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Affective computing and interface design measuring and modeling emotions for CHI Joost Broekens Delft Affective computing and interface design measuring and modeling emotions for CHI Joost Broekens Delft University ERGOIA 2009 Workshop

Outline • Emotion and affect in human behavior • Affect measurement and recognition • Outline • Emotion and affect in human behavior • Affect measurement and recognition • Affect representation and modeling • Applications: overview + two detailed examples

Emotion and affect in human behavior • Basic emotions: fear, anger, happiness, sadness, surprise, Emotion and affect in human behavior • Basic emotions: fear, anger, happiness, sadness, surprise, disgust • Short episode of synchronized system activity triggered by event: – – – subjective feelings (the emotion we normally refer to), tendency to do something (action preparation), facial expressions, evaluation of the situation (cognitive evaluation, thinking), physiological arousal (heartbeat, alertness). • Affect = related to emotion, mood and attitudes: – – emotion : object directed, short term, high intensity, action oriented, differentiated. mood : unattributed, undifferentiated, longer term, low intensity. attitude : affect permanently associated with an object/person affect : abstraction of emotion/mood in terms of, positiveness/negativeness and activation/deactivation (e. g. , Russell, Rolls).

Emotion and affect in human behavior • Situational evaluation and communication. • Heuristic relating Emotion and affect in human behavior • Situational evaluation and communication. • Heuristic relating events to actions through an evaluation of personal relevance (e. g. , goals, needs) : – – Evaluation of personal relevance of event (Scherer) Speeds-ups decision-making (Damasio) fast reactions and action preparation (Frijda) influence information processing (Isen, Forgas) • Learning & adaptation, attention, mental search/planning, creativity, etc. . • Communication medium: – communicate internal state (Darwin, Ekman) – alert others – show empathy (understanding of situation of others).

Emotion: dimensions Emotion: dimensions

Emotion: categories • Category is a typical “emotion syndrome” – A complex of physiology, Emotion: categories • Category is a typical “emotion syndrome” – A complex of physiology, expression, behavior, and feeling • Sadness: – – Low arousal Face: sad Avoid Bad feeling • Anger: – – High arousal Face: angry Approach Bad feeling • Joy: – – High arousal Face: happy Play Good feeling

Emotion: components • Stimulus checks – (Scherer: cognitive appraisal theory) Novelty Pleasantness Goal/Need conduciveness Emotion: components • Stimulus checks – (Scherer: cognitive appraisal theory) Novelty Pleasantness Goal/Need conduciveness Coping potential Sensory. Motor level Sudden, intense stimulation Innate preferences/ aversions Basic needs Available energy Schematic level Familiarity: schema matching. Learned preferences or aversions Acquired needs motives Body schema Conceptual level Expectations: cause/effect, probability Recalled, anticipated, or derived positivenegative estimates Conscious goals, plans Problem-solving ability.

Emotion: summary Emotion: summary

Emotion and affect in human behavior • Many relations between affect and cognition: • Emotion and affect in human behavior • Many relations between affect and cognition: • Mood influences information processing style – Top-down (positive) versus bottom-up (negative) – Heuristic/generic/assuming/creative processing (positive) versus detail/feature/critical/procedural processing (negative) • Mood influences learning – Flow, boredom, frustration , etc. • Emotion influences information processing – Strong (arousing) emotions hamper processing in general.

Emotion and affect in human behavior • Attitudes influence information processing – Strong attitudes Emotion and affect in human behavior • Attitudes influence information processing – Strong attitudes stop search • E. g. , a strong negative association with an option discards it – Attitudes influence exploration direction • E. g. , a low intensity negative association biases search against that direction. • Affective influence depends on processing style – – Direct access (weak influence) Heuristic (strong influence) Procedural (weak influence) Elaborate (strong influence)

Can computers/robots use emotion in a constructive sense? • To communicate with humans? – Can computers/robots use emotion in a constructive sense? • To communicate with humans? – Animal emotions evolved for communication purposes • To be more adaptive? – Animal emotions evolved for adaptive purposes as well • To better understand / adapt to humans? • As modeling tool to simulate and understand human emotions better? – The computer is a medium to simulate a theoretical model. • This field of research is called Affective Computing (see also the book by Rosalind Picard) • Please note: this is not emotional design

Affective Computing • Computing that relates to, arises from, or deliberately influences emotions (Picard, Affective Computing • Computing that relates to, arises from, or deliberately influences emotions (Picard, 1997). • Different types of computational approaches: – – – – • recognize or measure human emotions (recognition). interpret human emotion (perception, processing). represent human emotion elicit emotions (cognitive modeling, motivations, feedback). represent system emotional influence on behavior and functioning (adaptation, attention, actions). show system emotions (expression). Influence human emotion (induction). Form not important: a robot, a virtual character, a tutor agent, a fridge, etc…

Affect measurement and recognition Affect measurement and recognition

Affect measurement and recognition: why? • Living Lab experiments – Evaluate products, test hypotheses Affect measurement and recognition: why? • Living Lab experiments – Evaluate products, test hypotheses about emotion theory, etc. • Social software – Human communication, expression, etc. • Software that uses affect feedback for functioning – Recommendation, (serious) games, tutor agents, VR training, etc.

Affect measurement and recognition: how? • Implicit (automated affect recognition) – Physiological: • Galvanic Affect measurement and recognition: how? • Implicit (automated affect recognition) – Physiological: • Galvanic Skin Response, Heart rate, muscle tone, EEG – Behavior-based: • Facial expression analysis, body posture, gestures, sound, speech, mouse movement, keyboard presses. • Issues – – – – Deception/ Display rules Ambiguity (context) and precision/range Noise Positioning Invasiveness One modality problematic (multi-modal needed) Time-scales Type of affect recognized (mood/emotion/mixed/intensity? )

Examples of implicit feedback Examples of implicit feedback

Affect measurement and recognition: how (2)? • Explicit (affective feedback) – Ask affective feedback Affect measurement and recognition: how (2)? • Explicit (affective feedback) – Ask affective feedback • Free text, questionnaires, emotion words, experience sampling, experience clips – Affect dimension-based • Affect questionnaires, SAM, Affect. Button, pr. Emo, Emo. Cards, etc. – Facial-expression-based • Emoticons, basic emotion icons, etc. – Text-based (actual in between explicit and implicit): • websites, blogs, documents, tags – Haptics • SEI, Emo. Pen, Emoto • Issues – – – – Verbal report Subjective interpretation bias / cultural bias Validity and reliability. Deception / social conformation Ambiguity (context) and precision/range Useability/learnability Type of affect recognized (mood/emotion/mixed/intensity? )

Examples of explicit feedback • Self-Assessment Manikin (SAM) (Bradley&Lang 1994) Purely dimension-based (Please Arousal Examples of explicit feedback • Self-Assessment Manikin (SAM) (Bradley&Lang 1994) Purely dimension-based (Please Arousal Dominance)

Examples of explicit feedback • (Sanchez et al 2006) Dimension-based + labels (Pleasure, Arousal, Examples of explicit feedback • (Sanchez et al 2006) Dimension-based + labels (Pleasure, Arousal, Dominance)

Examples of explicit feedback • Emo. Cards (Desmet, 2001) Dimension-based + labels (Pleasure, Arousal) Examples of explicit feedback • Emo. Cards (Desmet, 2001) Dimension-based + labels (Pleasure, Arousal)

Examples of explicit feedback • Experience drawing (Tahti & Arhippainen, 2004) Bounded form of Examples of explicit feedback • Experience drawing (Tahti & Arhippainen, 2004) Bounded form of experience expression by user.

Examples of explicit feedback • Haptic feedback (Smith & Mac. Lean, 2007) Sensual Evaluation Examples of explicit feedback • Haptic feedback (Smith & Mac. Lean, 2007) Sensual Evaluation Instrument (Hook et al, 2005)

Examples of explicit feedback • Affective gestures (Fagerberg, Stahl, Hook, 2004) Accelerometer and a Examples of explicit feedback • Affective gestures (Fagerberg, Stahl, Hook, 2004) Accelerometer and a pressure sensor attached to stylus pen.

Affect representation and modeling Affect representation and modeling

Affect representation and modeling • How to represent (human) affect in a system? • Affect representation and modeling • How to represent (human) affect in a system? • Remember: different views on emotion – Dimensional – Categorical – Componential (valence, arousal, dominance) (happy, angry, sad, etc. ) (novelty, attribution, agency, etc. ) • Use these views as representational basis.

Emotion: dimensions • Extract Pleasure, Arousal, Dominance from input signal, e. g. , • Emotion: dimensions • Extract Pleasure, Arousal, Dominance from input signal, e. g. , • In text (e. g. websites, blogs): • Map words to PAD using empirical date, integrate triples. • In video/images/speech/physiological (e. g. , movies, foto’s): • Correlate features to PAD, or classify objects in +/ • Explicit (interface component): • Directly ask dimensions (SAM), • use mapping from faces to PAD. • Key benefit: easy to compute with, mixed emotions make sense • Key problem: ambiguity and specificity

Emotion: categories • Extract emotion categories from input signal, e. g. , • In Emotion: categories • Extract emotion categories from input signal, e. g. , • In text (e. g. websites, blogs): • Map words to Happy, Sad, Angry, etc. . using empirical date, integrate emotion vector, select most important one. • In video/images/speech/physiological (e. g. , movies, foto’s): • Classify objects in emotion categories • Explicit (interface component): • Directly ask emotions • Key benefit: easy to understand for users and developers • Key problem: computation with mixed emotions and intensities • Sadness: • Anger: – – Low arousal Face: sad Avoid Bad feeling – – Joy: High arousal – Face: angry – Approach – Bad feeling – • High arousal Face: happy Play Good feeling

Emotion: components • • • Ask user for explanation Extract goals, needs, desires from Emotion: components • • • Ask user for explanation Extract goals, needs, desires from human Interpret situation and context Derive emotion from the above using appraisal theory. See e. g. , the GATE project (Wherle, Kaiser, Scherer, etc. ) • Key benefit: detailed emotion • Key problem: not many approaches exist, not clear how all this should be done Novelty Pleasantness Goal/Need conduciveness Coping potential Sensory-Motor level Sudden, intense stimulation Innate preferences/ aversions Basic needs Available energy Schematic level Familiarity: schema matching. Learned preferences or aversions Acquired needs motives Body schema Conceptual level Expectations: cause/effect, probability Recalled, anticipated, or derived positivenegative estimates Conscious goals, plans Problem-solving ability.

Affect representation and modeling • Keep in mind: • We talked about measured/derived human Affect representation and modeling • Keep in mind: • We talked about measured/derived human affect • But affect representation is equally important for a system/robot/agent that simulates/generates affect/emotion/mood – Emotional robots – Emotional NPC’s and Tutor agents • Emotion generation will not be discussed in this presentation.

Applications Applications

Applications • • What to do with the emotion? Feedback and communication – feedback Applications • • What to do with the emotion? Feedback and communication – feedback to learning system/robot (Broekens, 2007: EXPLAINED IN DETAIL LATER) – robot communication (Breazeal) • Persuasive design – – • Affect-based adaptation – – • in VR training, tutor agents (Gratch & Marsella, Nijholt) Treatment of emotion-related disorders such as ASD (de Silva et al , 2007) emotions in simulated-agent plans (e. g. , human-like reasoning) (Gratch & Marsella), robot acceptance (Heerink) Affect-adaptive gaming and entertainment (Hudlicka, Yannakakis, Gilleade & Dix) Affect-based music adaptation (Livingstone & Brown) Emotional tagging and rating in recommenders (Le. Saffre et al 2006) Interactive TV (Hsu et al, 2007) Analysis and design – Web-site analysis (Grefenstette et al, 2004) – Inform design process (Desmet, Hook) – Living labs (Mulder) • Etc…

Kismet (Breazeal) • Social: Kismet, A framework, using a humanoid head expressing emotions, to Kismet (Breazeal) • Social: Kismet, A framework, using a humanoid head expressing emotions, to study: – effect of emotions on human-machine interaction. – learning of social robot behaviors during human-robot play. – joint attention.

Companion Robots • Aibo (Sony, Japan) Entertainment robot • I-Cat (Philips, NL) Robot assistant Companion Robots • Aibo (Sony, Japan) Entertainment robot • I-Cat (Philips, NL) Robot assistant for elderly people • Paro (Wada et al, Japan) Robot companion for elderly • Huggable (MIT, USA) Robot companion for elderly

SIMS 2 (Electronic Arts) • Entertainment: emotions are used to provide entertainment value. SIMS 2 (Electronic Arts) • Entertainment: emotions are used to provide entertainment value.

Mission Rehearsal Exercise (Gratch & Marsella) • Cognitive: study the influence of artificial emotions Mission Rehearsal Exercise (Gratch & Marsella) • Cognitive: study the influence of artificial emotions on – planning mechanism of virtual characters, – training effect on trainees (emotion might enhance effect)

Virtual Training and Virtual Therapy • Therapist skill training using virtual characters (Kenny et Virtual Training and Virtual Therapy • Therapist skill training using virtual characters (Kenny et al, left) • Social phobia training (at TU Delft, right)

HRI Application: Interactive Robot Learning HRI Application: Interactive Robot Learning

Interactive robot learning in short… • A special case of Human Robot Interaction – Interactive robot learning in short… • A special case of Human Robot Interaction – Goal HRI: more efficient, flexible, personal, pleasant human-robot interaction • Interactive Learning – Show examples of behavior to robot. – Direct learning process by guidance, and – by feedback. • Why study this? – Robot perspective • Facilitate human-robot interaction • Study learning and adaptation – Human perspective • Study learner-teacher relations

Reinforcement-based robot learning Food (+) Agent Wall (-) Start path wall food Path Reward Reinforcement-based robot learning Food (+) Agent Wall (-) Start path wall food Path Reward rmaze = (+|-) feedback from the environment about action of robot. Learn by repetition which sequence of actions gives best positive feedback.

Experimental setup Real-time affective feedback • A Simulated learning robot in a • Simple Experimental setup Real-time affective feedback • A Simulated learning robot in a • Simple maze learning task (find shortest path to food) • Webcam and emotion recognition to interpret human emotions

Human affective feedback Positive emotion = reward = + rhuman Negative emotion = punishment Human affective feedback Positive emotion = reward = + rhuman Negative emotion = punishment = - rhuman Real-time affective feedback • Normal learning feedback: – rmaze from maze based on taken actions (+ = repeat, -=don’t repeat). • Affective feedback: – In addition to feedback rmaze from maze, – the expression is used in learning as a social reward rhuman

Experiment • Test difference between standard agent and social agents • Control condition: – Experiment • Test difference between standard agent and social agents • Control condition: – Standard agent uses just rmaze. • Two social agents that use rhuman in addition to rmaze: – Direct social reinforcement: • r=rmaze+rhuman – Direct and Learned social reinforcement: • r=rmaze+rhuman • Robot learns to predict rhuman and, • uses learnt feedback as surrogate rhuman when human stops giving feedback.

Results • Direct social reinforcement Steps needed to find the food Emotional feedback helps Results • Direct social reinforcement Steps needed to find the food Emotional feedback helps learning but effect goes away when human stops giving feedback. Why? Number of times the food was found (successful trials)

Results • Direct and Learned social reinforcement Steps needed to find the food Again, Results • Direct and Learned social reinforcement Steps needed to find the food Again, emotional feedback helps learning and the effect stays. it learned the feedback and keeps using this even when the human is away. Number of times the food was found (successful trials)

HRI experiment: conclusion • Affective signals can be used to train, in real-time, robot HRI experiment: conclusion • Affective signals can be used to train, in real-time, robot behavior. • This has a measureable benefit on learning. • Most specifically when the robot learns to predict the human feedback rhuman and uses that when the human is gone. • But: did we express an emotion?

Emotion Measurement Affect. Button: user friendly affect feedback Emotion Measurement Affect. Button: user friendly affect feedback

Affect. Button: Why? • Pleasure-Arousal-Dominance-Based Feedback – Data is “computation friendly” and continuous • Affect. Button: Why? • Pleasure-Arousal-Dominance-Based Feedback – Data is “computation friendly” and continuous • Static element in interface – No unfolding, easy to place in an interface • Easy to use • Easy to learn – Emotion selection time < 5 sec • Valid and reliable feedback – Users agree on meaning of button, and are consistent.

Affect. Button: experiment • Users match a given emotion word with the Affect. Button Affect. Button: experiment • Users match a given emotion word with the Affect. Button • Emotion word has validated PAD values (Mehrabian, 1980) • Use these values to correlate with user feedback • Example: – Happy (p=. 8, a=. 4, d=. 5) – Face in Affect. Button should be selected matching these values

Validity and Reliability • Validity: – – Concurrent validity between feedback by users, and Validity and Reliability • Validity: – – Concurrent validity between feedback by users, and Existing P, A, D scores for words. Correlate P =. 9, A=. 8, D=. 81 • Reliability: cronbach! – Inter-rater consistency: users are assumed to be raters – alpha is used as measure of agreement between raters for each emotion word. – Alpha was 0. 97, 0. 94, and 0. 96 for Pleasure, Arousal and Dominance respectively

Problems/Questions! • What did we measure? – Own feeling about word? Attitude about word? Problems/Questions! • What did we measure? – Own feeling about word? Attitude about word? – What about mood induction influences? • How to further evaluate reliability and validity? – We need broader cultural coverage with respect to evaluation. – We need more subjects. – Does the Affect. Button have face validity? • Can we express all important emotions with it? – Problem: complex emotions are difficult (guilt, jealousy, happy-for) • Suggestions welcome: to download and play with it: http: //www. joostbroekens. com.

Useful introductory sources • To feel or not to feel: The role of affect Useful introductory sources • To feel or not to feel: The role of affect in human-computer interaction (Hudlicka, 2003). – And the accompanying Special Issue in the same journal. • A survey of Affect Recognition Methods: Audio, Visual, and Spontaneous Expressions (Zeng, Pantic, Roisman, Huang, 2009) • Experimental evaluation of five methods for collecting emotions in field settings with mobile applications (Isomursu, Tähti, Väinämö, Kuuti, 2007)