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Evaluating XR Museum Experiences and Some Issues for Consideration

A peer-reviewed version of this preprint was published in:
Heritage 2024, 7(3), 1754-1768. https://doi.org/10.3390/heritage7030082

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05 January 2024

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08 January 2024

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Abstract
The study presents the evaluation of integrating Extended Reality applications in situ to foster visitors' experience at the Tomato Industrial Museum "D. Nomikos". This paper firstly provides an outline of the methodological, technological, and museological approaches undertaken to integrate XR in a quest to enhance visitors’ meaningful engagement with the industrial heritage-related exhibition. Storytelling and narration are key elements of the museums’ museological design [1] through audio tours and interactive AR-based visualization of the machinery’s role as well as internal function. This paper presents and discusses the evaluation findings. We adopted the User Experience Questionnaire method as the main vehicle for gathering quantitative data and analyzing the results with the use of corresponding metrics and benchmarks embedded in this evaluation tool. Moreover, we conducted semi-structured interviews and combined the qualitative data accrued in the form of accounts, suggestions, and remarks to reach more rich and dependable conclusions. This paper aims to offer both an instance of practice to the research community and a broader discussion of the challenges and prospects connected to the quest of employing emerging technologies and assessing their impact on visitors’ museum experience.
Keywords: 
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1. Introduction

Museums increasingly adopt contemporary methods and ways of communication for heritage management and the spread of cultural information. The development of Information and Communication Technologies (ICT) in cultural documentation and promotion provides valuable help mainly to the problem of data organization, meaning-making, and the enhancement of the museum experience. ICT is used to support heritage research and to provide education and entertainment. The advancements in technology provide museums with a wide range of available solutions that dramatically enhance users’ ability to enjoy more interactive, appealing as well as inclusive museum experiences, especially to audiences who are using smart devices in their everyday lives as means of communicating and gaining access to information [2,3,4]. Moreover, the last decades ICT allowed the contextualisation and linking of cultural heritage datasets via innovative methods and tools, and they are making it possible to stimulate archaeological research using open content and linked data. ICTs are used to enrich, transform, and enhance the heritage experience, have enabled a dynamic and effective communication of cultural organizations with their audiences, and made it more attractive with the use of PDAs, mobile phones, QR codes, and RFID tags. In relation to the immediate user experience on site, sophisticated applications that employ emerging technologies such as eXtended Reality (XR) interactive systems offer advanced possibilities for enhancing visitors’ engagement with Museum exhibitions. This paper discusses the employment of such technologies in a specific heritage site, namely the D. Nomikos Tomato Industrial Museum in Santorini. The museum offers interactive narrations that inform visitors about the historical background of the site and demonstrations of the machinery functions. Its main scope is to present a flashback to the Past and the cultivation, processing, and production procedure of small-fruited tomatoes, included interactive visualization of the exhibits’ interior. The Museum communicates content as well as contextual knowledge through a combination of audio tours and XR applications that provide multimodal material. The main concept that underpins the museological approach of the integration of diverse technologies at the specific Museum is to combine the strengths of viewing the actual, physical exhibits with the digital support of XR, thereby combining real-world with virtual elements in a holistic experience. The main aim of this paper is to present and discuss the evaluation process, the findings, and the analysis thereof as a means to provide insights to stakeholders and academics in the digital heritage field. We also gathered qualitative data through focus group discussions in the form of semi-structured interviews with visitors that provided more insights into the ways we can further improve relevant approaches in the future. In our analysis, we incorporate a comparative and synthesizing approach in the sense that we draw conclusions through a parallel investigation of the results that lead to a holistic synthesis of the diverse data we have gathered via these two main research methods.

3. Materials and Methods

3.1. Apparatus and visual content

The process is rendered with a mixture of actual humans dressed as workers who were correlated with digitally produced representations of the specific machine, which could be described as follows: tomato juice boils in the cauldron (bolla) under a vacuum to condense and become a pulp. When the process is complete, the worker opens a valve, and the pellet falls into a cart below, as shown in the illustration below (Figure 4).
The ways in which modelling and producing the digital imagery strongly relate to the next and final stage in which a more thorough description of the AR employed is offered. The evaluated AR application focus is on illustrating how the pasteurisation-filling machine works (making visible its "invisible" parts) and, at the same time, involving visitors as users of a meaningful AR experience. Finally, the correlation between the natural-museum environment and the virtual environment of the application was carried out so that the virtual pasteurisation machine coincided with the real one. The following objectives were set for the implementation of the application concerning the thermal filling machine:
(a) basic overview of the elements that comprise the machine,
(b) indicative representation of the operation of the machine in successive stages,
(c) creation of an engaging scenario that motivates the user and indicates the essential required functions without complicating them with a large amount of mechanical information,
(d) configuring an easy-to-use and, at the same time, entertaining control interface,
(e) enrichment with moving elements and sound effects that arouse interest and facilitate the understanding of the subject, and
(f) configuration of the circular game process with reward elements on completion of steps. The virtual machine is presented on a tablet situated in situ so that the machine's virtual model is superimposed on the real/physical one. The workflow of the machine function (Figure 5) is as follows:
The following two screenshots (Figure 6) present various stages of the AR application with which visitors interact (for a detailed account of the AR app integration in this exhibition see Sylaiou at al. 2023 [26]). The AR app is on a pad mounted on a stable base in front of the specific exhibit. The black background in the actual imagery seen by users on site is ‘filled’ by the actual surroundings of the exhibits in the museum space.
It is a sequential, task-orientated, and interactive application that involves indicative sounds and movement that introduce the machine's primary function. This may indirectly engage them on a more personal level with the bygone era of this 19th industrial site by identifying to an extent with the people living and working back then in this location, as visitors will undertake their roles through interactive applications on the same site. As an overall comment, one additional element that is envisaged to add to the affective potential and the technologies' ability to engage visitors is the addition of digital narratives (dialogues of factory workers), bringing to life aspects of how it was to work in this industry.
Moreover, storytelling, as well as AR visualizations of the production line and workers’ duties, are based on a mixture of different technologies, devices, and degrees of interactivity as if they form an analogy to the differing stages of labor in the factory, which correspond to specific types and conditions of work. Different production stages and machinery invited differing approaches, i.e., AR was deemed more appropriate for rendering otherwise unseeable parts and process, as they were concealed in large machines, as opposed to, e.g., the selection/washing process that lends itself as an opportunity to offer narrations through workers’ dialogues.

3.2. Participants

One hundred and one (121) Participants filled out the User Experience Questionnaires (UEQ) described above, after their visit in the D. Nomikos Museum. They were both from Greece and abroad and there was a gender balance amongst the responders as the numbers were almost equal (63 men, 58 women). Participants were, for the most part, tourists, mainly from Europe and the US, as the evaluation took place within the summer period. Moreover, five (5) interviews took place with thirteen (13) responders (three pairs, one group of three people and one of four). Gender balance was observed in this case as well and the participants were seven (7) men and six (6) women, mainly from abroad (eleven tourists/ foreigners and two Greeks). Interviewees for the most part declared that they had prior experience in pertinent XR applications (e.g., in culture/heritage sites).

3.3. Experimental procedure

The participants were informed about the evaluation process/research and were kindly invited to participate. They were handed the UEQs immediately after completing their museum visit, which included a combination of the audio tour and, most importantly, XR application on tablets that were mounted on tripods in front of the most salient exhibit (selected machine that was the most prominent and crucial in the production line).
Participants that agreed to be interviewed after being informed about the assessment procedure were guided to a specific space where the semi-structured interviews were held. They were asked about their overall experience in the museum, as well as encouraged to make comments about possible ways to improve aspects of the design of the exhibition with emphasis on the employment of XR technology. Lastly, interviewees were asked about their prior experience in pertinent application, especially in similar settings. The interviews lasted about seven to twelve minutes, depending on the number of responders as well as the length of the answers.

3.4. Research questions

The main research questions can be summarized as follows: (1) How effective is the inclusion of XR technology for audience engagements with artefacts and contextual information? (2) What is the added value that XR technologies offer to the user experience and what improvements can be made in this respect? In order to address these questions, we employed an innovative method in terms of its ability to provide accurate and dependable results with the use of specific benchmarks, namely the User Experience Questionnaire (UEQ). The first question is addressed by the responses to the questionnaires, while the second is mainly through the interviews and the correlation of the findings from the two methods.

4. Results

The findings, as the chart below illustrates, offer an overview of the actual results from a number of one hundred twenty-one (121) participants in relation to given benchmarks. The initial findings indicate that overall attractiveness and stimulation were (marginally) above the ‘excellent’ benchmark, Perspicuity, Efficiency and Dependability (the three constituent scales of the Pragmatic Qualities) were well above average, while the Novelty scale was conversely, well below the average mark.
Figure 7. Results in relation to UEQ benchmarks.
Figure 7. Results in relation to UEQ benchmarks.
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The following Table 1 provides the actual numeric values of the findings along with a brief description of the classification of results (‘Interpretation’) in terms of where the outcomes stand in relation to the existing pool of assessments registered by the UEQ authors.
The following Table 1 provides the actual numeric values of the findings along with a brief description of the classification of results (‘Interpretation’) in terms of where the outcomes stand in relation to the existing pool of assessments registered by the UEQ authors.
What can be seen immediately is that while the evaluation showed that the application(s) embedded in the exhibition were accepted almost with enthusiasm in relation to their attractiveness and ability to stimulate, the pragmatic qualities (i.e., perspicuity, efficiency, dependability) faired reasonably well, and above average. At the same time, the scale of innovation received some more reserved assessment. In other words, attractiveness, which is seen as the most salient and important metric, received excellent evaluation responses, the pragmatic aspect went very well, and the hedonic qualities appear to receive (and yield) widely diverging results. Hedonic qualities, which are quite key for a culture/heritage related user experience, appear to split into a very high acceptance in relation to Stimulation, and a mediocre one, in relation to Novelty/Innovation.
Upon closer inspection, the scale of Novelty/ Innovation is comprised of a set of four questions (in fact pairs of opposites) that dictate the overall result (shown in the graph/chart below in gold-ochre colour). One immediately notices that the very last of the questions (and one of four constitutive questions for the specific scale) have yielded considerably (and to an extent surprisingly) negative results. In fact, this is the only question from the entire questionnaire in which responders (heavily) gravitated toward the negative end of the spectrum.
Figure 8. Mean value per item.
Figure 8. Mean value per item.
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While the fact that another question (in the middle part of the chart), namely the one regarding ‘conventional/inventive’ binary opposites, is towards the middle point (and thus contributes to the overall mediocre level of the evaluation in relation to this scale), corroborates the rather low acceptance of the application(s) in this respect, another two questions yielded positive responses, albeit they regarded fairly similar aspects. We investigated possible statistical inconsistencies and thereby filtered out about 10 percent of the responses in accordance with the proposed guidelines, but the results remained virtually the same (thus, we deemed it unnecessary to add these charts as well as they would clutter the article with unwarranted visuals/charts that diverge insignificantly.

6. Discussion and conclusions

6.1. Analysis and discussion of quantitative findings

The fact that most responders deemed the employment of application(s) conservative rather than innovative according to their selection in the provided Likert scale may be regarded not as an indictment in relation to the technology or the format of the application (as backward) but rather as a sense that the actual content of the repetitive visuals and the rendering of the human actors and machinery function were rather conservative in their approach, perhaps not offering any novel representational visualization, and remaining in the safe zone of a generic and conventional depiction. This reading of the finding is bolstered by the abovementioned ‘conventional/inventive’, which gave mediocre results not unlike the ‘unpredictable/predictable’ pair that, albeit it belongs to a different scale, and regards the Dependability (e.g., User friendliness) of the system, it could well be interpreted by responders as a question that relates to the overall feel of the application in terms of how surprising it may be judged from the discrepancy with the other three questions of the specific scale.
However, there is a more humble and pragmatic possibility that may have well influenced this seeming abnormality in the results: the very last question was preceded by a number of questions that presented on the right-hand side of the questionnaire the negative answer, while the last item of the questionnaire had the positive answer in the same column. A fatigue related factor may have been a contributing element in swaying this very last UEQ item so heavily in the negative side. In any case, novelty has not been a strong point of the usage of new technologies, which while it appears almost an irony on closer inspection this fact reveals that nowadays ubiquitous extended reality applications need to invest in more inventive and innovative approaches as in their own right cannot guarantee either a surprise element or a fascination that translates into engagement solely on the grounds of their (hitherto perceived as) cutting edge technologies. In fact, the rapid encroachment of emerging technologies in all aspects of everyday lives, especially with regard to the younger generations, means that more should be done in order to eschew the label of conservative; the focus is on how media and resources are depicted within the framework of new technologies, that are increasingly perceived as mainstream, rather than expecting a positive reaction by virtue of simply employing emerging technologies that as things stands as rather established and thus part of the new normal already. This being said, in a cultural heritage site that regards industrial production lines of a bygone era, a conservative feel about how processes are represented and depicted, as well as how information is communicated, might not be out of place, especially if one takes into consideration that the tablets and corresponding applications were deployed in front and thus in conjunction with that actual old machinery. Therefore, a futuristic or unconventional representational approach might have been anywhere from unfitting to obtrusive or distracting, bearing in mind the fact that the actual exhibits should remain the protagonists of the museum visitor overall experience, and drawing too much attention could have been almost a counterproductive factor.
The greatest anomaly in terms of the results is, in fact, the coexistence of excellent responses in terms of attractiveness and stimulation that are not exceptionally bolstered by the pragmatic, useability-related underpinnings of the application(s), at the same time that novelty was deemed leaving a lot to be desired, at the first look. It may well be that bearing in mind this discrepancy and seeming inconsistency (or at least paradox), one may infer that the degree of novelty/innovation in the specific exhibition was not a yardstick, or a necessary condition, a sine qua non, for delivering a stimulating, and gratifying experience, as to put it simply, if novelty was a decisive factor, stimulation and attractiveness in the given museum context would have been affected (if not plunged) as well. However, on the flip side, it also appears that the overall positive reception of the exhibition museological design and concept behind the integration of XR, could have benefited if more groundbreaking or at least, daring approaches had been adopted, but as said, the broad picture is one of a very good reception. The findings indicate that in the era of new technological innovations, to be truly a step ahead necessitates risk-taking and the adoption of a more unconventional approach in relation to the contents and representational conventions in the multimodal resources that frame and foster user experience in the museums today, and in the foreseeable future.

6.2. Qualitative data input and conclusions

The above discussion may appear gravitating a tad too much towards deciphering a specific divergence from the canon of a positive evaluation result. However, in reality, it is an effort to use findings in their richness and apparent incongruities as valuable data from which to infer broader lessons for future research as well as practice-related directions. In this respect, the interviews held were also illuminating as the five sets of responders (in pairs or in small groups of three or four) underlined the positive impact of a combination of augmented reality, narratives and resources provided, which all jointly elevated the perceived experience and degree of engagement. One common theme was the mentioning of interactivity and enhancement of the experience through fostering understanding of factual procedure-related elements of the production line and corresponding machines, as well as the increased empathy with a rural community that was closely knitted with the local factory (mainly through the embedded narratives). So, the positive impact on visitors engagement pivoted around the enhanced ability to relate to the human factor and the workers, and on the other hand, with making more accessible the otherwise alien and strange machinery exhibited by visualizing the internal processing functions that are not possible to perceive without multimodal resources that support visitors so that they can grasp what the exhibits’ role was in the manufacturing process. Several comments about possible improvements gravitated around an increase in the number of machines covered by the augmented reality application, and enhanced visualization of additional processes so that a more comprehensive understanding of the procedure could be gained.
Moreover, the issues of rendering more aptly the scale of business, intensity and volume of the labour as well as actual produce were deemed as an area for improvement, something that is characteristic of the fact that most comments about possible improvements address the rather limited amount of XR/AR employment in relation to the number of exhibits, the extend of functions describes/rendered and in one instance the amount of guidance provided to users, e.g., through special markings on the floor that may improve visitors orientation and position with a view to maximizing the impact of the existing resources provided. Therefore, the responders, who, for the most part, had considerable prior experience from pertinent museum applications, were overall positive about the employment of technologies in the specific exhibition and the improvements had more to do with amplifying what they deemed a rather reticent employment of applications/digital resources. This, in conjunction with the UEQ results, appears to suggest that a bolder approach, both in terms of scope, scale as well as content and representational conventions, would further foster the user experience and the ability of the museum to engage meaningfully an increasingly demanding, and new media savvy audience. Last but not least, this evaluation-related paper shows that there is ample scope in developing more specific quantitative, questionnaire-based methods that can evaluate in a more nuanced way the intricacies of combining Augmented Reality with physical exhibits in situ, something that can inspire future research that can focus on developing tailor-made and adapted methods that will be more pertinent to uses of XR within brick-and-mortar museum spaces.

Author Contributions

Conceptualization, S.S., P.D. and C.F.; methodology, S.S., P.D. and C.F.; validation, S.S., P.D. and C.F.; formal analysis, S.S. and C.F.; investigation, E.V. and V.N.; resources, S.S., P.D. and C.F.; data collection, E.V. and V.N.; writing—original draft preparation, S.S., P.D. and C.F.; writing—review and editing, S.S., P.D. and C.F.; visualization, S.S., P.D. and C.F.; supervision, C.F.; project administration, C.F.; funding acquisition, C.F. All authors have read and agreed to the published version of the manuscript.

Funding

This research has been co-financed by the European Regional Development Fund of the European Union and Greek national funds through the Operational Program Competitiveness, Entrepreneurship and Innovation, under the call RESEARCH – CREATE – INNOVATE [project code: T2EDK-01392].

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Figure 1. Likert scale in Presence Questionnaire.
Figure 1. Likert scale in Presence Questionnaire.
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Figure 3. Overview of the correspondence between scales and questions.
Figure 3. Overview of the correspondence between scales and questions.
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Figure 4. The worker opens a valve, and the pellet falls into a cart.
Figure 4. The worker opens a valve, and the pellet falls into a cart.
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Figure 5. Function of the pasteurization-filling machine.
Figure 5. Function of the pasteurization-filling machine.
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Figure 6. (a) Steam flows through the machine and (b) Tomatopaste flow through the filling nozzles.
Figure 6. (a) Steam flows through the machine and (b) Tomatopaste flow through the filling nozzles.
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Table 1. Numeric values, benchmark results and interpretation per scale.
Table 1. Numeric values, benchmark results and interpretation per scale.
Scale Mean Comparison to benchmark Interpretation
Attractiveness 1,87 Excellent In the range of the 10% best results
Perspicuity 1,37 Above Average 25% of results better, 50% of results worse
Efficiency 1,38 Above Average 25% of results better, 50% of results worse
Dependability 1,34 Above Average 25% of results better, 50% of results worse
Stimulation 1,71 Excellent In the range of the 10% best results
Novelty 0,40 Below Average 50% of results better, 25% of results worse
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