Hemant Bhaskar Surale1, Fabrice Matulic1, Daniel Vogel1
1Cheriton School of Computer Science, University of Waterloo
Conference paper · CHI '17: ACM Conference on Human Factors in Computing Systems, Denver, CO, USA
Four rows of screen captures showing five square targets with left-pointing arrows, alternating grey and red. A black trail crosses the first grey target and a red trail crosses the second, red target.
The compound task: cross five targets in a row, using normal touch for grey targets and the mode-switching technique for red ones. Each row is a moment in one task, from top to bottom: about to cross the first target, crossing it, crossing the red "moded" target, and about to cross the third target. Figure from the paper.

Quick facts

Touch interfaces need modes: the same finger stroke might draw, pan, select, or open a menu. We compared six ways of switching modes on a tablet, with 36 participants seated or standing, using the protocol of a widely cited pen study so that touch and pen can be compared directly. Overall, our work contributes:

  1. A ranking of techniques, fastest to slowest: two fingers, a non-preferred hand button, thumb-on-finger, knuckle or hard press, and a much slower long press.
  2. Pose barely matters. Sitting or standing had no effect on speed and little or no effect on errors (only hard press and the non-preferred hand showed some interaction with pose).
  3. Hard press is the least liked. It was perceived as the least accurate, one of the most fatiguing, and the hardest to learn.
  4. Touch versus pen. Our touch mode-switching times and error rates are higher than those reported for pen (except knuckle compared to the pen eraser).
  5. A design example: one finger could draw, two fingers pan, thumb-on-finger select, and knuckle open a command menu.

We later ran the same kind of study with bare hands in mid-air: see our VR mode-switching paper.

Abstract

This paper presents the results of a 36 participant empirical comparison of touch mode-switching. Six techniques are evaluated, spanning current and future techniques: long press, non-dominant hand, two-fingers, hard press, knuckle, and thumb-on-finger. Two poses are controlled for: seated with the tablet on a desk and standing with the tablet held on the forearm. Findings indicate pose has no effect on mode switching time and little effect on error rate; using two-fingers is fastest while long press is much slower; non-preferred hand and thumb-on-finger also rate highly in subjective scores. The experiment protocol is based on Li et al.’s pen mode-switching study, enabling a comparison of touch and pen mode switching. Among the common techniques, the non-dominant hand is faster than pressure with touch, whereas no significant difference had been found for pen. Our work addresses the lack of empirical evidence comparing touch mode-switching techniques and provides guidance to practitioners when choosing techniques and to researchers when designing new mode-switching methods.

The idea: measure only the switch

A mode switch is buried inside an ordinary stroke: you move to the target, switch, touch, drag, and lift. To isolate it, we used the “subtraction method”. Each task is split into cycles of two crossings. In the compound task a full cycle contains one moded crossing and one default crossing, while in the baseline task both crossings are default. The difference between the two mean cycle times is the mode-switch time.

cycle 1 full cycle full cycle default mode default mode default Baseline full cycle, all targets grey Compound full cycle, switch in and out mode-switch time touch down Non-preferred 164 ms Thumb-on-finger 179 ms Knuckle 223 ms Two fingers 26 ms Hard press 45 ms Long press hold still 500 ms engaged before touching engaged after touching
How mode-switch time is measured: a full cycle has two crossings, and the extra time a compound cycle takes over a baseline cycle is the cost of the switch. When each technique engages the mode, from the paper's keystroke-level analysis: some add positioning time before the finger lands, others add time after touch down (bars drawn to scale).

The second diagram explains why techniques differ. The non-preferred hand button, thumb-on-finger, and knuckle must be engaged before the finger touches the screen, so they add preparation time in the air (about 164, 179, and 223 ms). Two fingers and hard press engage after touch down, and quickly (26 and 45 ms). Long press has to wait out its 500 ms timer, and people then took another 238 ms to respond to the feedback.

Experiment

Techniques. Six techniques spanning current and near-future touch input:

  • Long press: hold still for 500 ms (the Android default) within a 3 mm radius.
  • Two fingers: two touches detected before the stroke enters the target, with the input point at their midpoint.
  • Non-preferred hand: press and hold a 45 × 25 mm on-screen button with the other hand before touching down.
  • Hard press: press hard enough to cross a per-user threshold.
  • Thumb-on-finger: press the thumb against the side of the index finger before touching down, like a pen’s barrel button.
  • Knuckle: turn the hand over and touch with a knuckle, like flipping a pen to its eraser.
Two illustrations of hands on a tablet. Sitting, the non-preferred hand presses a green button at the bottom-left corner. Standing, the hand holding the tablet presses a green button at the top-right corner.
The non-preferred hand button (green) is placed where the other hand can reach it: (a) at the bottom corner when sitting with the tablet on a desk; (b) at the top corner when standing with the tablet held on the forearm. Figure from the paper.

Apparatus. A Google Nexus 10 tablet (2560 × 1600 px, 300 PPI) with 100 ms end-to-end latency. Hard press, knuckle, and thumb-on-finger are not sensed natively by current tablets, so we simulated future sensors. Hard press used a MYO EMG armband with a per-user classifier (almost 99% accurate in a 5-person pilot). Knuckle used an accelerometer on the back of the hand, and thumb-on-finger used a force-sensitive resistor taped to the index finger.

Photos of a hand wearing sensors. Top: an accelerometer on the back of the hand, wired to a wrist-mounted board, detects knuckle touches. Bottom: a force sensor on the index finger detects the thumb pressing against it.
Hardware used to sense techniques that tablets cannot detect yet: (a) knuckle touches with an accelerometer; (b) thumb-on-finger with a pressure sensor on the index finger. Figure from the paper.

Task. Cross five 20 × 22 mm targets in a row in one of four directions. In the baseline task all five are grey and crossed with normal touch. In the compound task they alternate grey and red, and red targets must be crossed with the mode engaged (the trail turns red). Any error triggers a beep and the target must be crossed again.

Participants. 36 people (8 women, all right-handed, mean age 24.1). Half sat with the tablet flat on a table, and half stood holding it on the non-dominant forearm.

Measures. Mode-switch time (subtraction method), crossing time, and error rates: crossing errors, out-of-target errors, and mode errors split into mode-in and mode-out. Each participant made 1,080 crossings, then rated each technique.

What do we learn?

1. Two fingers is fastest, long press is far slower

Mean mode-switch times: two fingers 222 ms, non-preferred hand 311 ms, thumb-on-finger 408 ms, knuckle 500 ms and hard press 568 ms (not significantly different from each other), and long press 1,244 ms. All other pairs were significantly different. Long press was more than twice as slow as the next slowest technique and more than five times slower than two fingers.

Grouped bar chart of mode-switch time by technique for sitting and standing. Long press is highest at over 1,100 ms in both poses, and two fingers is lowest at about 200 to 250 ms.
Mean mode-switch time by pose and technique, with 95% confidence intervals. The order of techniques is nearly the same sitting and standing. Figure from the paper.

2. Sitting or standing barely matters, except for hard press and the other hand

Pose had no significant effect on mode-switch time. For errors, there was no significant difference between techniques when sitting (4.8% to 7.5% combined error). Standing, hard press (13.5%) and the non-preferred hand (10.8%) stood out, while the rest ranged from 3.3% to 7.1%. This suggests both are harder to perform when standing. Two participants with small hands sometimes had trouble reaching the button across the bezel with the hand holding the tablet.

Grouped bar chart of combined error rate by technique for sitting and standing. Most techniques are between about 5 and 7 percent; when standing, non-preferred hand is about 11 percent and hard press about 13.5 percent.
Combined error rate by technique and pose. Note that the colors for sit and stand are swapped relative to the previous chart. Figure from the paper.

3. When accuracy matters, use thumb-on-finger; avoid pressure

Thumb-on-finger had the lowest out-of-target error rate (1.0%, against 5.9% for two fingers), and lower crossing errors than the non-preferred hand (1.5% vs. 3.9%). Hard press was rated the least accurate technique and harder to learn than long press and two fingers, and hard press and knuckle were rated more tiring and harder to use than the rest. One participant said it almost felt like breaking the tablet. Knuckle surprised us: despite the occlusion, its error rate was comparable to the best techniques, although people found it tiring.

4. Touch is not pen

Following Li et al.’s pen study let us compare directly. Our touch times were systematically higher: Li et al. report 139 ms for the non-preferred hand and 284 ms for pen pressure, roughly half of our values. With touch, the non-preferred hand was faster than pressure, whereas no significant difference had been found for pen. One possible reason: Li et al.’s participants could rest a finger on a physical button, while ours had to target an on-screen button.

Design implications

  1. With current devices, use two fingers when accuracy is not critical, and a non-preferred hand button when it is.
  2. With future sensors, thumb-on-finger is a good choice. Knuckle works surprisingly well, though many people find it inaccurate and uncomfortable.
  3. Avoid long press in most cases, and be cautious with pressure for touch mode switching.
  4. Possible improvements: show a cursor between two fingers before touch (with pre-touch sensing), allow the mode to be engaged shortly after touch down to reduce mode-in errors, and combine techniques, such as two fingers or knuckle together with the non-preferred hand, to support several modes.

Limitations

Like Li et al., we used a synthetic, linear task with a single mode switched at a high and regular frequency. This allows fine-grained analysis, but results should be validated in more realistic tasks and with more than two modes. Knuckle, hard press, and thumb-on-finger required participants to wear extra sensors, and results could change with other sensing. The non-preferred hand button had a fixed size and position, and the 500 ms long press duration could be further optimized.

Publication

Hemant Bhaskar Surale, Fabrice Matulic, and Daniel Vogel. 2017. Experimental Analysis of Mode Switching Techniques in Touch-based User Interfaces. In Proceedings of the 2017 CHI Conference on Human Factors in Computing Systems (CHI ‘17), Denver, CO, USA. ACM, 3267-3280. https://doi.org/10.1145/3025453.3025865

BibTeX

@inproceedings{surale2017experimental,
  title     = {Experimental Analysis of Mode Switching Techniques in Touch-based User Interfaces},
  author    = {Surale, Hemant Bhaskar and Matulic, Fabrice and Vogel, Daniel},
  booktitle = {Proceedings of the 2017 CHI Conference on Human Factors in Computing Systems},
  series    = {CHI '17},
  location  = {Denver, Colorado, USA},
  pages     = {3267--3280},
  year      = {2017},
  publisher = {ACM},
  doi       = {10.1145/3025453.3025865}
}

Contact

Questions? Feel free to contact:

  • Hemant Bhaskar Surale, University of Waterloo: hemant.surale [at] gmail.com

Figures are from the paper (© 2017 ACM) and are reproduced here by the authors.