Design Actions for the Design of Visualization Onboarding Methods

Christina Stoiber, Margit Pohl, Wolfgang Aigner

Room: 109

2023-10-22T22:00:00ZGMT-0600Change your timezone on the schedule page
Exemplar figure, described by caption below
{\rtf1\ansi\ansicpg1252\cocoartf2709 \cocoatextscaling0\cocoaplatform0{\fonttbl\f0\fswiss\fcharset0 ArialMT;\f1\froman\fcharset0 Times-Roman;} {\colortbl;\red255\green255\blue255;\red0\green0\blue0;} {\*\expandedcolortbl;;\cssrgb\c0\c0\c0;} \paperw11900\paperh16840\margl1440\margr1440\vieww11520\viewh8400\viewkind0 \deftab720 \pard\pardeftab720\sa320\partightenfactor0 \f0\fs29\fsmilli14667 \cf0 \expnd0\expndtw0\kerning0 \outl0\strokewidth0 \strokec2 Overview of our proposed design actions categorized according to the guiding questions of our design space \uc0\u8232 The methodology we employ in our development of the design actions: \u8232 First, we derive design guidelines and implications from empirical studies in visualization onboarding. Additionally, we revisit our study results and collect the lessons learned. As a final step, we develop design actions along the framework by De Bruijn and Spence [19], including: (1) description and title, the (2) effect of the design action in the context of onboarding, advantages, and trade-offs ((3) upside and (4) downside), (5) issues describing the application of the design action, and (6) references to cognitive theory are provided. Furthermore, we structure the design actions along the guiding ques- tions from our design space [71]: WHO is the user, and which knowl- edge gap does the user have? Which parts of a visualization need to be explained? How to phrase onboarding instructions? HOW, WHERE, and WHEN is visualization onboarding provided? \f1\fs24 \ \pard\pardeftab720\partightenfactor0 \cf0 \ }

Integrating visualization onboarding methods into visual analytics tools presents challenges for designers and developers. These challenges include the varying complexity of visualization techniques, data types, and users’ expertise levels. Selecting and integrating educational theories, ensuring the completeness and clarity of onboarding instructions, choosing the appropriate medium, and determining interaction techniques for exploration during onboarding are also problematic. However, there needs to be established design guidance specifically focused on visualization onboarding. Existing resources like VisGuides and design patterns offer some qualitative advice but lack scientific foundations. To address this gap, we propose nine design actions based on critical reflections of empirical studies, the development of a design space, and user studies. These design actions emphasize customizing onboarding experiences to address users’ knowledge gaps, finding a balance between flexibility and structure, and incorporating concrete examples while considering potential limitations in knowledge transfer. Furthermore, we explore the connections, issues, and contradictions within the design actions. In conclusion, it is crucial to tailor onboarding experiences, balance flexibility and structure, and provide concrete examples while acknowledging knowledge transfer challenges.