Skill acquisition and task performance in teleoperation using monoscopic and stereoscopic video remote viewing

Skill Acquisition and Task Performance in Teleoperation using Monoscopic and Stereoscopic Video Remote Viewing

David Drascic

Industrial Engineering
University of Toronto
4 Taddle Creek Road
Toronto, Ontario
Canada, M5S 1A4

drascic@ie.utoronto.ca


Proceedings of the Human Factors Society 35th Annual Meeting,
1367-1371, San Francisco, September 1991.

(Winner of the Alphonse Chapanis Award for Best Student Paper)

(c) Copyright 1991.


Abstract

There are many tasks hazardous to human life which can be accomplished remotely through telerobotic control. Robot technology has advanced to the stage where teleoperated manipulators are versatile and effective enough to be used successfully in a wide variety of circumstances. As telerobotic systems become more sophisticated, it is important to ensure that the human-machine interface is adequate for the task. One very important type of feedback information that is missing from standard telerobotic control stations is the immediate and compelling binocular coding of depth, which is thwarted through the use of standard monoscopic ( "2D") video systems, making the operator dependent on other less salient visual depth cues. This is unfortunate, since most telemanipulation tasks require operators to have a good sense of the relative locations of objects in the remote world.

To that end, a practical Stereoscopic Video (SV) system was developed that is compatible with standard video display and recording equipment. An experiment was conducted to examine the potential benefits of SV for teleoperation. The results showed that SV can aid teleoperation by reducing task execution times, reducing error rates, and reducing the time needed for training.


Introduction

There are many tasks hazardous to human life which can be accomplished remotely using telerobotic manipulators. The technology has advanced to the stage where telerobots are are versatile and effective enough to be used in a wide variety of circumstance. These teleoperators (also known as remote manipulators and teleoperated vehicles) are in use around the world, in the nuclear industry, police and military forces, in space, and undersea. The majority of these telerobots use single or multi-camera monoscopic video (MV) displays for feedback. (Meieran, 1988)

As Don Norman says in The Psychology of Everyday Things, "Nothing succeeds like a good display." (Norman, 1988) Presenting necessary information in a natural form facilitates all human-machine interactions. Unfortunately, MV displays act as a filter, removing all stereoscopic depth cues from a scene while retaining some of the monoscopic cues. Stereoscopic cues are a very important source of information about the spatial layout of the remote scene, and thus much of the "knowledge in the environment" is rendered inaccessible. While it is often possible to accomplish a teleoperation task using such a display, it is usually difficult, and takes considerable training to acquire sufficient skill. Robinson (1984) reports that standard two-dimensional video systems with their restricted amount of visual information resulted in Bomb Squad personnel being reluctant to use the telemanipulation vehicle.

The loss of stereoscopic depth information means that there are frequently times when the spatial locations of objects in a static image are ambiguous. While motion parallax or multiple views can sometimes resolve such ambiguities, operating conditions may render this option unfeasible.

Dependence on monoscopic cues.

MV displays filter out all stereoscopic cues, and several monoscopic cues as well, such as texture gradient. Operators therefore have a greater dependence on certain monoscopic depth cues than most stereoscopically-able persons are accustomed to.

It has been shown that when using a modified direct view, such as with a prism arrangement to artificially exaggerate eye separation, or magnifying lenses, monocular cues need to be learned, or recalibrated, a process which takes time (McGovern, 1987). Furthermore, it is known that binocular depth cues play a fundamental role in the calibration of the monocular depth cues, and that binocular disparity is perceived more quickly than any other visual cue (Clapp, 1986, Clapp, 1987).

Even after having learned how to interpret monocular cues for a considerable time, it remains a fairly weak depth cue, and is easily dominated by other cues such as perspective and occlusion. (Wickens, 1990)

On the other hand, as Baker notes: "Because the accommodation and convergence differs in stereoscopy and the physical world, the ability to see binocular depth on a CRT must be learned. On first occasion, many people adapt in a few seconds, while others may take several minutes to see the image comfortably." (Baker, 1987) This short time period, however, is likely considerably shorter than the time needed to master interpretation of monocular cues.

These facts imply that it will take a novice longer to become proficient in teleoperation using a monoscopic display than a stereoscopic display. Since the view from the video monitor is very different from a direct view of the real world with respect to the relationship between the monocular depth cues and the binocular depth cues, it is reasonable to expect that without constant practice, the temporary voluntary recalibration (or learning) of the depth cues of the monoscopic display will fade.

For degraded or complex displays, the monoscopic cues may not prove sufficient; other more radical methods of obtaining depth information may be required: "At present [using MV displays] robots used in the nuclear industry and elsewhere have to make contact with their surroundings for the operator to know exactly where they are. Aided only by a standard two-dimensional TV picture, the operator has to bash the robot arm around inside the reactor until the right position is somehow established. `This can cause damage both to the robot arm and the surroundings.'" (Macilwain, 1989)

Benefits of stereoscopic displays

The expected benefits of using stereoscopic displays include a faster and more accurate perception of the spatial layout of the remote scene, visual noise filtering, enhanced effective image quality, enhanced slope and depression detection, wider field of view, enhanced object recognition and image interpretation, increased user satisfaction, and fewer casual errors (critical movements are generally done with such care that there is very little room for improvement). (Drascic, 1991, Milgram et al, 1989, Merritt, 1988)

The literature shows that using stereoscopic video (SV) can greatly improve teleoperation performance and user satisfaction, particularly for tasks "which involve ballistic movement, recognition of unfamiliar scenes, analysis of three dimensionally complex scenes and the accurate placement of manipulators or tools within such scenes." (Dumbreck et al, 1987) SV can in fact make possible tasks that are otherwise impossible (Merritt, 1984).

Further, it has been quite clearly shown that as image quality is degraded or scene complexity increased, the advantages of SV are intensified. (Pepper, 1986)

As stated above, a certain amount of training is necessary to learn how to use the monoscopic depth cues on a MV display. This suggests another benefit of SV displays not greatly discussed in the literature, which is that they do not require the same degree of training, and should be easier for novices to use, possibly reducing the training and practice time needed for skilled teleoperation. While the parameters affecting the utility of SV displays have been investigated for a variety of stereoscopic display formats (e.g. Pepper, 1983 Spain, 1984), most studies have examined the behaviour of well-trained operators. Very little work has been done to investigate the behaviour of relative novices to remote manipulation tasks, particularly with regards to the type of video system used. Of the studies that have been carried out, the findings have not been consistent. For instance, whereas one study found that for a simple target positioning task, the advantages of using a SV system were not as great for novices as for experienced operators, implying that the relative benefits increase with experience (Pepper & Hightower, 1984), another study, using a peg-in-the-hole task, found, in contrast, that the relative benefits of SV decreased with experience (Smith et al, 1979).

In order to investigate this question further, the author and his colleagues conducted two experiments in the Department of Industrial Engineering at the University of Toronto. The first (reported in Drascic, 1991) investigated the behaviour of novices to teleoperation, and found that for a very simple task with little need for depth cues of any kind, using SV displays provided an initial advantage over MV displays, an advantage which faded as subjects became more accomplished at using the MV displays for the highly repetitive task. The second experiment, reported here, examined skill acquisition for skilled operators under a variety of different conditions.


Stereoscopic Video (In)Dependence

Merritt states: "Certain visual tasks are trivially easy with 3D vision, but extremely difficult with only 2D vision. In some cases, the monocular cues do not carry the required depth information; in other cases the monocular cues normally present are degraded by poor visibility or image quality." (Merritt, 1984) Extending this idea, teleoperation tasks can be seen as existing in a spectrum between the two extremes of not requiring any depth information (i.e. "SV-independent"), and being impossible without stereoscopic displays (i.e. "SV-dependent").

Driving a telerobot along a clear path would fall towards the SV-independent end of the spectrum: the information required in order to accomplish the task can easily be obtained without SV. The experiment alluded to above involved such a task, and found that the benefits of SV faded as subjects became more accustomed to using a MV display. (Drascic, 1991) It is reasonable to expect that all tasks near the SV-independent end of the spectrum will show similar results (e.g. Pepper et al, 1981).

On the other hand, at the SV-dependent end of the spectrum, there will likely exist tasks where the initial advantage of SV might even increase with experience, as skill with SV improves, while skill with MV is so handicapped that little improvement can occur.

Between these two extremes will exist the bulk of teleoperator tasks. Since most telerobots in use today are equipped with MV system(s) (Meieran, 1988), the only tasks possible have been those near the SV-independent end of the spectrum. As SV becomes more commonly used, the variety of telerobotic tasks will increase dramatically.


Purpose of the Experiment

The experiment was designed to examine the issue of skill acquisition of a highly repeatable task. Furthermore, in order to see if the benefits of SV were dependent on the difficulty and the SV-dependence of the task, the highly repeatable task was designed so as to have well-calibrated different difficulty levels, examining a broad cross-section of SV-dependence levels.

Experimental Hypotheses

A previous study investigating the effects of degraded image quality on a telerobotic task using MV and SV found that, for the easiest condition, those subjects using MV showed considerable learning, while those using SV displayed no clear learning effect. The authors argue that since the task was designed to have very strong monoscopic cues (i.e. be near the SV-independent end of the spectrum), it is not unexpected that SV shows no improvement; the main improvement for the MV condition is likely through acquiring skill in using the MV display, skill they already had for SV displays. (Pepper et al, 1981)

Based on these results and the discussion above, the hypotheses posed for this experiment were:

Experimental Hypotheses

1. Subjects using SV will show an initial performance advantage over those using MV.

2. The performance difference between MV and SV will decrease as the subjects become more experienced, more so for the low difficulty SV-independent task conditions than the high difficulty SV-dependent task conditions.


Method

Experimental Design

Design Goals. This experiment consisted of two parts, A and B, and took place across two days. On Day 1 of the experiment, the subjects performed both parts of the experiment using one of type of video system. On Day 2 (with at least one day intervening) the subjects repeated the experiment using the other video system.

Part A of the experiment was designed to look at the acquisition of highly task-specific skills for a very repetitive situation, as a function of experience (trial number), the video system used, and the difficulty of the task. Part B of the experiment was designed to look at the differences in performance of tasks in a non-repetitive situation, as a function of the video system used and of the difficulty of the task.

In Part A, the factors being examined were (1) task learning, by having the subjects repeat the same task 16 times consecutively; (2) video system, either SV or MV; and (3) task difficulty and SV-dependence, using four different target sizes (8, 16, 32, and 64 cm). A full-factorial design was used, so that each subject performed 16 * 2 * 4 error-free trials in Part A. Trials with errors were discarded (as explained below), so this meant that subjects with a high error rate performed more runs in total than those subjects with low error rates. Although this may influence the results somewhat, since some subjects therefore had more experience and practice than the others, it was felt that the additional experience from making errors would not contribute a great deal to the performance of the task, since errors were so disruptive (see below).

In Part B, the factors being examined were (1) video system, either SV or MV; and (2) task difficulty, with one of the four target sizes. Each of the 2 * 4 conditions was repeated 8 times, so each subject performed 2 * 4 * 8 error-free trials in Part B of the experiment. Again, those subjects with high error rates performed more trials than those with low error rates.

Final Design.

Considering the role of experience and transfer effects, Part A had the following factors:

  • Order (2 levels: MF ("Mono First") and SF): between groups

  • Video (2 levels: MV ("Mono Video") and SV): within groups

  • Difficulty (4 levels): within groups

  • Learning (16 levels): within groups

  • Part B had the following factors:

  • Order (2 levels: MF and SF): between groups

  • Video (2 levels: MV and SV): within groups

  • Difficulty (4 levels): within groups

  • Replication (8 repetitions in a randomised order)
  • Experimental Procedure.

    All subjects participated in the experiment on two non-consecutive days. On Day 1 they performed the entire training and set of trials using one video system, and on Day 2 they repeated the training and the set of trials using the other video system. Four of the subjects (MF "mono first" Group) began with the MV system, the other four (SF "stereo first" Group) with the SV system.

    The task was derived from an X-raying procedure used by the Canadian Department of National Defence Explosive Ordnance Disposal team in examining suspected parcels. (See Drascic, 1991) The task was simplified, and a Fitts' Law approach was used to control and calibrate the level of difficulty and SV-dependence. The telerobot used for this experiment was the Remote Mobile Investigation unit (RMI), manufactured by Pedsco (Canada) Ltd. The RMI is a mobile platform with a three degree of freedom manipulator arm and an 80 m tether. Using various tools and attachments, the RMI can be used to remotely X-ray, disable, detonate, or transport a suspected explosive device, without risk to human life. The RMI is typically equipped with a single MV system. The one used for this experiment was modified to have a switchable MV-SV system.

    The experiment task consisted of driving the RMI a distance of 3 m forward, and lowering a mock X-Ray photographic plate between two "bombs", set a certain distance apart. The X-ray photographic plate was simulated by using a pointer suspended from the end of the RMI's forearm, that could swing freely. The two "bombs" were flat black briefcases. The operators began each condition with the forearm of the RMI pointed upward, so that the target was not visible on the monitor screen. The operators had to lower the arm until the target was visible, drive forward until the hanging pointer was between the two briefcases, and lower the forearm until a buzzer on the pointer sounded, indicating the end of the trial. (See Figure 1)


    Figure 1: Fitts' Law Task

    The subjects were told that the "bombs" were touch sensitive, so that touching either suitcase would be counted as an error. This was done because pilot studies revealed that accidently touching either suitcase would very often require the operator to make complex recovery actions. And more importantly, the design of the control panel for the RMI was ergonomically poor: the toggle switch controlling the movement of the forearm of the RMI was upside down with respect to stereotypes of control-response compatibility of most of the subjects. When most subjects in the pilot studies and in this experiment committed an error by lowering the arm onto one of the suitcases rather than between then, their quick, instinctive response was to pull the toggle switch towards themselves, in the hopes of raising the forearm of the robot. Unfortunately, this control action causes the RMI's forearm to lower even further, resulting in a disruption of the experimental apparatus. Because of the massive interference in task execution times caused by errors, they had to be discounted from the data. Every time a subject made an error, an additional run was added, so that the total number of successful runs was constant for all subjects. The number of errors was recorded for each set of trials.

    According to Fitts' Law, movement time is linearly related to the Index of Difficulty (ID), measured in bits, where ID = log2 (2 * movement distance / target width). Using this formulation, the different target sizes (bomb separations) can be converted into Index of Difficulty bits. Given a movement distance of 3.0 m, and target widths of 0.64, 0.32, 0.16, and 0.08 m, the corresponding IDs are 3.2, 4.2, 5.2, and 6.2 bits.

    Training.

    At the start of the experiment, each subject received a standard set of instructions, describing the experiment and their task. It was emphasized that speed was important, but that every error meant they would have to perform another trial and should to be avoided.

    This was followed by a familiarisation period with the controls of the RMI. The RMI was then placed in the standard starting position, and the briefcases were set to the training separation of 24 cm. Using direct view the subjects practiced the experimental task until they were able to pass a skill level criterion by performing four consecutive error-free trials in under six seconds. They then repeated the above familiarisation period and training procedure using the remote view.

    The subjects were eight university students, three female, five male. All were volunteers, and were paid $5 per hour for their participation.

    Stereoscopic Video System.

    An alternating field SV display with active liquid-crystal shuttering spectacles was used for this study. (Milgram & van der Horst, 1986) The cameras for this experiment were set approximately 10 cm apart, with their longitudinal axes converging on the tip of the hanging pointer, approximately 95 cm away. This setting permitted good depth resolution without causing undue eyestrain.

    Measures Recorded.

    The two measures recorded were the trial execution time, and the trial success. It is important to stress that in this experiment both the trial execution time and the number of faulty trials are relevant measures of performance. This is a task subject to a speed accuracy trade-off. In order to avoid making the subjects very cautious, the importance of speed was emphasised. Because it is impossible to know exactly where on the speed-accuracy trade-off curve the subjects are at any given moment, it is important to examine both sets of results.

    Observations and Discussion

    Training.

    All subjects were trained to the same performance-based level of performance using both direct view and remote view, as discussed above. Based on Hypothesis 1 above, it was expected that those subjects using SV on their first day would finish their training faster. Figure 2 shows the mean number of trials taken to pass the training criterion of four consecutive error-free trials in less than six seconds.


    Figure 2: Training

    An analysis of variance of these data finds that the three-way interaction of Order, Day and Video is significant at the 10% level (F(1,6)=4.402, p=.081). As we can see from Figure 2, the only difference between the two groups of subjects occurs on Day 1, when the subjects are first learning how to use the telerobotic device remotely. Here we see that those subjects using SV take an average of 16 trials to pass the training criteria, while those using MV take an average of 28. This is clear support for Hypothesis 1, and suggests that SV can be of great aid for novices to telerobotics.

    Part A: Consecutive Presentation.

    In order to clearly observe any trends, the data are grouped into four sets of four trials and presented below in Figures 3 and 5. Furthermore, since performance must be measured in both speed and accuracy, the corresponding error rates are shown in Figures 4 and 6. The error rate in these figures refers to the number of trials that were rejected during the time it took to gather the four successful ones averaged together in the corresponding Figure (3 or 5).

    Examining first the results of Day 1 of the experiment, we find that there is considerable support for Hypothesis 1, that subjects using SV have a considerable performance advantage over those using MV at first.

    Looking at the easiest condition (ID = 3.2) in Figures 3 and 4, we see that the trial times for SV are considerably shorter than those for MV. Furthermore, there is a considerable downward trend in the MV times. The error rates for both MV and SV are relatively low and approximately equal for both MV and SV. The advantage of SV is decreasing throughout the set of 16 trials.

    At ID = 4.2, the next harder condition, we see that the trial times for both MV and SV are slower than for the previous condition, as expected. MV shows a decreasing trial time throughout the 16 trials, with a consistent error rate. SV shows a slightly decreasing trial time, but has an increasing error rate, suggesting that the subjects are exploring the speed-accuracy trade-off more than exhibiting signs of learning. Again, the advantage of SV appears to decrease throughout the set of 16 trials.

    At ID = 5.2, there is an indication of learning with MV (the second group of 4 trials have a decreased error rate while trial time remains the same; the third and fourth groups show fewer errors still and slower trial times which might suggest a simple speed-accuracy trade-off, or might indicate continued improvement in performance), while those using SV show no particular learning trend (decreasing error rates are matched by slower trial times, suggesting a speed-accuracy trade-off). The advantage of SV does not appear to decrease throughout this set of 16 trials, unlike the previous two conditions.

    At ID = 6.2, both MV and SV show a strong learning trend in the error. The MV time drops for the second grouping of four trials, and then rises for the two groups, while the error rate continues to drop, suggesting some exploration of the speed-accuracy trade-off. SV shows a small decrease in trial time with a large drop in error rate at first, followed by constant times and an increasing error rate. This could be an indication of fatigue, or simply a statistical artifact. Again, the SV advantage does not appear to decrease throughout this set of 16 trials.


    Figure 3: Part A Day 1 Trends


    Figure 4: Part A Day 1: Number of Errors versus Trial Number and Index of Difficulty with Std Error Bars

    In summary, then, we find that for the easier conditions there is considerable improvement in performance (as measured by both time and error rate) for the MV condition, with very little change in the SV condition. At the higher levels of difficulty the learning trends are less obvious for both MV and SV, and there appears to be more active exploration of the speed-accuracy trade-off.

    Furthermore, the advantage of SV decreases as the subjects become more experienced, especially for the easier conditions. This is consistent with hypothesis 2.

    Now consider the results of Day 2 of the experiment. The subjects are very much more experienced with the task on this day, albeit with the other type of video system.

    These results are considerably different from those of Day 1. A cursory examination of the trial times shows no particular advantage of SV except for the most difficult condition. A glance at the error rates, however, shows that there is indeed a difference in performance between MV and SV.

    At ID = 3.2, there is little difference in the times, but those using SV had a lower error rate for the first few trials. Those using MV showed some learning in both time and error rate, so that there was very little difference in performance by the end of the set of 16 trials.

    At ID = 4.2, those using MV showed little change. Those using SV appear to get worse briefly, then slightly better. The small SV advantage at the beginning vanishes by the end of the 16 trials.

    At ID = 5.2, those using MV anomalously perform considerably better during the first set of four trials than the rest, getting considerably worse and then little better. This suggests that the initial set of trials were unusually good, a statistical anomaly. Those using SV get consistently better, trading off time for errors a little. Although the performance of MV is better than SV at first, this situation is quickly reversed to the expected situation with SV performance being consistently better than MV. As on Day 1, the SV advantage does not appear to decrease with experience.

    At ID = 6.2, those using MV show consistent learning, predominantly in error rates. Those using SV performed better at first than in the rest of the set of trials, similar to the MV performance at ID = 5.2. Here the SV advantage does decrease, but does not vanish, with experience.


    Figure 5: Part A Day 2 Trends


    Figure 6: Part A Day 2, Number of Errors versus Trial Number and Index of Difficulty, with Std Error Bars

    Analyses of Variance (not shown) of these results confirm the statistical significance of these observations. There is indeed a consistent benefit from SV on Day 1 at all difficulty levels being seen in reduced trial times, but there is no indication of a similar benefit on Day 2 in the trial times. Further analysis of variance reveals that there is no consistent effect on there error rates due to video, but there is a consistent difference due to the task difficulty: the harder the task, the more errors are made. There is also a significant trend, or "learning", reported for Day 1. For Day 2, the same effect is significant at the 10%. Given the behaviour of MV at the ID = 5.2 level and SV at the ID = 6.2 level, this lowering of significance is not surprising.

    In general, then, the results of Part A of the experiment strongly support Hypotheses 1 and 2.

    Part B: Random Presentation

    Part B, where the separation between the two targets was varied randomly with each trial, was designed to examine a more steady-state behaviour than that in Part A, with subjects who were well-skilled at the task, but had not necessarily memorised the particular motor movements necessary for that particular task, and did not know the precise conditions of the next trial. Although 8 trials for each separation and video combination were performed, no learning trend was expect or subsequently found in the data.

    Figure 7 shows the results of the trials times of Part B of the experiment as a function of the Index of Difficulty, while Figure 8 shows the same for the error rate results.


    Figure 7: Part B (Random Presentation) Trial Times


    Figure 8: Part B Percent Errors

    If we first examine the results of Day 1 of the experiment, we find the very unexpected results that the SV advantage for trial times actually decreases as the difficulty of the task increases. However, if we examine the corresponding plots of errors, we see that the difference between MV and SV is considerably different at the most difficult task level. Considering that performance is a combination of both trial time and error rate, we see that there is indeed a consistent benefit due to SV. It appears that the subjects considered speed to be far more important than accuracy. At that level of difficulty, the low speed could only be obtained at the expense of a high error rate.

    Considering Day 2 of the experiment, we find that performance for both MV and SV is much improved, thanks to the large amount of experience received on Day 1. There is no significant difference between the MV and SV conditions with regards to trial times, although those using MV appear to be somewhat faster, at the expense of higher error rates. The only significant difference between the MV and SV performance is at the highest level of difficulty. Thus we find that the SV advantage decreases quickly for SV-independent tasks, and is persistent for a longer period for SV-dependent tasks.

    Analysis of variance on these results (not shown) confirm the observations made from the graphs above.


    Conclusion

    In the work described herein, various theoretical and practical aspects of using SV rather than MV for teleoperation were considered. It was hypothesised that SV is easier to to learn than MV, and that the benefits in performance due to SV depended on how dependent the task was on stereoscopic depth cues. For situations where these cues are relatively unimportant, it was suggested that the benefits of SV would be temporary, and last only as long as it took the operators to learn how use the monoscopic depth cues of a MV display. For situations where the stereoscopic depth cues are important, it was suggested that the benefits of SV would last longer.

    The experimental results support these hypotheses, and demonstrate that the benefits of SV, even after a great deal of practice, will still be apparent for difficult, SV-dependent tasks, long after the benefits have faded for easier, SV-independent tasks.

    The implications for telerobotics are obvious. Given the nature of most telerobotics applications, operators have only a very few chances to accomplish the task correctly. The performance benefits of SV, even though they may fade with practice for highly repeatable tasks, should be very strongly evident in these single-attempt situations. Furthermore, given that operators can learn to use a SV display much more quickly than a MV display, operators should require less initial training and less constant practice in order to maintain their skills at a suitable level.


    Acknowledgements

    The work described here was carried out under contract W7711-7-7009/01-SE with Supply and Services Canada for the Defence and Civil Institute of Environmental Medicine. The author would like to thank his colleagues Dr. Paul Milgram of the University of Toronto, and Dr. Julius Grodski of DCIEM for their assistance in this work.

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