From: Ian Berdanier, Matthew Vaughn Subject: Usability report on instructions for designing a low-voltage electrical system
ABSTRACT Instructions for designing a low-voltage electrical system for an apartment or flat underwent usability testing by various subjects. This test was to reveal where, if at all, the text failed to guide the user to complete the task successfully. Subjects were chosen by experience and familiarity with architectural plans. Data were collected by observation during the live testing and also questionnaires filled out by each subject. With half of the subjects completing the instructions and half failing, the test revealed major flaws with the instructions. A few steps and some figures will be removed or modified as a direct cause from these tests. Minor technical changes will be made as well to the instructions.
INTRODUCTION The task of designing a low-voltage electrical system is not practical or applicable to just anyone. The instructions drafted by Ian Berdanier and Joan Llobera are intended to guide those previously familiar with architectural plans in designing an electrical system. To understand the usefulness and efficiency of the text, we conducted usability testing on their instructions with test subjects of varying architecture backgrounds. The test encompassed readability, succinctness, and organization. The test was also used to judge how much previous architectural experience is needed to complete the task. Upon finding and analyzing the results, many revisions were made to the original text. METHODS To successfully test the instructions' usability, we selected four test subjects of varying proficiency in reading and using architectural plans. The subjects ages ranged from 29 38 (three females and one male). The subjects experience ranged from no experience to advanced experience when working with architectural related documents. Mr. Berdanier tested three of the four subjects at his apartment, and we both tested the final subject in the Barry Hall Library in downtown Fargo. The same protocol was used for each subject no matter the location. First the subject was given a brief explanation of what the test was about and what would be required of them as the test subject. The subject was then given a pre- designed layout of a home without the electrical design (Appendix B), which they would complete using the instructions. All test subjects used the same test plan. Next the subject was given a copy of the instructions (Appendix A) along with the required material needed to accomplish the task, which included a dimensioned floor plan for reference (Appendix C). The testers then sat 10 20 feet away from the subject while the subject drafted and worked through the instructions. The testers took notes of where and when the users required help, while also taking notes of the overall time and difficulty during the test (Appendix D). A questionnaire (Appendix E) was given to the test subjects upon completion. The questions asked were to better illustrate how helpful certain parts of the instructions were, and which parts were the most important to users. Each question was asked in a scale of 0 5, where 0 represents a not applicable element and 5 represents an essential element to the text. We analyzed the data following the completion of all the tests. Recurring problems and those which impeded a subject who claimed an average or greater subject knowledge in the post-testing questionnaire were noted as the most serious. Non-recurring problems were examined for significance based on each subjects expected ability to complete the task, and even when completion was not expected, whether or not a reasonable solution existed. RESULTS Two of the four subjects tested finished the task. Subject 1, who did not finish, was unfamiliar with architectural plans and could not understand the jargon used in the instructions. Subject 2, who rated himself as advanced in architectural knowledge, finished the fastest with a time of 33 minutes. Subject 3 finished the instructions at 70 minutes. The following table further illustrates the subjects final results with the initial testing. Subject 4 was a special case; the subject completed every step except 13 and finished at 80 minutes. Step 13 was a common problem among test subjects, thus making her incompletion of the task debatable.
Subject Age Level Of Previous Knowledge Completed instructions? Time taken to complete task #1 37 None No (Step 8 of 14) 42 Min. finish step 8 #2 38 Advanced Yes 33 Min. #3 29 Very Little Yes 70 Min. #4 30s Average No (Step 13 of 14) 80 Min.
Following the initial testing, the subjects were given a questionnaire to fill out regarding their experience with the instructions. The results from the questionnaire yielded the most informative feedback from the whole testing experience. Many subjects found some documents more useful than others based on experience. For example, subject 2 (who was the most proficient) rated low importance on the floor plan and glossary, while subject 1 (who was the least proficient) rated all elements a 4 or higher. The least highly rated element of the text was the glossary. Only subject 1 rated it above a 2 on the importance scale. Subject 3 noted that she did not notice that there was a glossary until after the test had ended, proving that not only was more instruction needed to direct the subject to the glossary, but also that the glossary was not needed to complete the task.
0 1 2 3 4 5 1 2 3 4 How helpful was the floor plan provided How helpful was the floor plan provided 0 1 2 3 4 5 1 2 3 4 How Helpful Was the Glossary How Helpful Was the Glossary 0 1 2 3 4 5 1 2 3 4 How helpful was the Symbol Legend How helpful was the Symbol Lengend 0 1 2 3 4 5 1 2 3 4 How helpful were the illustrations overall How helpful were the illustrations overall 0 1 2 3 4 5 1 2 3 4 How helpful were the instructions overall How helpful were the instructions overall The instructions were overall rated as good, but there were a few recurring complaints among the test subjects. Step 13 gave every subject trouble except for subject 1, who only made it to step 8 before having to stop. Step 13 was a calculation added by Joan Llobera, who is co- authoring the instructions from Barcelona, Spain. The calculation is not typically used in American electrical designs due to the differences between American and Spanish electrical service. Due to this confusion, subjects 2 and 3 either skipped or asked for help with that step, while subject 4 could not continue. Another problem test subjects struggled with was drawing the electrical panel in the location intended in the instructions. The electrical panel should be drawn within the walls, yet in two instances it was drawn outside of the wall, although still in a correct location. As noted above, the glossary was the lowest rated addition to the text by the subjects. Subject 1 noted that the glossary was confusing to read and could be referred to at the beginning. Subject 3 echoed that response, she did not even know there was a glossary until after finishing the test. Both subjects 1 and 3 felt that figure 3 should be closer to the beginning of the instructions; information useful for steps on the first page was not noticed until subjects turned to page 2. DISCUSSION The results of the testing revealed a few major flaws and more minor flaws to the text. Only a few steps will be altered drastically, if not deleted all together. Many of the revisions to be made from the test results will be to increase readability of the addition materials (i.e., the glossary and symbol legend). The major changes to the text will result in the power calculation in step 13 being removed for American users. It was confusing to every subject who encountered it and caused one to quit completely. Another major revision will be to delete figure 2 entirely, and provide the measurements directly in the text; this will be replaced with another illustration to provide the additional information needed for steps 1 and 2. For readability revisions, step 1 will be re-worded to better describe the panel location. Specific instructions will be given for a socket box to be located for the refrigerator and the height requirement for the wall light box (it will be revised to a 5 ft. minimum). Using the feedback from the questionnaire, a note will be added on the first page guiding the user to the glossary for all words in bold-face type. Boiler will be added to the glossary or replaced with a more suitable word. Finally an exhaust-fan symbol will be added to the symbol legend. These revisions will help guide less-experienced users through the instructions with greater ease and understanding. APPENDIX A: Instructions Tested Introduction The purpose of these instructions is to guide you through the process of design and installation of a low- voltage, home electrical system. Who should use these instructions Draftspersons, drafting students, home designers, or others with basic knowledge of construction drawings. Fundamental drafting skills are assumed. For Computer Aided Design (CAD) system users, knowledge of common CAD commands is assumed. List of materials and tools needed 1. Architectural drawing paper or Computer Aided Design (CAD) system 2. A dimensioned floor plan of the home, flat, or apartment that your electrical design will derive from 3. An undimensioned plan that is otherwise identical to the floor plan in (2) to which the electrical design elements will be added. If you are using a CAD system, this can be done by adding a new layer in your digital plan or making an existing electrical layer the active layer and turning off the layer that the dimensions reside on. 4. Table or list of electrical symbols for reference or a symbol library containing electrical symbol blocks if you are using a CAD system 5. If you are not using a CAD system, you will need the following items: a. drafting pen or pencil b. architects scale c. straight-edge d. drafting triangle Optional Items 1. calculator 2. lettering guide
To designing your home electrical system, follow these steps. 1) Locate the Electrical Panel: With your drafting pen/pencil, draw the electrical panel symbol (Figure 1) with in a exterior wall-space near the main entrance. (A wall section that defines a utility room or closet space is the best location.) If using CAD, select and place the electrical panel symbol using the object snap and tracking tools.
2) Locate the socket boxes: Use the architects scale and a drafting pencil to mark the horizontal points for the socket boxes. Draw socket boxes on the electrical plan with your drafting pen/pencil using the appropriate symbol (Figure 1). If using CAD, select and place the socket symbol block using the object-snap and tracking tools. Use the following guide for the minimum socket quantities. a. Bedrooms 3 b. Living Room 5 c. Kitchen 6 (2 minimum above the counter) d. Bathrooms 2 (next to the sink at the minimum distance from the bathtub as shown in Figure 2.
Figure 2 Symbol Quantity Description Elect rical Panel Socket Box Swit ch Box Ceiling Light Box Wall Light Box Symbol Legend Figure 1 3) Locate the switch boxes: Use a drafting pencil to mark the horizontal points for the switch boxes. Draw the switch boxes on the electrical plan with your drafting pen/pencil using the appropriate symbol (Figure 1) on the latch-side of doors. If using CAD, select and place the switch symbol block using the object-snap and tracking tools. Use the following guide for the minimum switch quantities. a. Bedrooms 2 (one next to the door, and one on the opposite wall to control power to the sockets) b. Living Room 1 c. Kitchen 1 d. Bathroom 1
4) Locate the light boxes: Use the architects scale and a drafting pen/pencil to mark the horizontal points for the light boxes. Draw the light boxes on the electrical plan with your drafting pen/pencil using the appropriate symbol (Figure 1). If using CAD, select and place the appropriate light symbol blocks using the object-snap and tracking tools.
5) Connect the switch boxes to the light boxes: Using a hidden line-type, draw arcuated lines between each switch box and the light box it will energize, similar to the example in (Figure 3).
Figure 3 6) Connect the bedroom switch box to the socket power circuit: Using a hidden line-type, draw an arcuated line between the switch box and the nearest socket box.
7) Locate the socket boxes for high-power appliances: At a minimum, two circuits will be dedicated to appliances. Using a drafting pen/pencil, (or if using CAD, select and place the socket symbol block using the object-snap and tracking tools) draw socket boxes on the electrical plan for the following appliances: a. Oven (label as C3) b. Washing machine, dishwasher, and electric boiler (label as C4)
8) Label your Electrical Plan: Using your straight edge and drafting pencil, draw a light line below the drawing. Above the line, write Electrical Plan. Below the line, write the drawing scale used (for SI 1:100 is common; for U.S. Imperial, = 10 is common).
Congratulations! You are finished drawing your Electrical Plan.
9) Draw an elevation view: Using the architects scale and drafting triangle, at an appropriate scale, (U.S. Imperial suggest = 1 0; SI suggest 1:50) draw any portion of an interior wall that shows the following elements. a. socket box (0.2 m or 16 in. above the floor to the center of the box) b. switch box (90 cm or 4 ft. above the floor to the top of the box) c. wall light box (1 m or 5 ft. above the floor to the center of the box) d. floor-plane
10) Add dimensions to the elevation view: Write the dimensions perpendicular to the floor-plane and centered between the floor-plane and each socket/switch/wall light box. Draw lines from each side of every dimension extending to the floor plane and to the box. Terminate each dimension line at the floor plane with an arrow-head.
11) Draw a section view: Choose an appropriate scale. Using the architects scale and drafting triangle to draw a section view of the wall through the Electrical Panel. (For SI, 1:50 is common; for U.S. Imperial, = 1-0 is common) This view should show the following elements and conditions: a. interior face of the electrical panel flush with the finished wall surface. b. floor-plane
12) Add dimensions to the section view: Write the dimensions perpendicular to the floor plane and centered between the floor plane and the electrical panel. Draw lines from each side of the dimension extending to the floor plane and to the electrical panel. Terminate both lines with an arrow-head.
13) Calculate the power requirement: List in a column the power requirements of each device and appliance. Then calculate the sum of all these. This is the total power requirement.
This sum will determine your electrical service requirement as one of the following: Basic Electric or Low-power (5.75 kW or less) High-power (9.2 kW or greater) Provide this information in a note next to the electrical panel. Add a note with Circuit Data for a heading. Under the heading write the following information: C1 Lighting Circuit C2 Power-point Circuit C3 Oven C4 Appliances C5 - Bathroom (protected)
14) Label your drawings with the titles Electrical Elevation, and Electrical Section the same as you did in step 8. Write the scale that you used for each drawing under its title.
Congratulations! You are finished designing your home electrical system. Glossary of terms
arcuated: having a random curve
digital plan: a plan [drawing] produced using Computer Aided Design (CAD) software
hidden-line: a broken or dashed line
low-voltage: the voltage used in a home. (i.e. 220-230 volts in Europe, 120 volts in the U.S.)
point: a two-dimensional position in the drawing
symbol block: the contents of a CAD symbol library
APPENDIX B: Floor Plan to be filled out by subject
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P R O D U C T APPENDIX C: Floor Plan (reference for subjects use)
APPENDIX D: Observers Notes Subject #1: Age 37, female, 42 Minutes through Step 8 -Doesnt understand the meaning of the text for placement of the electrical panel -Needs figure 3 information on first page of instructions -needs a note referring user to glossary for bold words and make sure all glossary words are in bold face type
Subject #2: Age 38, male, 33 minutes to finish -In figure 3, the 2 lines from switches to the light/exhaust fan is confusing since there is no EF in the symbol legend -Step 13 no information to calculate power requirements -Electrical panel within the wall space was not understood
Subject #3: Age 29, female, 70 minutes to finish -Refrigerator circuit needs to be addressed specifically -Boiler needs to be defined in the glossary -Wall light box height of 5 ft. needs to be minimum -Step 13: same as subject #2
Subject #4: Age Not Given, female, 80 minutes to reach step 13 -Added too much detail -Step 13 caused her to stop -Needed labeling for the elevation and section after completing them APPENDIX E: Questionnaire Instructions Usability Survey of Designing a Low-Voltage Electrical System Important: This is an evaluation of the instructions, not of your personal ability.
What is your level of knowledge of the subject? None Very little Average Advanced Expert Were you able to complete the task? Yes No
If not, how far did you get before stopping? Step: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 What steps were confusing and why?
How helpful was the floor plan provided? How helpful was the Glossary? How helpful was the Symbol Legend? How helpful were the illustrations overall? How helpful were the instructions overall? Essential Very Helpful Helpful Not Helpful Not needed Not Applicable 5 4 3 2 1 0 5 4 3 2 1 0 5 4 3 2 1 0 5 4 3 2 1 0 5 4 3 2 1 0
I s there anything that you would change about the order or layout of either the instructions or the illustrations?
Was there any missing or incorrect information? Please Explain.
I s there anything else that could be added or removed to improve the instructions?
Please provide any additional comments or suggestions.