Dear Diary: Conducting Diary Studies with Participants with Visual Impairments

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Dear Diary: Conducting Diary Studies with Participants with Visual Impairments

                                           Earl W. Huff, Jr., Kwajo Boateng, Julian Brinkley
                                      Clemson University, School of Computing, Clemson, SC, USA
                                                {earlh, kwajob, jbrinkl}@clemson.edu

              Within this report we critically reflect on our experiences using a diary study used to understand the use of
              social networking sites (SNS) by persons with a visual impairment. We elaborate on the development of the
              data collection process and the challenges involved in retrieving the data from the participants. Feedback from
              the participants during post-study interviews revealed that most participants were indifferent to the methods
              for submitting the diary entries and did not find it a challenge. Most of the participants found the process
              to be a positive experience for self-awareness of their social media use while reporting little to no adverse
              effects of carrying out the study. Lastly, we provide reflections and lessons learned from the process.

                      INTRODUCTION                                                              RELATED WORK

      Social networking sites (SNSs) have become a widely                 Diary Studies
adopted form of communication and social connection. The                       A diary study is a field study method for collecting in
Pew Research Center, in a 2018 study, found that 69% of peo-              situ, longitudinal data over a large sample (Baxter, Courage,
ple are currently using SNSs (Hitlin, 2018), with the two most            & Caine, 2015). The data collected can include user behaviors,
widely used systems being Facebook and YouTube (Perrin &                  activities, and experiences over time. Diary studies differ from
Anderson, 2019). SNSs are used for a variety of reasons, includ-          other field study methods in that the researchers are remote from
ing social interaction, information seeking, and passing time             the participants, and the participants are in control of the means
(Whiting & Williams, 2013). Moreover, the ability to network              for data collection (Carter & Mankoff, 2005). Diary studies are
with people both locally and around the world allows users to             most useful when the researcher does not have to be present for
establish professional networks and connect with potential em-            data collection, when it is preferred to gather information over
ployers (Nikolaou, 2014). While SNS are broadly used, for                 an extended period, and when it is ideal to avoid the potential of
users who are blind or visually impaired using social network-            presentation effects where participants may behave differently
ing sites can be a challenging experience (Brinkley & Tabrizi,            in the presence of the researcher (Baxter et al., 2015; Carter &
2017). Because SNS are designed to be largely visual, (Borrino,           Mankoff, 2005). Diary studies can be either time-based, where
Furini, & Roccetti, 2009), the technology and content of these            data collection occurs at pre- determined time intervals or event
systems simply does not support how disabled users utilize the            based where submissions occur after an event (Bolger, Davis, &
internet in many instances (Leahy & Ó Broin, 2009). Further-              Rafaeli, 2003; Carter & Mankoff, 2005).
more, screen readers and other forms of assistive technology are
difficult to use when SNSs are not properly designed to support           Diary Studies and Visually Impaired Users
them (Pakdeechote & Tandayya, 2012). Therefore, it is essen-                   In the human-computer interaction (HCI) community, di-
tial to place a greater emphasis on making SNSs accessible for            ary studies are useful for gathering user needs as it relates to
visually impaired users who some studies suggest have smaller             the design or redesign of technology. There is a small but
real-world networks.                                                      growing body of research that illustrates the use of diary stud-
      To better understand the usability of technology and the            ies as research methodology involving participants with dis-
context of its use, field studies are a viable method of investiga-       abilities. Diary studies have been used to explore interactions
tion (Lazar, Feng, & Hochheiser, 2017). Diary studies are one             between disabled and non-disabled persons in daily activities
type of field study where the participant both produces and col-          (Williams, Galbraith, Kane, & Hurst, 2014), as well exploring
lects the data. Conducting diary studies involving participants           mobile phone use by persons with motor impairments (Naftali
with visual impairments, however, adds an additional layer of             & Findlater, 2014). Diary studies have also been used to inves-
challenges potential; challenges which we argue have been in-             tigate issues pertaining to persons with visual impairments. A
sufficiently explored in the literature. This paper reports on our        2009 study by Kane, Jayant, Wobbrock, and Ladner (2009), for
experience conducting a diary study involving blind or visually           instance, examined the adoption and use of mobile devices by
impaired participants to investigate their use of SNSs. To in-            persons with visual and motor disabilities while a 2012 study
form our discussion of the use of diary studies as a research             explored the use of the VizWiz fashion mobile application and
methodology we survey prior work on diary studies generally               its use by visually impaired persons (Burton et al., 2012).
with an emphasis on their use involving visually impaired par-                 Diary studies have also been used to explore issues of us-
ticipants. To aid others interested in using diary studies in in-         ability and accessibility within the context of social networking
vestigating issues of interest to visually impaired persons, we           sites (SNSs). In a study by Zhao, Wu, Reynolds, and Azenkot
provide an overview of our study design and data collection               (2018) that involved six visually impaired participants, the use
process followed by a discussion of lessons learned and best              of photo sharing features of the Facebook mobile application
practices.                                                                was explored using diary study methodology. Participants were
asked to use an eight-question survey provided to them in order      presents the demographics of the participants as well as their
to document their experience over a seven-day period of time.        preferred devices for using Facebook, assistive technologies,
Voykinska, Azenkot, Wu, and Leshed (2016) conducted a study          and diary format for the study. We compensated participants
on how blind screen reader users interact with visual content        with a $50 gift card, which we mailed out after the post-study
on SNSs. The authors found that strategies to overcome these         interviews concluded.
issues included accessing social networking sites from other ap-     Apparatus
plications and getting help from sighted individuals (Voykinska
et al., 2016).                                                            Given that the participants were blind or have low vision,
     Collectively, the aforementioned studies suggest that the       it’s necessary for them to use a myriad of devices, including
use of diary studies as a research methodology may be effective      assistive technologies, to enable better use SNSs. Of the group,
in capturing the lived experiences of visually impaired persons      15 used a mobile device, with 13 using a smartphone and eight
with social networking sites. We argue that while these studies      using a tablet. Five participants indicated use of a personal com-
are reflective of the benefits of the diary study method there is    puter (PC). Most (12) of the participants tended to use two or
a limited research which describes best practices in the use of      more of these devices. We did not restrict participants to use
diary study methodology in studies involving visually impaired       only the mobile application or web-based version of Facebook,
participants specifically. We argue that insights from our expe-     however, 11 of the participants used the mobile application.
rience may prove beneficial in assisting researchers interested      While four of the participants solely used the web-based version
in using diary studies generally but specifically in cases where     of Facebook, participants who used more than one device for in-
participants may be blind or have significantly low vision.          dicated that they used the mobile- web version on their tablets.
                                                                     Regarding use of assistive technologies in their social media
                           METHOD                                    use, ten participants indicated use of text-to-speech (TTS) ap-
Research Question and Goal of the Study                              plications such as VoiceOver and Talkback, and eight partici-
                                                                     pants used either a zooming application such as ZoomText or
     To discuss the challenges of conducting diary studies in-       their device’s magnification feature (Table 1).
volving visually impaired participants while suggesting best
practices in this regard, we use as a case study a diary study       Diary Entry Submission and Collection
which focused on the use of the Facebook social networking                 For a diary study, an important decision is determining the
site (Facebook, n.d.), as either a website on a browser or a mo-     format of the diary entries for participants to submit. When con-
bile application, by visually impaired persons. The purpose of       ducting research involving participants who are blind or have
the study is to investigate how visually impaired users use social   low vision, the choice of formats may become limited. Elec-
networking sites (SNS), how it impacts their social well-being,      tronic documents are one of the most common methods for di-
and the obstacles they may encounter with one or more features       ary entries. The availability of screen readers, magnifiers, and
of the SNS. We are also interested in the choice of devices they     adaptive keyboards enable visually impaired participants to use
used to access SNSs and any assistive technology to aid in their     applications such Microsoft Word more proficiently. Short mes-
access and use. Our primary research questions is: “How do           sage servce (SMS) or text messaging is also widely popular
people with visual impairments use social networking sites to        and generally accessible (Corrocher, 2013; Moura & Carvalho,
stay connected with their social circle?”                            2010). Emails are a low cost and ubiquitous form of communi-
Participants                                                         cation, making this format accessible by most people with inter-
                                                                     net access. Email also affords the option of sending attachments
     We recruited participants with the assistance of a reha-        such as documents or websites links. Voice messages provide
bilitation and training center supporting the visually impaired      the opportunity of collecting not only the participant’s message
community in central South Carolina. Criteria for inclusion in-      but also their emotional state at the time of the entry (Baxter et
cluded having a visual acuity of at least 20/70 or worse in the      al., 2015).
better-seeing eye with conventional correction (e.g. glasses or
contact lenses), having no motor restrictions that would prevent     Procedure
the use of a computer or mobile device, being 18 years of age             A pilot study was conducted with three of the participants
or older, and an expressed use of the Facebook social network-       the week prior to assess the viability of the data capture and
ing site within the past six weeks. For the participants who we      entry submission process. The main study commenced shortly
determined to be eligible, we explained the risks and benefits       after determining the pilot results were satisfactory. Data collec-
of the study, provided the information necessary to participate      tion lasted for seven continuous days. There were no required
(e.g. time period, method of submitting diaries, etc.) and in-       minimum daily entries; we did not ask participants to increase
quired about the preferred format and means of receiving the         or decrease their use of Facebook beyond their use prior to the
diary entry questions and preferred method for submitting them.      study. Messenger, the social messaging application extension
     Sixteen visually impaired adults (nine men, seven women         for Facebook, also counted as using social media and therefore
M age = 42 years, age range: 21-63) took part in the study. All      required a diary entry. We sent out reminders for submitting
but one of the participants indicated their degree of impairment     entries on the first and last days of the collection period. Entries
as low vision while one participant identified as blind. Partic-     were submitted to the research team by text messaging, email,
ipant income ranged between $11,500 and $76,500. Table 1             and voice messages. A Google Voice number was set up for
Table 1. Participant demographics, diary formats, and social networking site use
ID   Age     Vision Loss             Diary Format                 Device(s) Used            Facebook Version                     Assist. Tech Used
 1    44      Blindness                 Email                     Phone, Tablet                Mobile App                     VoiceOver, ZoomText
 2    22     Low Vision      Word Document, Text Message           Phone, PC           Mobile App, Web-based (PC)         ZoomText, Zoom Feature (Phone)
 3    37     Low Vision                 Email                     Phone, Tablet                Mobile App                           VoiceOver
 4    49     Low Vision          Email, Text Message              Phone, Tablet                Mobile App                           VoiceOver
 5    56     Low Vision             Text Message                Phone, Tablet, PC              Mobile App                           TalkBack
 6    63     Low Vision                 Email                     Phone, Tablet      Mobile App, Web-Based (Tablet)                 VoiceOver
 7    33     Low Vision          Email, Text Message                 Phone                     Mobile App                           VoiceOver
 8    62     Low Vision                 Email                          PC                       Web-based                   Magnification/Large Screen
 9    48     Low Vision                 Email                     Phone, Tablet                 Web-based                           VoiceOver
10    21     Low Vision                                              Phone                     Mobile App                           VoiceOver
11    43     Low Vision              Audio Message                   Tablet                     Web-based                         Zoom Feature
12    36     Low Vision                  Email                     Phone, PC                    Web-based                           ZoomText
13    26     Low Vision                  Email                     Phone, PC        Mobile App (Phone), Web-based (PC)            Magnification
14    40     Low Vision               Text Message                 Phone, PC        Mobile App (Phone), Web-based (PC)   ZoomText, Magnification, TalkBack
15    35     Low Vision               Text Message                   Phone                     Mobile App                           VoiceOver
16    55     Low Vision               Text Message                Phone, Tablet     Mobile App (Phone), Web-based (PC)       Magnification, VoiceOver

the participants to send text and voice messages. At the end of                             “Sometimes the uh voiceover feature picks up on
the collection period, individual phone interviews, which lasted                            outside noise or uh it uh does not uh correctly
for approximately 30 minutes, were scheduled with each par-                                 write what you’ve spoken because of perhaps, an-
ticipant to learn more about their social networking habits and                             nunciation issues, if you don’t annunciate certain
their thoughts on the diary entry process. We recorded every                                words just right ... a person who’s uh visually im-
interview with consent from the participants.                                               paired such as myself, that can be very frustrating
                                                                                            at times.” (P5)
                                RESULTS
     We asked participants to share their thoughts on the process                          Participants P11 indicated the volume of questions they had
of generating diary entries after every social media use and the                      to answer for the entry; they felt many of the questions did not
level of difficulty involved. All participants indicated that creat-                  apply to them and did not answer them. When asked about im-
ing and submitting the entries was not difficult, and there were                      provements to the diary entry process, participant P5 indicated
minimal issues during the collection process. When asked about                        the desire for improvements to speech-to-text software broadly.
their preferred methods for creating entries, some participants                                                DISCUSSION
used their phones to text their entries while others used a word
                                                                                           We report on what we believe are lessons learned from the
processing application such as Microsoft Word or Google Docs.
                                                                                      diary study process.
One participant used pen and paper to write their responses in a
notebook and then wrote their notes in an email for submission,                       Load Balancing of Data Capture for Participants
and one participant sent voice messages using their phone. We                              When working with participants with visual disabilities, an
asked participants about any potential positives in creating diary                    important consideration is the burden of responsibility on the
entries of their social media. Seven participants indicated sev-                      participants for capturing and providing data. In a diary study,
eral positives for creating diary entries. They indicated that it                     the responsibility of collecting data falls entirely on the partic-
helped them reflect on their social media usage, frequency, and                       ipants. We carefully considered how much cognitive effort it
the kinds of activities they do when using it:                                        would place on the participants, on top of working through their
                                                                                      visual impairment, to create diary entries for seven continuous
       “oh well, actually I think it was kind of positive be-                         days. Therefore, we took the responsibility of collecting screen-
       cause uhm it kind of let me know what I was actu-                              ing and demographic information from the participants through
       ally using uh Facebook and Messenger for. I didn’t                             a pre-study phone call. As a general practice with any research
       really think about it before” (P9)                                             involving participants with a disability, carefully consider and
                                                                                      evaluate the amount of work to be allotted to them and how it
     One participant mentioned that it helped them realize how                        may affect the quality of the data returned.
much they “enjoy keeping entries like a journal” (P16). Partici-
pant P13 admitted that need to write diary entries reduced their                      Consistent and Flexible
social media use.Participant P14 liked the plethora of different                           When conducting a diary study with visually impaired par-
options for sending diary entries, stating that they preferred not                    ticipants, communication should be both consistent and flexible.
to send emails.                                                                       Given that persons with visual disabilities use different devices
     Regarding drawbacks for creating diary entries, only three                       and assistive technologies appropriate for their degree of vi-
participants reported any potential issues. Participant P4 men-                       sion loss, their preference for communication may vary. In our
tioned that it could be challenging to use the pen and paper                          study, some participants preferred phone calls, others preferred
method to create entries when having low vision. Participant                          text messaging, and some preferred the use of email. Having
P5 mentioned transcription accuracy issues with VoiceOver:                            the flexibility for participants to contact the research team is
paramount to their comfort and assurance of being able to ask                                      CONCLUSION
questions or provide feedback. For our study, we used Google
                                                                           The current paper provided an overview and reflections of a
Voice with a phone number to serve as the main contact number
                                                                      diary study conducted to investigate how persons who are blind
for participants to reach us. We also decided to have one person
                                                                      or have low vision use SNSs. From the diary entries and post-
to serve as the liaison between the team and the participants to
                                                                      study interviews, we learned about how they use social media,
establish familiarity and consistency for the participants. From
                                                                      what assistive technologies they use to aid their use, and their
our experience, this level of consistency and flexibility made
                                                                      opinions of the process for creating and submitting diary entries.
communication between the research team and the participants
                                                                      Overall, participants found the process to be relatively straight-
issue-free and accessible
                                                                      forward thanks to the multitude of methods to create and send
                                                                      entries to us. Most participants believed the diary entry com-
Options for Diary Entry Creations and Submissions
                                                                      ponent was helpful in their self-awareness of their habitual use
     A crucial factor in the successful execution of the study was    of SNSs. Aside from a few negative issues, most participants
the number of options provided to participants for creating and       found the experience to be a positive one.
submitting diary entries. We enabled participants to submit en-            Lastly, we offered a few lessons learned from the experi-
tries as email messages, digital documents, voice messages, and       ence and best practices for carrying out diary studies with par-
text messages. Having multiple mediums for entry creation and         ticipants with visual impairments. The current paper contributes
submission is critical as visually impaired users have varying        towards guidelines for conducting user studies with people with
levels of vision loss, which may determine what technologies          disabilities from a practical perspective.
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