The Free-Choice Learning Laboratory at HMSC

Informal science education research

The Free-Choice Learning Laboratory at HMSC

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Good days and bad days for visitor data collection

Awhile ago, I promised to share some of my experiences in collecting data on visitors’ exhibit use as part of this blog. Now that I’ve actually been back at it for the past few weeks, I thought it might be time to actually share what I’ve found. As it is winter here in the northern hemisphere, our weekend visitation to the Hatfield Visitor Center is generally pretty low. This means I have to time my data collection carefully if I don’t want to spend an entire day waiting for subjects and maybe only collect data on two people. That’s what happened on a Sunday last month; the weather on the coast was lovely, and visitation was minimal. I have been recently collecting data in our Rhythms of the Coastal Waters exhibit, which has additional data collection challenges in that it is basically the last thing people might see before they leave the center, it’s dim because it houses the projector-based Magic Planet, and there are no animals, unlike just about every other corner of the Visitor Center. So, I knocked off early and went to the beach. Then I definitely rescheduled another day I was going to collect data because it was a sunny weekend day at the coast.

On the other hand, on a recent Saturday we hosted our annual Fossil Fest. While visitation was down from previous years, only about 650 compared to 900, this was plenty for me, and I was able to collect data on 13 people between 11:30 and 3:30, despite an octopus feeding and a lecture by our special guest fossil expert. Considering data collection, including recruitment, consent, the experiment, and debrief probably runs 15 minutes, I thought that this was a big win. In addition, I only got one refusal from a group that said they were on their way out and didn’t have time. It’s amazing how much better things go if you a) lead with “I’m a student doing research,” b) mention “it will only take about 5-10 minutes”, and c) don’t record any video of them. I suspect it also helps that it’s not summer, as this crowd is more local and thus perhaps more invested in improving the center, whereas summer tourists might be visiting more for the experience, to say they’ve been there, as John Falk’s museum visitor “identity” or motivation research would suggest. This would seem to me like a motivation that would not make you all that eager to participate. Hm, sounds like a good research project to me!

Another reason I suspect things went well was that I am generally approaching only all-adult groups, and I only need one participant from each group, so someone can watch the kids if they get bored. I did have one grandma get interrupted a couple times, though, by her grandkids, but she was a trooper and shooed them away while she finished. When I was recording video and doing interviews about the Magic Planet, the younger kids in the group often got bored, which made recruiting families and getting good data somewhat difficult, though I didn’t have anyone quit early once they agreed to participate. Also, as opposed to prototyping our salmon forecasting exhibit, I wasn’t asking people to sit down at a computer and take a survey, which seemed to feel more like a test to some people. Or it could have been the exciting new technology I was using, the eye-tracker, that was appealing to some.

Interestingly, I also had a lot of folks observe their partners as the experiment happened, rather than wander off and meet up later, which happened more with the salmon exhibit prototyping, perhaps because there was not much to see if one person was using the exhibit. With the eye-tracking and the Magic Planet, it was still possible to view the images on the globe because it is such a large exhibit. Will we ever solve the mystery of what makes the perfect day for data collection? Probably not, but it does present a good opportunity for reflection on what did and didn’t seem to work to get the best sample of your visitorship. The cameras we’re installing are of course intended to shed some light on how representative these samples are.

What other influences have you seen that affect whether you have a successful or slow day collecting exhibit use data?

 

“Reverse” ground-truthing

We’ve recently been prototyping a new exhibit with standard on-the-ground methods, and now we’re going to use the cameras to do a sort of reverse ground-truthing. Over our busy Whale Watch Week between Christmas and New Year’s, Laura set up a camera on the exhibit to collect data on people using the exhibit at times when we didn’t have an observer in place. So in this case, instead of ground-truthing the cameras, we’re sort of doing the opposite, and checking what we found with the in-person observer.

However, the camera will be on at the same time that the researcher is there, too. It almost sounds like we’ll be spying on our researcher and “checking up,” but it will be an interesting check of both our earlier observations without the camera in place, as well as a chance to observe a) people using the new exhibit without a researcher in place, b) people using it *with* a researcher observing them (and maybe noticing the observer, or possibly not), and c) whether people behave differently as well as how much we can capture with a different camera angle than the on-the-ground observer will have.

Some expectations:

The camera should have the advantage of replay which the in-person observer won’t, so we can get an idea of how much might be missed, especially detail-wise.

The camera audio might be better than a researcher standing a ways away, but as our earlier blog posts have mentioned, the audio testing is very much a work in progress.

The camera angle, especially since it’s a single, fixed camera at this point, will be worse than the flexible researcher-in-place, as it will be at a higher angle, and the visitors may block what they’re doing a good portion of the time.

 

As we go forward and check the automated collection of our system with in-place observers, rather than the other way around, these are the sorts of things we’ll be checking for, advantages and disadvantages.

What else do you all expect the camera might provide better or worse than a in-person researcher?

 

Food for thought: Ethics of sharing video

Question: should we make available some of the HMSC VC footage for viewing to anyone who wants to see it? I was thinking the other day about what footage we could share with the field at large, as sharing is part of our mandate in the grant. Would it be helpful, for instance, to be able to see what goes on in our center, and maybe play around with viewing our visitors if you were considering either:

a) being a visiting scholar and seeing what we can offer

b) installing such cameras in your center

c) just seeing what goes on in a science center?

Obviously this brings up ethical questions, but for example, the Milestone Systems folks who made the iPad app for their surveillance system do put the footage from their cameras inside and outside their office building out there for anyone with the app to access. Do they have signs telling people walking up to, or in and around, their building that that’s the case? I would guess not.

I don’t mean that we should share audio, just video, but our visitors will already presumably know they are being recorded. What other considerations come up if we share the live footage? Others won’t be able to record or download footage through the app.

What would your visitors think?

Right now, we can set up profiles for an unlimited number of people who contact us to access the footage with a username and password, but I’m talking about putting it out there for anyone to find. What are the advantages, other than being able to circumvent contacting us for the login info? Other possible disadvantages: bandwidth problems, as we’ve already been experiencing.

So, chew over this food for thought on this Christmas eve, and let us know what you think.

What’s your recruitment style?

Last week, Dr. Rowe and I visited Portland Art Museum to help assist with a recruitment push for participants in their Conversations About Art evaluation and I noticed all of the education staff involved have very different styles of how they recruited visitors to participate in the project. Styles ranged from the apologetic (e.g. “do you mind if I interrupt you to help us”), to incentive-focused (e.g. “get free tickets!) to experiential (e.g. “participating will be fun and informative!”)

This got me thinking a lot about  the significance of people skills and a researcher’s recruitment style in educational studies this week. How does the style in which you get participants involved influence a) how many participants you actually recruit, and b) the quality of the participation (i.e. do they just go through the motions to get the freebie incentive?) Thinking back to prior studies of FCL alum here from OSU, I realized that nearly all the researchers I knew had a different approach to recruitment, be it in person, on the phone or via email, and that in fact it is a learned skill that we don’t often talk too much about.

I’ve been grateful for my success at recruiting both docents and visitors for my research on docent-visitor interactions, which is mostly the result of taking the “help a graduate student complete their research” approach – one that I borrowed from interacting with prior Marine Resource Management colleagues of mine, Abby Nickels and Alicia Christensen during their masters research on marine education activities. Such an approach won’t be much help in the future once I finally get out of grad school, so the question to consider is what factors make for successful participant recruitment? It seems the common denominator is people skills, and by people skills I mean the ability to engage a potential recruit on a level that removes skepticism around being commandeered off the street.  You have to be not only trustworthy, but also approachable. I’ve definitely noticed with my own work that on off days where I’m tired and have trouble maintaining a smiley face for long periods of time at the HMSC entrance, recruitment seems harder. All those younger years spent in customer service jobs and learning how to deal with the public in general seem so much more worthwhile!

So fellow researchers and evaluators, my question for you is what are your strategies for recruiting participants? Do you agree people skills are an important underlying factor? Do you over/under estimate your own personal influence on participant recruitment?

 

 

 

The Juggling Act of the IRB process

I want to talk today about what many of us here have alluded to in other posts: the approval (and beyond) process of conducting ethical human research. What grew out of really really unethical primarily medical research on humans many years ago now has evolved into something that can take up a great deal of your research time, especially on a large, long-duration grant such as ours. Many people (including me, until recently) thought of this process as primarily something to be done up-front: get approval, then sort of forgotten about except for the actual gaining of consent as you go and unless you significantly change your research questions or process. Wrong! It’s a much more constant, living thing.

We at the Visitor Center have several things that make us a weird case for our Institutional Review Board office at the university. First, even though it is generally educational research that we do, as part of the Science and Mathematics Education program, our research sites (the Visitor Center and other community-based locations) are not typically “approved educational research settings” such as classrooms. Classrooms have been so frequently used over the years that they have a more streamlined approval process unless you’re introducing a radically different type of experiment. Second, we’re a place where we have several types of visitor populations: the general public, OSU student groups, and K-12 school and camp groups, who each have different levels of privacy expectations, requirements for attending (public: none, OSU school groups: may be part of a grade), and thus different levels and forms of obtaining consent to do research required. Plus, we’re trying to video record our entire population, so getting signatures from 150,000+ visitors per year just isn’t feasible. However, some of the research we’re doing will be our typical video recording that is more in-depth than just the anonymized overall timing and tracking and visitor recognition from exhibit to exhibit.

What this means is a whole stack of IRB protocols that someone has to manage. At current count, I am managing four: one for my thesis, one for eyetracking in the Visitor Center for looking at posters and such, one for a side project involving concept mapping, and one for the general overarching video recording for the VC. The first three have been approved and the last one is in the middle of several rounds of negotiation on signage, etc., as I’ve mentioned before. Next up we need to write a protocol for the wave tank video reflections, and one for groundtruthing the video-recording-to-automatic-timing-tracking-and-face-recognition data collection. In the meantime, the concept mapping protocol has been open for a year and needs to be closed. My thesis protocol has bee approved nearly as long, went through several deviations in which I did things out of order or without getting updated approval from IRB, and now itself soon needs to be renewed. Plus, we already have revisions to the video recording protocol staff once the original approval happens. Thank goodness the eyetracking protocol is already in place and in a sweet spot time-wise (not needing renewal very soon), as we have to collect some data around eyetracking and our Magic Planet for an upcoming conference, though I did have to check it thoroughly to make sure what we want to do in this case falls under what’s been approved.

On the positive side, though, we have a fabulous IRB office that is willing to work with us as we break new ground in visitor research. Among them, us, and the OSU legal team we are crafting a strategy that we hope will be useful to other informal learning institutions as they proceed with their own research. Without their cooperation, though, very little of our grand plan would be able to be realized. Funders are starting to realize this, too, and before they make a final award for a grant they require proof that you’ve discussed the basics of your project at least with your IRB office and they’re on board.

Prompting Reflection

As the lab considers how to encourage STEM reflection around the tsunami tank, this recent post from Nina Simon at Museum 2.0 reminds us what a difference the choice of a single word can make in visitor reflection:

“While the lists look the same on the surface (and bear in mind that the one on the left has been on display for 3 weeks longer than the one on the right), the content is subtly different. Both these lists are interesting, but the “we” list invites spectators into the experience a bit more than the “I” list.”

So as we go forward, the choice not only of the physical booth set up (i.e. allowing privacy or open to spectators), but also the specific wording can influence how our visitors choose to focus or not on the task we’re trying to investigate, and how broad or specific/personal their reflections might be. Hopefully, we’ll be able to do some testing of several supposedly equivalent prompts as Simon suggests in an earlier post as well as more “traditional” iterative prototyping.

The influence of the visitor cyborgs

Well the data collection for my research has been underway for nearly 2 months now, how time flies! For those of you new to this project, my research centers on documenting the practice of science center docents as they interact with visitors. Data collection includes video observations of voluntary docents at HMSC using “visitor-mounted” looxcie cameras, as well as pre- and post-observation interviews with those participating docents.

“Visitor-eye view using the looxcies”

My current focus is getting the video observations of  each of the 10 participating docents collected. In order to conduct a post observation interview (which asks docents to reflect on their practice), I need to get about 10-15 minutes of video data of each of the docents interacting with the public. This doesn’t sound like much, but when you can’t guarantee a recruited family will interact with a recruited docent,  and an actual interaction will likely only last from 30 seconds to a few minutes, it takes a fair few families wearing cameras to get what you need. However, I’m finding this process really enjoyable both in getting to know the docents and meeting visitors.

When I first started this project I was worried that visitors would be a little repelled about the idea of having their whole visit recorded. What I’m actually finding is that either a) they want to help the poor grad student complete her thesis, b) they think the cameras are fun and “want a go” or c) they totally want one of the HMSC tote bags being used as an incentive (what can I say, everyone loves free stuff right?!) The enthusiasm for the cameras has gone as far as one gentleman running up to a docent, jumping up and down and shouting “I’m wearing a camera, I’m wearing a camera!” Additionally, and for those star trek fans out there, a number of visitors and colleagues alike have remarked how much wearing a looxcie makes a person look like a borg (i.e. cyborg), particularly with that red light thing…

Now how, may you ask, does that not influence those lovely naturalistic interactions you’re supposed to be observing? Well, as many of us qualitative researchers know, that unless you hide the fact you are observing a person (an element our IRB process is not particularly fond of) you can never truly remove that influence, but you can assume that if particular practices are observed often enough, they are part of the landscape you are observing. The influence of the cameras may alter how naturalistic that interaction may be, but that interaction is still a reflection of social behaviors taking place. People do not completely change their personality and ways of life simply because a camera is around; more likely any behavior changes may simply be over- or under-exaggerated normative actions. And I am finding patterns, lots of patterns, in the discourse and action taking place between docents and visitors.

However, I am paying attention to how visitors and docents react to the cameras. When filtering the footage for interactions, I look out for any discourse that indicates camera influence is an issue. As examples, the docent in the “jumping man” footage reacts surprised to the man’s sudden shouting, open’s his eyes wide and nervously laughs – to which I noted on the video that the interaction from then on may irregular. In one clip I have a docent talking non-stop about waves seemingly without taking a breath for nearly 8 minutes – to which I noted seemed unnatural in comparison to their other shorter dialogue events. Another clip has a docent bursting out laughing at a visitor wearing one of the looxices attached to his baseball cap using a special clip I have (not something I expected!) – to which I noted would have likely made the ability for the visitor to forget about the looxcie less possible.

All in all, however, most visitors remark they actually forget they are wearing the camera as they visit goes on, simply because they are distracted by their actual visit. This makes me happy, as the purpose of incorporating the looxcies was to reduce the influence of being videod as a whole. Visitors forget to a point where, during pilots, one man actually walked into the bathroom wearing his looxcie, and recorded some footage I wasn’t exactly intending to observe… suffice to say, I instantly deleted that video and and updated my recruitment spiel to include a reminder not to take the cameras in to the bathroom. Social science never ceases to surprise me!

Visitor datum one: Visit motivation

Despite our fancy technology, there are some pieces of data we have to gather the old-fashioned way: by asking visitors. One piece we’d like to know is why visitors chose to visit on this particular occasion. We’re building off of John Falk’s museum visitor motivation and identity work, which began with a survey that asks visitors to rate a series of statements on Likert (1-5) scales as to how applicable they are for them that day, and reveals a rather small set of motives driving the majority of visits. We also have used this framework in a study of three of our local informal science education venues, finding that an abbreviated version works equally well to determine which (if any) of these motivations drives visitors. The latest version, tried at the Indianapolis Museum of Art, uses photos along with the abbreviated number of statements for the visitors to identify their visit motivations.

We’re implementing a version on an iPad kiosk in the VC for a couple of reasons: first, we genuinely want to know why folks are visiting, and want to be able to correlate identity motivations with the automated behavior, timing, and tracking data we collect from the cameras. Second, we hope people will stop long enough for us to get a good reference photo for the facial recognition system. Sneaky, perhaps, but it’s not the only place we’re trying to position cameras for good reference shots. And if all goes well with our signage, visitors will be more aware than ever that we’re doing research, and that it is ultimately aimed at improving their experience. Hopefully that awareness will allay most of the final fears about the embedded research tools that we are hoping will be minimal to start with.

Signs, signs, everywhere signs

How do we get signs in front of visitors so they will actually read them? Think about how many signs at the front door of your favorite establishment you walk past without reading. How many street signs, billboards, and on-vehicle ads pass through our vision barely a blur? While exhibit designers spend many an hour toiling away to create the perfect signs to offer visitors some background and possible ways to interact with objects, many visitors gloss right over them, preferring to just start interacting or looking in their own way. This may be a fine alternative use for most cases, but in the case of our video research and the associated informed consent that our subjects need to offer, signs at the front door are going to be our best bet to inform visitors but not unduly interrupt their experience, or make museum entry and additional unreasonable burden for visitors or staff. Plus, the video recording is not optional at this point for folks who visit; you can visit and be recorded, or you can’t visit.

Thankfully, we have the benefit of the Exploratorium and other museums who have done video research in certain exhibits and have tested signs at their entrances and the percentage of visitors who subsequently know they’re being recorded for research. Two studies by the Exploratorium staff showed that their signs at entrances to specifically cordoned-off areas stating that videotaping for research was in progress were effective at informing 99% of visitors to the exhibit areas that a) videotaping was happening and b) it was for research. One interesting point is that their testing of the signs themselves and the language on them revealed that the camera icon needed to be rather old-school/highly professional looking to distinguish itself from the average visitor making home movies while visiting a museum and be clearly associated with official research purposes.


Source: store.sony.com via Free-Choice on Pinterest

Never mind the cameras we’re actually using look more like surveillance cameras.

 

So our strategy, crafted with our Institutional Review Board, is several-fold. Signs at the front entrance (and the back entrance, for staff and volunteers, and other HMSC visitors who might be touring the entire research facility for other reasons and popping in to the VC) will feature the large research camera and a few, hopefully succinct and clear words about the reasons we’re doing research, and where to get more information. We also have smaller signs on some of the cameras themselves with a short blurb about the fact that it’s there for research purposes. Next, we’re making handouts for people that will explain in more detail what our research is about and how the videos help us with that work. We’ll also put that information on our web site, and add the address of the video research information to our rack cards and other promotional material we send around town and Oregon. Of course, our staff and volunteers are also being included in the process so they are well-equipped to answer visitor questions.

Then there’s the thorny issue of students. University students who are over 18 who are visiting as part of a required class will have to individually consent due to federal FERPA regulations. We’re working with the IRB to make this as seamless a process as possible. We’ll be contacting local school superintendents to let them know about the research and let them inform parents of any class that will be attending on a field trip. These students on class field trips will be assumed to have parental consent by virtue of having signed school permission slips to attend Hatfield.

Hopefully this will all work. The Exploratorium’s work showed that even most people who didn’t realize they were being recorded were not bothered much by the recording, and even fewer would have avoided the area if they’d actually known before hand. As always, though, it will be a work-in-progress as we get visitor and volunteer feedback and move forward with the research.

Gutwill, J. (2003). “Gaining visitor consent for research II: Improving the posted-sign method.” Curator
46(2): 228-235

Gutwill, J. (2002). “Gaining visitor consent for research: Testing the posted-sign method.” Curator 45(3): 232-238.

International Dissemination of Free-Choice Learning Lab Research

Free-Choice Learning Lab Research and cutting-edge technology used will be disseminated Internationally! Brazil here we go to Rio!

Shawn and I have been confirmed to participate at the First International Workshop  on Museum Learning Research, which will take place in Brazil this coming December. We will be participating in round tables about visitor learning research, discussing methodologies and presenting our various research tracks, especially in regards to Hatfield Marine Science Center. We will have the opportunity to share the Cyber lab activities with museum researchers around the world and a bigger population of  Brazilian researchers. This will be a great opportunity to get ourselves known within international scope and to jumpstart my research in Brazil, as well as our partnership with my co-adviser’s “Life Museum”, as a place for professional development exchange and cross-cultural comparison of methodologies used.

We will present the work you have been doing with Shawn (giving the credit you deserve) and the ideas for my research project on family learning in Brazilian Museums. This will be a great opportunity for me to network and narrow down the focus of my research as to what is actually doable within the Brazilian context and with the partners I will be able to get involved with. Generally, we will focus on new methodologies available with the Cyber Lab technological tools and, this way, create opportunities for methodologies to be replicated cross-culturally. They are very interested in what we do, and if we are successful in creating such partnerships, your work at the lab will contribute to the developing field of visitor-focused research in Brazil.

We will keep you updated of what goes on. In addition to post the experience here upon our return. We will probably post and live twit while there to share our immediate impressions and issues raised.

That is it for now. I am so happy to go back home (and I have never been in Rio). I am even happier to go back for this purpose, as I truly want to contribute to this research field in Brazil. Hope I will!

Susan

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