Edgar Pérez’s research while affiliated with Université de Montréal and other places

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Publications (11)


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Comparing Immersion in Collaborative Ideation through Design Conversations, Workload and Experience
  • Conference Paper
  • Full-text available

October 2011

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127 Reads

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6 Citations

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Edgar Pérez

This paper presents a case study comparing the HIS (Hybrid Ideation Space), a system allowing designers to be physically immersed in their sketches and physical models, and VyewTM, a whiteboard software, in local and remote design collaboration; aiming to see if immersion benefits collaborative ideation. Three methodological tools were used: Design Conversations (Collaborative Ideation Loop “CI-Loop”, Collaborative Conversations “CC” and Collaborative Moving “CM”), Workload using NASA TLX and Design Flow for the designers’ experience. Local collaboration results appear to have benefited from immersion while remote results were mitigated by participant issues. However, looking deeper into users’ experience explains the impact of immersion.

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Figure 1. The settings of the experiments from 2007 to 2009. 
Figure 2. Video analysis of different input devices in the HIS (2007 to 2009). 
Figure 3. Video analysis of four interfaces in the HIS (2009). 
Figure 4. Flow questionnaire and workload (2009). 
Assessment of design tools for ideation

Designers interact with a wide range of design tools, in a variety of ways, in order to support their work. Any attempt to produce digital tools aimed at supporting ideation raises the question of the kind of information considered account and what is appropriate to the needs and expectations of designers. We developed and implemented an assessment method for digitally supported conceptual design based on reflective conversation, flow, cognitive ergonomics and activity theory. our approach opens up the evaluation spectrum to include parameters beyond performances factors for conceiving new digital design tools. this assessment approach considers user (the designer), action (idea-tion) and object (the tool) in the ideation process, namely the designer's experience interrelated to the needs of the task and the characteristics of the tool. In this paper we present the results of several research pro-tocols in which we observed, analyzed and successively acted upon five different stages of the interface of a design tool as it was being devel-oped, the Hybrid Ideation Space (HIS). taken as a whole, these results suggest the limits and support of designers' optimal relationship with an ideation interface.


Figure 1. The interconnected HIS, here with part of the spherical screen open 
Figure 2. Examples of CI Loops (1 for concepts and 2 for the form), with their dialogue 
Figure 3. Examples of Collaborative Conversations (Presentation and Discussion), with their dialogue 
Figure 4. Example of Collaborative Moving, with its dialogue 
Figure 5: Timeline of all design conversations 
Design conversations in the interconnected HIS

May 2011

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1,552 Reads

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8 Citations

To ideate, to exteriorize a concept, designers talk and put qualitative and ambiguous mental images in external representations. Verbalization on its own or combined with these representations drives ideation and is the most common means of externalizing design intentions in collaborative settings. This paper presents in detail the different elements of the design conversation in a remote setting: Collaborative Ideation Loops, Collaborative Conversations and Collaborative Moving. They occurred while using the interconnected Hybrid Ideation Space (HIS) in the context of a multidisciplinary ad-hoc project between two universities located in different countries. We ran a research protocol in the format of a design charrette where two teams (team a: two architecture students, team b: two industrial design students) participated in the ideation of a bus shelter. This case study shows the relevance in particular of these elements of design conversations, as methodological tools to better assess and understand collaborative ideation process using computer-mediated collaborative environments.


Fig. 1. The interconnected HIS, here with part of the spherical screen open. 
Fig. 2. Sample of CI Loops 1 and 2, CCs and CMs patterns. 
Fig. 3. Timeline of activities with Vyew, matching design conversation to Design Flow (day 1). 
Fig. 4. Timeline of activities in the HIS, matching design conversation to Design Flow (day 2) (Berkeley local: no CI, they opted for individual ideation instead). 
Fig. 5. Workload for each session. 
Comparing Immersion in Remote and Local Collaborative Ideation through Sketches : A Case Study

May 2011

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238 Reads

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18 Citations

Sketches are used in design to support ideation, communication, and collaboration because of their abstraction, ambiguity and inaccuracy. Design collaboration using freehand sketches is possible through whiteboard software over Internet. Although designers can co-design and share design referents through this tool, their sketch retains the same scale problems as on paper : by not being confronted to life-size representations, designers can cheat themselves while sketching without references, by distorting perspective views. In 2007, we developed a system (Hybrid Ideation Space—HIS) that allows designers to be physically immersed in their sketches and physical models, literally inside their life-size, real-time representations while sharing them remotely to another HIS. This paper presents a case study comparing the HIS and a whiteboard software (VyewTM) in local and remote design collaboration. With this initial observation, we wanted to see if immersion benefits to collaborative ideation. Three methodological tools were used : the Design Flow pertaining to the designers’ experience, the Collaborative Ideation Loop (CI-Loop) for the design collaboration process and the NASA TLX to measure the workload. The local collaboration results show a benefit from immersion while remote results were mitigated because of participant issues.


Figure 1. The first interconnected HIS, here with part of the spherical screen open 
Figure 2: CI Loops (1 for concepts and 2 for the form ) and CC (Presentation and Discussion) 
Figure 3: Time spent in collaborative exchanges 
First steps of the Augmented design studio The interconnected Hybrid Ideation Space and the CI Loop

April 2011

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133 Reads

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9 Citations

professional or school design studios are essential environ-ments for design supporting free exploration of materials and repre-sentations, analogue or digital. New technologies have moved into the studio with mixed results. paradoxically, the use of portable computers, using Internet as collaboration channel, has actually individualized the design work and limited the support to co-creation, reinforcing indi-vidual work. the Augmented Design Studio argues for the implemen-tation of hybrid technology, such as the Hybrid Ideation Space (HIS), in the design studio to compensate for the absence of collective local or remote efficient ideation space. This paper presents a case study showing the primary results of distant synchronous and asynchronous design collaboration supported by the interconnected HIS during an ad-hoc project and assessed by the improved Collaborative Ideation loop (CI loop) methodology. the HIS was installed in two universi-ties located in different countries. We ran a research protocol in the format of a design charrette where two teams (team a: two architec-ture students, team b: two industrial design students) participated in the ideation of a bus shelter. this case study shows that teams were able to co-design while they were virtually "teleported" into each other's representations.


Figure 5 Examples of Collaborative Conversations (Presentation and Discussion)
Figure 6 Example of Collaborative Moving
Figure 7 Timeline of the elements of Design Conversation
Elements of design conversation in the interconnected HIS

January 2011

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391 Reads

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33 Citations

International Journal of Design Sciences and Technology

To ideate, designers talk and exteriorize ambiguous mental images in external representations. Ver- balization is the most common means of externalizing design intentions during collaborative design. This paper presents the different elements of Design Conversation: Collaborative Ideation Loops, Collaborative Conversations and Collaborative Moving. They were observed using the intercon- nected Hybrid Ideation Space (HIS) in the context of a multidisciplinary collaborative case study. In this project, two teams of students from two universities designed a bus shelter. This study highlights the relevance of these elements of Design Conversation as methodological tools to assess and under- stand the ideation process using computer collaborative environments.


Signs of Collaborative Ideation and the Hybrid Ideation Space

November 2010

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856 Reads

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21 Citations

We describe the signs of Collaborative Ideation (CI) that have been observed in face-to-face design settings using two methodological tools, the CI Loop and the Design Flow pattern. The CI Loop, which includes body gestures, was first observed in this study and captures the participants' design conversation while collaborating. The Design Flow assesses the designer's experience while designing. The main goal is to better understand collaborative ideation, from the user's experience point of view, in order to better assess collaborative design tools. We present two protocols (short with students; long with professionals) done in the Hybrid Ideation Space (HIS), a face-to-face CI tool. The HIS has previously been evaluated and compared to traditional and digital tools, and appears to enhance the collaborative ideation process. This study also proposes an eventual relationship between CI Loop and Design Flow pattern at micro (during a minute) and macro levels (during a longer period).


figure 2. the flow wheel with its eight dimensions.
figure 4. flow wheel compilation, with typical design flow pattern in dotted line.
figure 6. it shows the account of 3 types of actions observed during the 20 minutes observation session: design conversations, design moves and non-design actions.
Design tools and collaborative ideation

January 2009

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257 Reads

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10 Citations

This paper presents the results of a comparative study between traditional analogue tools (sketches and physical models), a CAD software (digital) and a hybrid tool (digital and analogue) that allows immersive freehand sketching and model making (the Hybrid Ideation Space), in order to assess their respective abilities to support collaborative ideation. By comparing these tools, we were able to better understand the relationship between the activity of collaborative ideation, the tools that support it and the experience of the designer in order to provide principles for the development of collaborative tools in design.


Point and Sketch: In the Hybrid Ideation Space

September 2008

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176 Reads

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2 Citations

RESUME Cet article documente une étude sur le travail d'idéation collaborative dans l'Espace hybride d'idéation. Nos ob-servations se concentrent sur la nature collaborative du design conceptuel, comme processus social fait à travers des gestes et des représentations graphiques et verbales qui permettent la négociation et la prise de décisions. Deux groupes différents d'usagers ont participé à cette étude : une courte expérience (20 minutes) avec des étu-diants de design travaillant en paires et une expérience longue (6 heures) avec une équipe de designers praticiens. Nous avons observé que les membres de l'équipe participaient de manière égale dans la conversa-tion réflexive quand ils étaient à l'intérieur de l'esquisse immersive, l'un(e) manipulant le crayon numérique, l'autre le pointeur laser. MOTS CLES : Outils de design conceptuel collaboratif, Espace hybride d'idéation, Design comme processus so-cial, conversation de design. ABSTRACT This paper documents a study on collaborative ideation in the Hybrid Ideation Space. Our observations focused on the collaborative nature of conceptual design, as a so-cial process through gestures, graphical and verbal repre-sentations, allowing negotiation and decision-making. Two different groups of users participated in this study: a short-term experiment (20 minutes) involving design students working in pairs and a long-term experiment (6 hours) with a team of design practitioners. We have ob-served that team members participated equally in the re-flective conversation while inside immersive sketches, one using the digital pen, the other, the laser pointer.


The ideation gap: hybrid tools, design flow and practice

March 2008

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673 Reads

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145 Citations

Design Studies

Ideation is still done with traditional analog manual tools because current computer interfaces are inconsistent with the needs of designers. The Hybrid Ideation Space (HIS) was developed to respond to this lack by augmenting analog tools with digital capabilities respecting the designer's needs for uninterrupted reflective conversation with the representation that should, in turn, enrich ideation. To assess ideation, we have developed the notion of Design Flow, which considers the pattern of multiple dimensions involved in ideation. Design practitioners testing the HIS showed that ideation was well supported in synchronous, individual or team settings.


Citations (9)


... Although several digital tools are helpful for design scenarios, there is ongoing discussion about the lack of truly efficient tools for the ideation stage of design [32]. Dorta [33] emphasised that computer representations and virtual reality are mainly used for presentation and validation rather than for design tasks. Dorta et al. [32] later developed and tested tools based on design flow and proved that it helps with enriching ideation processes through the attainment of a flow state of mind. ...

Reference:

Challenges and Opportunities of Using Metaverse Tools for Participatory Architectural Design Processes
Immersive Drafted Virtual Reality a new approach for ideation within virtual reality

... It is identified from the literature review that the design process has multiple dimensions involved within itself. This study has identified them as the Mechanisms with the Tools, Mechanisms with Design Flow, Mechanisms augmenting analogue with digital space, and Mechanisms with Hybrid Space [25].The research in this domain shows the evolution of mechanisms from an analogue space/s to a hybrid space that integrates digital space/s. Here, the overlay of digital spaces comes into the picture as an evolved domain. ...

The ideation gap: hybrid tools, design flow and practice

Design Studies

... With the emergence of media such as virtual reality in the mid-1980s, it has become used in sketch production environments. This is considered as an immersive environment in previous studies (Oti, Crilly, 2021;Dorta et al., 2011). 3D immersive environment sketches were first produced with CAVE (Audio Visual Experience Automatic Virtual Environment) systems. ...

Elements of design conversation in the interconnected HIS

International Journal of Design Sciences and Technology

... During these design critiques, co-design is analyzed with the theoretical framework of Design Conversations (Dorta et al. 2011a(Dorta et al. , 2011b. This framework was used to encode the verbal protocol according to six key elements: Naming (defining the element at the core of the design activity); Proposing (expressing an idea or concept); Constraining (formulating limits or requirements of the design situation); Negotiating (discussing a specific element of the project through an explanation or a question); Decision making (agreeing or disagreeing on an idea) and Moving (a design move, often accompanied by sketching). ...

Comparing Immersion in Collaborative Ideation through Design Conversations, Workload and Experience

... Surprisingly, little archival evidence was found of prior research that evaluated and compared extant tools for online collaborative engineering design. Several efforts created and evaluated novel digital collaboration tools intended to enhance the creative process [1,[17][18][19][20][21][22][23][24][25][26]. These tools were not evaluated in this study because they are not widely available and users would not be able to count on technical support. ...

Comparing Immersion in Remote and Local Collaborative Ideation through Sketches : A Case Study

... The method identifies verbal exchanges and collaboration patterns formalised in codesign, showing how ideas become mature [41]. The method conducts in-depth analyses accounting for verbal exchanges, gestures, and active representations. ...

Design conversations in the interconnected HIS

... They should complement traditional education with unusual experiences that stimulate creativity [51]. Regarding architecture education, one example is the Hybrid Ideation Space for design studios, proposed by Dorta et al. [63], in which the pedagogical structure is composed of "immersive life-size visualisation, freehand sketching, and local and remote collaboration" [64]. Another example is the VRArchEducation model developed by Özacar et al. [65] for surveying activities, and the Immersive Atelier Model for remote inter-university studios, proposed by Sopher and Lescop [66]. ...

First steps of the Augmented design studio The interconnected Hybrid Ideation Space and the CI Loop

... Creative thinking in design relies on complementary processes: generating new ideas, evaluating ideas (Runco & Jaeger, 2012), and recombining ideas (Boden, 1998). In design teams, interactions between designers also influence creative ideation (Dorta, Lesage, Pérez, & Bastien, 2011). In the following sections, we will discuss four design behaviors that relate to creative design ideation: idea fluency, evaluating ideas, design collaboration and co-evolution of the problem and solution spaces of ideas. ...

Signs of Collaborative Ideation and the Hybrid Ideation Space

... Robertson and Radcliffe (2009) follow their initial user study with an extensive survey documenting how widespread these occurrences are in design practice. Dorta, Lesage, and Perez (2009) compare analog tools (sketching and physical models) to CAD and hybrid environments for industrial design. Moving beyond feedback, Burnell, Stern, Flooks, and Yang (2017) consider the integration of design, analysis, and optimization in a single geometric CAD environment. ...

Design tools and collaborative ideation