respect logoTask Analysis 

Primary Reference Sources

Kirwan, B and L.K. Ainsworth (1992) (Eds) A Guide to Task Analysis. Taylor and Francis, London.

D Poulson (Ed), (1996) USERfit. A practical handbook on user-centred design for Assistive Technology. European Commission, DGXIII TIDE Project 1062.

Summary Description

Task analysis is a term covering several techniques. Common elements for the techniques is that they all describe interactions between humans and their environments in a systematic way. Task analysis can be defined as the study of what a user is required to do, in terms of actions and/or cognitive processes, to achieve a system goal. Task analysis therefore is a methodology which is supported by a number of techniques to help the analyst collect information, organise it, and then use it to make various judgements or design decisions.

Typical Application Areas

Task Analysis has classically been used in areas where it is possible to define users’ actions at the computer in terms of specific goals for the satisfaction of which the users interact with the software. For situations where the users’ interest is likely to be unfocussed, such as browsing or searching, task analysis may still be useful, but yield less tangible results.

Benefits

It should be noted that even if not used in any formal way the principles of task analysis can be of considerable value in focusing attention to relevant issues to consider when designing products from the users’ point of view.

Limitations

In the hands of inexperienced practitioners, too much level of detail may be entered into; for systems with diffuse objectives, time may be wasted by attempting to apply task analysis to intractable material.

Cost of Use

Although task analysis may be done cheaply by one experienced practitioner, this is seldom recommended, and a combination of task analysis and some other group-orientated method will be found to yield most benefit.

Costs of acquisition

Task analysis is still largely self-taught, although annual conferences in the human factors area sometimes include tutorials on varieties or applications of task analysis. Within the EUSC a number of partners are specialists in this area (e.g. HUSAT and SINTEF) and they would be able to offer skills training and guidance.

Suitability for requirements engineering in telematics

The potential benefits are so great that all projects are recommended to do at least some task analysis, even if at a relatively high level of abstraction. See also Usability Context Analysis which contains elements of task analysis.

Detailed Description of Method

Tasks can be analysed and described from different perspectives. They might be described in terms of frequencies, logical dependencies, temporal dependencies and in terms of both the human and contextual limitations. The relations between the different constraining factors is also often rather complex. This make a proper understanding of tasks without tools to guide the analysis very difficult.

To design computer systems in a task based way four techniques are of particular relevance:

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Hierarchical Task Analysis (HTA) and Tabular Task Analysis (TTA)

Hierarchical Task Analysis (HTA), the most commonly used task analysis technique, represents the relationships between tasks and subtasks. It records system requirements and how these can be achieved, including the order in which tasks and subtasks can take place. It can be recorded in a tabular form and/or pictorially. If recorded pictorially it resembles a tree with branches and sub branches as required.

Task analysis involves three closely linked stages: information collection, information recording and analysis.

Information collection procedures include assessing existing documentation (e.g. operations manuals, procedures, safety reports, previous task analysis studies, drawings, screen pictures), establishing what people do in specified circumstances (in both normal and abnormal situations), questioning/interviewing (getting experienced personnel to describe what and how they do things, what information they need, and how they determine if a task has been carried out satisfactorily). Questioning can be formal/informal.

The results from the above information collection procedures should be verified by other experienced personnel.

Information recording will initially be in note form. It will eventually be translated into the final report. One information recording technique is to draw a tree diagram of tasks in their relation to sub-tasks.

The aim of the HTA is to re-describe the task progressively as more information is collected. Tasks are described in terms of elements which are recursively broken down into sub elements and so on. The entries in the boxes of the diagram are the names of the operations and consist only of a few words.

Some tasks may be broken down into greater detail in sequence as a plan. A plan describes how the task operations are put together as a complete activity, or shows the circumstances under which one operation is performed rather than another. Plans may be cross referenced and added to the hierarchical table.

In addition, where operators are time dependent or time critical, e.g. small time intervals or simultaneous actions required from an operator, time may be added at the beginning of each action, starting at zero to form a timeline analysis.

Information analysis is the final phase. The information gained is used to yield the basic data for design decisions. For example, if a set of displays is to be designed, then the focus will be on information flow across the interface. These sources may then be used to guide design activity.

Another example would be the layout of a set of controls, where the sequence of operations would be important. The sequences illustrated by the task analysis would be isolated and used to guide decisions on optimal layout, for example to minimise the amount of physical movement needed.

Timeline Analysis (TA)

TA is used to document the temporal aspects of tasks. It is well suited to represent task dependencies and possible resource problems in performing tasks. It is often difficult to collect the information needed to produce a TA. In absence of observational data estimates or guesses of temporal relations are used.

LINK analysis

LINK analysis is the simplest of the techniques. It simply demonstrates the frequency of linkage between tasks. It might be used to identify how and how often a user need to navigate from one interface element to the other. The technique can easily be performed. It is most often based on observational data.

The process of designing a system

The HTA methodology is a useful tool to support the design of computer systems. This is particularly linked to the fact that the HTA provides a consistent logical description of the interdependencies of tasks and therefore provide a rational framework for description of possible user interfaces. A typical process of task based design would imply several steps.

First it is important to establish a description of the situation here and now, This will serve as a communication tool with the users and the user organisation and ensure that the starting point is a proper understanding of the tasks as they are performed in the work system.

This preliminary HTA is transformed into a Tabular Task Analysis (TTA). In this format judgements about the allocation of function between man and machines is done. At the same time new tasks that are created by the introduction of a new IT system is written in. We should like to stress that this is not a detailed analysis down to keystroke level. It is possible to construct the basic commands for the new system at this stage.

Based on the TTA a new HTA describing the dependencies of tasks interacting with the new system is developed. This graphical description is used to identify tasks that are performed many places in the system, tasks that are linked to specific goals (i.e. start up, calculate data etc.) and tasks that need further analysis. If done properly this format can be used to describe the windows structure and dialogue elements of an interface.


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