and why other systems fail or are not used as intended. This is clearly important when developing a prototype technology, especially when communities of practice are formed over geographically ambiguous areas, because it has to meet the needs of its users for it to be fully accepted. This leads to the final and possibly most important point of convergence, an appreciation of the degree of system integration of human interaction. System integration refers to reciprocities between absent agents, agents that are not in physical proximity to one another [Rose, 1999]. In this context, it is important to establish how mobile workers in their communities of practice enforce interaction of this kind. Digital technology is an integral part of this interaction, but the underlying social processes behind this could be elucidated through Structuration theory and the notion of time-space distanciation. As this involves the ‘stretching of social systems across time-space, on the basis of mechanisms of social and system integration’ [Giddens, 1984], recursive and reflexive processes of understanding (structuration) are continually produced and reproduced. In this context, structures (properties that make it possible for similar social practices to exist across spans of time-space giving them systemic form) are embedded between people over geographical distance. Over time these practises become stronger and more stable leading to the emergence of routines. These routines may be seen as important when analysing the effect of digital technology on mobile workers because the technology developed will have an important role to play in this routinisation [Giddens, 1984]. It may be considered as the foundation of this social linkage. If a greater understanding of the role of this technology in the creation of this interaction and behaviour is achieved more support can be provided for work processes between groups and individuals themselves. Conclusion This paper has presented an overview of two approaches that have been adopted for understanding user interaction in context. It is apparent that both approaches afford us a theoretical and methodological lens by which to sensitise us to the social and organisational aspects of technological use in the workplace. However, there are limitations to both approaches which must be realised and accepted by those who decide to adopt them in their research. Despite their limitations though, both offer the often over-looked potential to explore the social side of technology in an effective and systematic fashion. 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