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The Language
of Discovery
#UXLX
#languageofdiscovery
Joe Lamantia
UX Lead: Discovery Products

Oracle

@moJoe
JoeLamantia.com
Joe.Lamantia@oracle.com
http://slideshare.net/moj...
designed many
discovery solutions
discovery is...?
more than
visualization
not just search
Discovery
Act or experience of seeing, finding,
learning, or solving something.
Something seen, found, learned, or solved.
search
                                    prediction

         visualization

                         analysis
discovery is
making sense
 of the world
 search
                                     prediction

          visualization

...
Insight
Grasping or understanding meaning,
significance, and/or a solution.
A valuable change in perspective or understandi...
Welcome to
The Age of Insight
“In the next ten
years, digital data
alone is expected
to grow 44 times.
By 2020, there
will be 4 billion
people online
cr...
Volume: yotta, yotta, yotta
Varied data ‘materials’
 social, cultural, personal, environmental, economic, scientific

Full ...
“The ability to take data - to be able to understand it, to
process it, to extract value from it, to visualize it, to
comm...
Everything is
discoverable
Horizon of Discoverability



       future


         soon


         present

           past
urban status
 http://citydashboard.org/london/
WAYWT?
social activity
influence
data journalism
‘Cliodynamics’ is a
transdisciplinary area of
research integrating
historical macrosociology,
economic history/
cliometric...
“The instability of large,
complex societies is a
predictable phenomenon,
according to a new
mathematical model that
explo...
“What we found are the
   constants that describe
   every city,” he says.

   I don’t know anything
   about this city or...
cultural analytics
Everyone
discovers
ready data
viz tools
management tools
engagement models
consumer devices
“The datasexual looks a lot like
you and me, but what’s different is
their preoccupation with personal
data.

They are rel...
Discovery is the leading
emerging interaction category
of the Age of Insight
mediated sense making
As I was waiting for a table at a
local restaurant the other day, I
flipped through a couple of the
free classified papers.
...
Complex ecosystems:

 multi-channel experiences
                              everyware
                             envir...
How to design discovery
experiences...?
Need & context vary wildly




    Patterns of form
    are inadequate.
Task patterns = vague...
Activity Centered Design
The Language of Discovery:

A concrete descriptive language for
human discovery activity in diverse
contexts.

A simple an...
Leverages what is common
in human discovery.

Allows for what varies in
contexts of discovery
Enables understanding of
discovery needs and context
Generative tool for discovery
capability and experience
works like musical notes
grammatical
structure & behavior
visual grammars
activity grammars
Research-based
scenario analysis
Call Centers &               Maintenance        Data Quality &
           Knowledge                    Repair &           ...
User Scenarios
“Understand the quality performance of a part and module set in
manufacturing and the field so that I can de...
DISCOVERY   S
Literary Modes


“a broad, but identifiable literary method, mood, or
 manner, that is not tied exclusively to a particular...
Argumentation
The purpose of argumentation (also called persuasive writing) is to prove the validity
of an idea, or point ...
Discovery Modes



“a broad, but identifiable discovery activity that is
   not tied exclusively to a particular context or...
MODE
Identifying Modes
“Understand the quality performance of a part and module set in manufacturing
and the field so that I can...
Comprehending
‘To generate insight by understanding the nature or
meaning of an item or data set’
e.g. “I need to analyze ...
Identifying Modes
“I need visibility into the parts my colleagues are using globally in order to find the
best part possibl...
Exploring
‘To proactively investigate or examine an item or data set
for the purpose of serendipitous knowledge discovery’...
Modes are the verbs of
discovery scenarios.
You can explore:
people
places
events
objects
data
topics
...?
Explore   something   to...   result or goal.

 verb      object               predicate
Locate
             Verify
             Monitor
             Compare
9 distinct   Comprehend
modes        Explore
        ...
Modes seem to be
internalized & common.
domain independent
             scale independent
             structurally consistent
             semantically distinct
...
you said they
work like music?
Chains &
Sequences
scenario analysis: multiple /
sequential modes
1. Replace a problematic part
   (from sourcing, cost or technical
   perspective)


2. ...with an equivalent or better
  ...
1. Replace a problematic part
                                       Analyze
   (from sourcing, cost or technical
   persp...
Comparison–driven Search
1. Replace a problematic part
                                       Analyze
   (from sourcing, c...
1. Analyze




2. and understand gaps between
   current cost of commodity




3. versus best in class
   manufacturing co...
1. Analyze
                                 Analyze



2. and understand gaps between
   current cost of commodity
       ...
Comparison–driven Search
1. Analyze
                                 Analyze



2. and understand gaps between
   current ...
recognizable mode chains
Comparison-     Analyze    Compare      Evaluate
driven Search


Exploration-
                Explore     Analyze     Eval...
Comparison–driven Search

    Analyze                                      Compare                                        ...
Strategic Oversight

    Monitor                                        Analyze                                        Eva...
Exploration-driven Search

    Explore                                      Analyze                                       ...
Strategic Insight

    Analyze                                  Comprehend                                           Evalu...
Comparison–driven Synthesis

    Analyze                                    Compare                                       ...
Mode Networks

               Verify


Analyze     Comprehend    Synthesize


             Compare       Evaluate


Monito...
Mode
When I use the tool, I can...
       Monitor

...currently popular colors over useful
intervals




        Explore

...cu...
As a user, I can...

     Analyze     1. Analyze the popularity
                    and importance of colors
             ...
As a reader, I can...

  Monitor

...articles to see what is new and
available.



   Explore

...available articles and t...
As a reader, I can...

     Analyze        1. Analyze events and topics
                       using the data and tools
  ...
As a reader, I get...

     Analyze       1. Analyze the causes,
                      participants and events of
        ...
My twitter home page allows me to...
   Monitor

...the tweets of people I follow, my
followers, community interactions.

...
The profile snapshot lets me...
  Evaluate

...the author of a tweet to decide if I
am interested in them



   Locate

......
A twitter profile page lets me...

    Explore
...the authors profile to learn more
about them



   Evaluate
...their activ...
Twitter Profile viewers can...

     Explore       1. Explore the author’s
                      profile, activity and
    ...
MICRO view - visual art

data: 25 canonical paintings representing
transition from realism to modernism,
1849-1916
Strategic     Analyze   Comprehend    Evaluate
Insight




Comparative   Analyze    Compare     Synthesize
Synthesis
Strategic   Analyze   Comprehend   Evaluate
Insight
Analyze


                                              Synthesize



                          Explore




              ...
Comparative   Analyze   Compare   Synthesize
Synthesis
Using the language
To inform the core principles for the user
            experience of the product


            To coordinate the design of...
To guide the deployment of the product as
             part of a solution for customers
solution          identifying need...
Mode-based design
application   Supply Chain Planning and Management



template
Role / Persona                                    Scenarios & Goals
                      •
 Create and update accurate fo...
Role / Persona                                      Modes & Mode Chains
                      Planners needing to create n...
Role / Persona                                            Chains & Sequences
                      Planners will follow th...
Application Structure

3 screen types

each composed of defined components
  visualization, navigation, tabular data,
  sea...
Dashboard Screen Type
The Dashboard screen is designed primarily to enable the
Strategic Oversight (Monitor-Analyze-Evalua...
Trends Screen Type

Planning teams use the Trends screen to explore and understand the
state of the supply chain, and the ...
Analysis Screen Type
The Summary and Analysis screen is designed to support the Strategic
Insight (Analyze-Comprehend-Eval...
Groups &
Collaboration
Discovery Profile
                                Data Science
Locate                             Team

Verify
Monitor
Comp...
Collaborative Discovery


              Data Science   Data Science   Data Science
                 Team           Team   ...
Analysis Cluster

Discovery Capability Model


 Locate
 Verify
 Monitor
 Compare
 Comprehend
 Explore
 Analyze
 Evaluate
 ...
Language of Discovery
References & Resources
Resources
The sensemaking process and leverage points for analyst technology as identified through cognitive task
analysis,...
Resources
Cool, C. & Belkin, N. 2002. A classification of interactions with information. In H. Bruce (Ed.), Emerging
Framew...
Language of Discovery
Mode Definitions
Comprehending
‘To generate insight by understanding the nature or
meaning of an item or data set’
e.g. “I need to analyze ...
Comparing
‘To examine two or more items to identify similarities and
differences’
e.g. “I need to compare our module set t...
Exploring
‘To proactively investigate or examine an item or data set
for the purpose of serendipitous knowledge discovery’...
Locating
‘To find a specific (possibly known) item’
e.g. “I need to find a new part with particular technical attributes a...
Verifying
‘To confirm or substantiate that an item or set of items
meets some specific criterion’
e.g. “How can I determin...
Monitoring
‘To maintain awareness of the status of an item or data set
for purposes of management or control’
e.g. “I need...
Analyzing
‘To critically examine the detail of an item or data set to
identify patterns & relationships’
e.g. “I need to k...
Evaluating
‘To use judgement to determine the significance or value
of an item or data set with respect to a specific benc...
Synthesizing
‘To generate or communicate insight by integrating diverse
inputs to create a novel artifact or composite vie...
Language of Discovery
Mode Chains & Sequences
Comparison–driven Search

    Analyze                                      Compare                                        ...
Strategic Oversight

    Monitor                                        Analyze                                        Eva...
Exploration-driven Search

    Explore                                      Analyze                                       ...
Strategic Insight

    Analyze                                  Comprehend                                           Evalu...
Comparative Synthesis

    Analyze                                    Compare                                       Synthe...
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
The Language of Discovery: Designing Big Data Interactions
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The Language of Discovery: Designing Big Data Interactions

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The Language of Discovery: A Grammar for Designing Big Data Interactions

The oncoming tidal wave of Big Data, with its rapidly evolving ecosystem of multi-channel information saturated environments and services, brings profound challenges and opportunities for the design of effective user experiences.

Looking deeper than the celebratory rhetoric of information quantity, at its core, Big Data makes possible unprecedented awareness and insight into every sphere of life; from business and politics, to the environment, arts and society. In this coming Age of Insight, 'discovery' is not only the purview of specialized Data Scientists who create exotic visualizations of massive data sets, it is a fundamental category of human activity that is essential to everyday interactions between people, resources, and environments.

To provide architects and designers with an effective starting point for creating satisfying and relevant user experiences that rely on discovery interactions, this session presents a simple analytical and generative toolkit for understanding how people conduct the broad range of discovery activities necessary in the information-permeated world.

Specifically, this session will present:
• A simple, research-derived language for describing discovery needs and activities that spans domains, environments, media, and personas
• Observed and reusable patterns of discovery activities in individual and collaborative settings
• Examples of the architecture of successful discovery experiences at small and large scales
• A vocabulary and perspective for discovery as a critical individual and organizational capability
• Leading edge examples from the rapidly emerging space of applied discovery
• Design futures and concepts exploring the possible evolution paths of discovery interactions

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The Language of Discovery: Designing Big Data Interactions

  1. The Language of Discovery #UXLX #languageofdiscovery
  2. Joe Lamantia UX Lead: Discovery Products Oracle @moJoe JoeLamantia.com Joe.Lamantia@oracle.com http://slideshare.net/mojoe
  3. designed many discovery solutions
  4. discovery is...?
  5. more than visualization
  6. not just search
  7. Discovery Act or experience of seeing, finding, learning, or solving something. Something seen, found, learned, or solved.
  8. search prediction visualization analysis
  9. discovery is making sense of the world search prediction visualization analysis
  10. Insight Grasping or understanding meaning, significance, and/or a solution. A valuable change in perspective or understanding that enables or guides further action.
  11. Welcome to The Age of Insight
  12. “In the next ten years, digital data alone is expected to grow 44 times. By 2020, there will be 4 billion people online creating 50 trillion gigabytes of data.” HP Intelligent Research
  13. Volume: yotta, yotta, yotta Varied data ‘materials’ social, cultural, personal, environmental, economic, scientific Full spectrum of granularity Real-time & historical perspectives Commoditized infrastructure storage, processing, distribution, publishing Data ecosystem(s)
  14. “The ability to take data - to be able to understand it, to process it, to extract value from it, to visualize it, to communicate it's going to be a hugely important skill in the next decades, not only at the professional level but even at the educational level for elementary school kids, for high school kids, for college kids. Because now we really do have essentially free and ubiquitous data. So the complimentary scarce factor is the ability to understand that data and extract value from it.” Hal Varian http://www.mckinseyquarterly.com/Hal_Varian_on_how_the_Web_challenges_managers_2286
  15. Everything is discoverable
  16. Horizon of Discoverability future soon present past
  17. urban status http://citydashboard.org/london/
  18. WAYWT?
  19. social activity
  20. influence
  21. data journalism
  22. ‘Cliodynamics’ is a transdisciplinary area of research integrating historical macrosociology, economic history/ cliometrics, mathematical modeling of long-term social processes, and the construction and analysis of historical databases.
  23. “The instability of large, complex societies is a predictable phenomenon, according to a new mathematical model that explores the emergence of early human societies via warfare.” “Capturing hundreds of years of human history, the model reveals the dynamical nature of societies, which can be difficult to uncover in archaeological data.” http://www.sciencedaily.com/releases/2011/01/110119151816.htm
  24. “What we found are the constants that describe every city,” he says. I don’t know anything about this city or even where it is or its history, but I can tell you all about it. And the reason I can do that is because every city is really the same.” http://www.nytimes.com/2010/12/19/magazine/19Urban_West-t.html
  25. cultural analytics
  26. Everyone discovers
  27. ready data
  28. viz tools
  29. management tools
  30. engagement models
  31. consumer devices
  32. “The datasexual looks a lot like you and me, but what’s different is their preoccupation with personal data. They are relentlessly digital, they obsessively record everything about their personal lives, and they think that data is sexy. In fact, the bigger the data, the sexier it becomes. Their lives - from a data data as lifestyle perspective, at least - are perfectly groomed.”
  33. Discovery is the leading emerging interaction category of the Age of Insight
  34. mediated sense making
  35. As I was waiting for a table at a local restaurant the other day, I flipped through a couple of the free classified papers. I was shocked to realize how dependent I’ve grown on three simple features that just aren’t available in the analog world: search, sort and filter. http://uxdesign.smashingmagazine.com/2012/04/10/ui-patterns-for-mobile-apps-search-sort-filter/
  36. Complex ecosystems: multi-channel experiences everyware environments network & service models dynamic perspectives fluid data
  37. How to design discovery experiences...?
  38. Need & context vary wildly Patterns of form are inadequate.
  39. Task patterns = vague...
  40. Activity Centered Design
  41. The Language of Discovery: A concrete descriptive language for human discovery activity in diverse contexts. A simple and consistent vocabulary that is independent of domain, role, information type, etc.
  42. Leverages what is common in human discovery. Allows for what varies in contexts of discovery
  43. Enables understanding of discovery needs and context
  44. Generative tool for discovery capability and experience
  45. works like musical notes
  46. grammatical structure & behavior
  47. visual grammars
  48. activity grammars
  49. Research-based
  50. scenario analysis
  51. Call Centers & Maintenance Data Quality & Knowledge Repair & Governance Mgmt Overhaul Claims Analysis Enterprise Search Digital Asset & Knowledge Mgmt Mgmt Warranty Analysis Field Service Operations Financial Analysis & Planning Analysis Service Measure Customer Human Capital Risk Analysis Support & Plan & Management Maintain Operate Market Research Program & Portfolio Pricing Sell & Develop & Mgmt Analysis Deliver Produce Manufacturing & Quality Inventory & Inventory & Demand Visibility Sales & Delivery Customer Part, Commodity Analysis Product & Supplier Information Analysis Market Spend Mgmt Intelligence diverse roots Analysis
  52. User Scenarios “Understand the quality performance of a part and module set in manufacturing and the field so that I can determine if I should replace that part.” - Engineering “Understand a lead's underlying positions so that I can assess the quality of the investment opportunity.” “Understand a portfolio's exposures to assess portfolio-level investment mix.” - Portfolio Manager “I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices.” - Procurement
  53. DISCOVERY S
  54. Literary Modes “a broad, but identifiable literary method, mood, or manner, that is not tied exclusively to a particular form or genre.” http://en.wikipedia.org/wiki/Mode_(literature)
  55. Argumentation The purpose of argumentation (also called persuasive writing) is to prove the validity of an idea, or point of view, by presenting sound reasoning, discussion, and argument that thoroughly convince the reader.
  56. Discovery Modes “a broad, but identifiable discovery activity that is not tied exclusively to a particular context or domain.”
  57. MODE
  58. Identifying Modes “Understand the quality performance of a part and module set in manufacturing and the field so that I can determine if I should replace that part.” - Engineering “Understand a lead's underlying positions so that I can assess the quality of the investment opportunity.” “Understand a portfolio's exposures to assess portfolio-level investment mix.” - Portfolio Manager “I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices.” - Procurement Mode = ‘Comprehend’ (understand)
  59. Comprehending ‘To generate insight by understanding the nature or meaning of an item or data set’ e.g. “I need to analyze and understand consumer-customer-market trends to inform brand strategy & communications plan” – Director, Brand Image
  60. Identifying Modes “I need visibility into the parts my colleagues are using globally in order to find the best part possible for my assembly.” - Engineering “I need to identify customers/marketers/dealers failing & at risk of de-branding based on performance problems.” - Account Rep “I need to identify problem/success areas and where to intervene and reward.” - SVP Sales “I need to identify the best customer/consumer/region targets for our brand/ products.” - Brand Manager Mode = ‘Explore’
  61. Exploring ‘To proactively investigate or examine an item or data set for the purpose of serendipitous knowledge discovery’ e.g. “I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices” – Procurement
  62. Modes are the verbs of discovery scenarios.
  63. You can explore: people places events objects data topics ...?
  64. Explore something to... result or goal. verb object predicate
  65. Locate Verify Monitor Compare 9 distinct Comprehend modes Explore Analyze Evaluate Synthesize
  66. Modes seem to be internalized & common.
  67. domain independent scale independent structurally consistent semantically distinct each orthogonal mode is... conceptually connected sequencable combinable
  68. you said they work like music?
  69. Chains & Sequences
  70. scenario analysis: multiple / sequential modes
  71. 1. Replace a problematic part (from sourcing, cost or technical perspective) 2. ...with an equivalent or better part 3. ...without compromising quality and cost.
  72. 1. Replace a problematic part Analyze (from sourcing, cost or technical perspective) 2. ...with an equivalent or better part Compare 3. ...without compromising quality Evaluate and cost.
  73. Comparison–driven Search 1. Replace a problematic part Analyze (from sourcing, cost or technical perspective) 2. ...with an equivalent or better part Compare 3. ...without compromising quality Evaluate and cost.
  74. 1. Analyze 2. and understand gaps between current cost of commodity 3. versus best in class manufacturing costs.
  75. 1. Analyze Analyze 2. and understand gaps between current cost of commodity Compare 3. versus best in class manufacturing costs. Evaluate
  76. Comparison–driven Search 1. Analyze Analyze 2. and understand gaps between current cost of commodity Compare 3. versus best in class manufacturing costs. Evaluate
  77. recognizable mode chains
  78. Comparison- Analyze Compare Evaluate driven Search Exploration- Explore Analyze Evaluate driven Search Strategic Analyze Comprehend Evaluate Insight Strategic Monitor Analyze Evaluate Oversight Comparative Analyze Compare Synthesize Synthesis
  79. Comparison–driven Search Analyze Compare Evaluate Identify parts used for same function as candidates for commonization and complexity reduction - Core Engineer Replace a problematic part (from sourcing, cost or technical perspective) with an equivalent or better part without compromising quality and cost. - Engineering Compare our module set teardowns with competitive teardown information to see if we’re staying competitive for cost, quality and functionality. - Engineering Compare a lead's performance claims with relevant benchmarks to assess the lead's claims - Portfolio Manager See the difference between what we are spending and what we should be spending to maximize savings (between actual PO and should costs). - Procurement Analyze & understand gaps between current costs of commodity versus best in class manufacturing costs - Cost Estimators
  80. Strategic Oversight Monitor Analyze Evaluate Monitor how well we are tracking to revenue and margin targets by division - SVP Sales Monitor and grade incoming incidents; close incidents, add incident close codes - Supervisor/Inspector Monitor global commodity use in relation to plan/guidelines to identify gaps that require corrective action - Core Engineer Monitor how well we are tracking to revenue and margin targets by division - District Manager Monitor & evaluate how our brand is performing in re: revenue, margin, and market share targets - Brand Manager Financial Analyst: Monitor & assess commodity status against strategy/plan/target
  81. Exploration-driven Search Explore Analyze Evaluate Identify opportunities to optimize use of tooling capacity for my commodity/parts - Core Engineer Identify sales opportunities and targets (increased key customer market share across categories/brands; upsell-cross sell; promotional targets - District Manager Evaluate & optimize our product portfolio: Which products should we de-list and retire? What new products should we be making/selling? - Category Manager Identify the best customer/consumer/region targets for our brand/products - Brand Manager Determine suppliers to use for parts in my program and execute sourcing agreements - Core Buyer Identify customers/marketers/dealers failing & at risk of de-branding based on performance problems - Program Administrator
  82. Strategic Insight Analyze Comprehend Evaluate Track module cost versus functionality over time to determine trends. - Engineering Understand the quality performance of a part and module set in manufacturing and the field so that I can determine if I should replace that part. - Engineering Understand a lead's underlying positions so that I can assess the quality of the investment opportunity - Portfolio Manager Understand a portfolio's exposures to assess portfolio-level investment mix - Portfolio Manager I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices. - Procurement
  83. Comparison–driven Synthesis Analyze Compare Synthesize Analyze and understand consumer-customer-market trends to inform brand strategy & communications plan - Director, Brand Image Find out how many parts I have in my module set of parts and find ways to reduce cost across them - Engineering Formulate scope & strategy for sourcing and gap closure - Core Buyer Analyze and understand a market: marketer network, competitive position, customer sat, & share, etc. to inform brand strategy and communications plan - Brand Image Analyst
  84. Mode Networks Verify Analyze Comprehend Synthesize Compare Evaluate Monitor Analyze Explore
  85. Mode
  86. When I use the tool, I can... Monitor ...currently popular colors over useful intervals Explore ...currently popular colors, or colors popular in the past Verify That a color is popular now or in the past
  87. As a user, I can... Analyze 1. Analyze the popularity and importance of colors over time to see patterns 2. Compare colors in terms Compare of importance and popularity at various cycles, trends, and moments. 3. Evaluate colors vs. their Evaluate current and historic importance and popularity. Comparison-driven Search ...of colors I may use for my purposes
  88. As a reader, I can... Monitor ...articles to see what is new and available. Explore ...available articles and topics to identify those of interest to me. Locate ... and read articles of interest, supporting information, and related materials.
  89. As a reader, I can... Analyze 1. Analyze events and topics using the data and tools provided Comprehend 2. Understand the events and topics using the Guardian’s perspective and my own. Evaluate 3. Evaluate all perspectives, as well as the actions and decisions based on them. Strategic Insight into events & actions of government & society
  90. As a reader, I get... Analyze 1. Analyze the causes, participants and events of the UK riots 2. Compare suggested Compare causes, insights and explanations into the events. Synthesize 3. Synthesize these insights into a coordinated perspective on the riots Comparative synthesis of all insights into the causes of the UK riots
  91. My twitter home page allows me to... Monitor ...the tweets of people I follow, my followers, community interactions. Explore ...trends and active topics, and suggestions for people to follow. Locate ..tweets, people, hashtags / topics Synthesize ...new tweets via composition, retweet, or favorite tweets.
  92. The profile snapshot lets me... Evaluate ...the author of a tweet to decide if I am interested in them Locate ...the profile and homepage of the author of a tweet
  93. A twitter profile page lets me... Explore ...the authors profile to learn more about them Evaluate ...their activity, followers, tweets, relevance to me Comprehend ...the author’s interests, point of view,
  94. Twitter Profile viewers can... Explore 1. Explore the author’s profile, activity and community interactions. 2. Analyze the author’s Analyze followers, activity, tweets, community interaction, who they follow. Evaluate 3. Evaluate the author to decide their relevance and value. Exploration-driven search ... for valuable people streams to follow
  95. MICRO view - visual art data: 25 canonical paintings representing transition from realism to modernism, 1849-1916
  96. Strategic Analyze Comprehend Evaluate Insight Comparative Analyze Compare Synthesize Synthesis
  97. Strategic Analyze Comprehend Evaluate Insight
  98. Analyze Synthesize Explore Compare Comprehend Cultural Analytics software running on HIPerSpace (May 2009)
  99. Comparative Analyze Compare Synthesize Synthesis
  100. Using the language
  101. To inform the core principles for the user experience of the product To coordinate the design of product features and functions across channels and form-factors product To evaluate the quality and success of strategy, product designs, in terms of usability, engagement, value, etc. definition To establish a roadmap for the product's & design evolution and determine development efforts To shape strategy for a portfolio of products by understanding the value proposition of current and potential new products
  102. To guide the deployment of the product as part of a solution for customers solution identifying needs via scenarios and other solution specification tools design for crafting functional requirements and product interaction designs for deployed applications customers To describe and publish patterns and best practices in implementation of the product - workspace, application, application suite
  103. Mode-based design
  104. application Supply Chain Planning and Management template
  105. Role / Persona Scenarios & Goals • Create and update accurate forecasts on a weekly basis at a very detailed level, such as the number of packs of each product SKU needed for a single store. Forecasts evolve through several iterations before reaching their final state, allowing and requiring Planners to incorporate data on sales, inventory, customer activity, etc. as it accumulates in real Planner / Analyst time. • Improve the accuracy of forecasts and forecasting methods by understanding the nature, degree, and source of forecasting errors in reference to a large number of defined metrics and performance measures • Analyze and understand changes in the factors affecting forecast accuracy, and enhance forecasting methods to reflect these changes • Monitor and review the accuracy of Planners’ forecasts to assess individual and team performance • Determine the specific metrics and performance measurements that Planning teams use Planning Manager for reference, based on the long-term goals of the organization. • Evaluate and improve the effectiveness of forecasting practices and tools used by planning teams • Achieve 100% forecast accuracy • Maintain forecast accuracy over time, and in all situations. Planning Team
  106. Role / Persona Modes & Mode Chains Planners needing to create new forecasts based on previous forecasts and newly identified causal factors will follow the Comparison-driven Synthesis chain (Analyze-Compare-Synthesize): this involves analyzing their previous forecasts and comparing them to accuracy baselines and the expected impact of known causal and correlating factors such as seasonal events or weather, then creating (synthesizing) new forecasts that Planner / Analyst reflect insights realized from these activities. Comparative Analyze Compare Synthesize Synthesis Planners working to improve forecasting accuracy will follow the Strategic Insight chain (Analyze – Comprehend – Evaluate), when they review previous forecasts to understand their accuracy and identify possible sources of error: analyzing cumulative and historical accuracy and error rates to understand the factors affecting those forecasts, then evaluating the relevance and usefulness of newly identified causal factors by retrospectively including them in previous forecasts. Strategic Analyze Comprehend Evaluate Insight Planning Managers will follow the Strategic Oversight chain (Monitor – Analyze – Evaluate) when assessing the performance of Planners: monitoring the accuracy of forecasts made by individual analysts and the team, analyzing forecasts for patterns and trends in variance and accuracy, and evaluating the effectiveness of analysts, and forecasting methods. Planning Manager Strategic Monitor Analyze Evaluate Oversight
  107. Role / Persona Chains & Sequences Planners will follow the Strategic Oversight chain for visibility into the status of their published final forecasts vs. actual activity in the supply chain; when errors or variances beyond an acceptable threshold emerge in one or more forecasts, they will switch to the Strategic Insight chain in order to understand the new situation; they will move on to the Comparison-driven Synthesis chain to revise their forecasts to reflect their newly generated insights and improved understanding; they will then switch back to Strategic Planner / Analyst Oversight to maintain ongoing awareness of the accuracy and effectiveness of their revised forecasts over time. Strategic Strategic Comparison-driven Strategic Oversight Insight Synthesis Oversight Planning Managers seeking to improve the forecasting practices and methods of their teams will employ a sequences of mode chains that begins with Exploration-driven Search, to identify exemplars of particularly strong or weak forecasts and forecasting practices; they will move to Strategic Insight to understand how and why these practices exhibit strength or weakness; Comparison-driven Synthesis will help Managers Planning Manager formulate new or improved measurements and forecasting practices; and they will rely on Strategic Oversight to gauge the effectiveness of new or enhanced practices once in effect. Exploration-driven Strategic Comparison-driven Strategic Search Insight Synthesis Oversight
  108. Application Structure 3 screen types each composed of defined components visualization, navigation, tabular data, search, context management, alerts, etc. apps have multiple instances of screen types each populated by differing data ‘content’ supports
  109. Dashboard Screen Type The Dashboard screen is designed primarily to enable the Strategic Oversight (Monitor-Analyze-Evaluate) chain, by presenting an overview of the major areas of supply chain activity. Individual Planners use the Dashboard to Monitor the accuracy of their own forecasts compared with established baselines and targets. Planning Managers use the Dashboard screen to Monitor the accuracy of all the forecasts made by the Planning team. One pane enables monitoring of each major area of supply chain activity, such as Inventory or Capacity, providing summaries of the status of processes via KPIs and measurements using a component from our library, as well as a chart presenting historical values of these measures for Analysis via visualization component. A list of alerts provides a guide to notable changes across the supply chain, allowing Planners and Managers to monitor, analyze, and evaluate notable events and changes as part of a steady flow of information. The Dashboard enables Planners and Managers to execute the Strategic Oversight chain by following the linked data points in charts, metrics and alerts ‘deeper’ into the information for analysis. Strategic Monitor Analyze Evaluate Oversight Planner / Analyst Planning Manager
  110. Trends Screen Type Planning teams use the Trends screen to explore and understand the state of the supply chain, and the accuracy of their forecasts over time. For this purpose, the Trends screen is primarily designed to support the Exploration-driven Search (Explore-Analyze-Evaluate) and Comparison-driven Synthesis (Analyze-Compare-Synthesize) chains, in which Planners and Managers seek to identify new patterns in time and supply chain activity and suggest potential causal factors. The value of the Trends screen is best understood in the context of sequences of mode chains, such as Strategic Oversight in companion with Comparison-driven Synthesis or Exploration Driven Search in companion to Strategic Insight. Exploration-driven Explore Analyze Evaluate Search Comparative Planner / Analyst Planning Manager Analyze Compare Synthesize Synthesis
  111. Analysis Screen Type The Summary and Analysis screen is designed to support the Strategic Insight (Analyze-Comprehend-Evaluate), and Comparison-driven Synthesis (Analyze-Compare-Synthesize) mode chains. Each Analysis screen in the template is focused on one sub-function of the supply chain. This Analysis screen focuses on the forecasts and activity for ‘restocking’ of products in retail settings and various stages of the supply chain. On the left side, the Search, Breadcrumb, and Faceted Navigation components allow the user to manage the data that is presented in the tables, charts, and lists to the right, by exploring the underlying information space. They also communicate this context to users to keep them oriented. At the top of the screen there is a ‘metric summary’, which follows on from the performance indicators identified on the Dashboard, providing visibility into the smaller scale measures that determine the status of the supply chain; specifically, the accuracy of forecasts. Below the summary, a group of components presents a visualization and data grid of a single metric grouped by one or more variables (e.g. quantity by product type) to enable analysis. These ‘metric breakouts’ help Planners and Managers comprehend the factors contributing to the status of each metric. This combination facilitates a wider range of analysis methods than either presentation method supports alone. At the bottom of the template, tables provide lists of the individual transactions for detailed analysis and evaluation. Strategic Analyze Comprehend Evaluate Insight Planner / Analyst Planning Manager Comparative Analyze Compare Synthesize Synthesis
  112. Groups & Collaboration
  113. Discovery Profile Data Science Locate Team Verify Monitor Compare Comprehend Explore Analyze Evaluate Synthesize
  114. Collaborative Discovery Data Science Data Science Data Science Team Team Team Locate Verify Monitor Compare Comprehend Explore Analyze Evaluate
  115. Analysis Cluster Discovery Capability Model Locate Verify Monitor Compare Comprehend Explore Analyze Evaluate Synthesize
  116. Language of Discovery References & Resources
  117. Resources The sensemaking process and leverage points for analyst technology as identified through cognitive task analysis, Pirolli, P., & Card, S. (2005) https://analysis.mitre.org/proceedings/Final_Papers_Files/206_Camera_Ready_Paper.pdf Exploratory search: from finding to understanding, Gary Marchionini, Communications of the ACM, Volume 49 Issue 4, April 2006 http://www.ischool.utexas.edu/~i385t-sw/readings/Marchionini-2006-Exploratory_Search.pdf Lamantia, Joe. “Goal Based Information Retrieval Experiences” JoeLamantia.com, (June 20, 2006). http://www.joelamantia.com/informationarchitecture/goalbasedinformationretrievalexperiences Lamantia, Joe. “10 Information Retrieval Patterns” JoeLamantia.com, (June 29, 2006). http://www.joelamantia.com/information-architecture/10-information-retrieval-patterns Lamantia, Joe. “Discovering User Goals / IR Goal Definitions” JoeLamantia.com, (June 24, 2006). http://www.joelamantia.com/information-architecture/discovering-user-goals-ir-goal-definitions Spencer, D. 2006. “Four Modes of Seeking Information and How to Design for Them”. Boxes & Arrows: http://www.boxesandarrows.com/view/four_modes_of_seeking_information_and_how_to_design_for_them Bates, Marcia J. 1979. "Information Search Tactics." Journal of the American Society for Information Science 30: 205-214 Bates, Marcia J. 1989. "The Design of Browsing and Berrypicking Techniques for the Online Search Interface." Online Review 13: 407-424. Broder, A. 2002. A taxonomy of web search, ACM SIGIR Forum, v.36 n.2, Fall 2002
  118. Resources Cool, C. & Belkin, N. 2002. A classification of interactions with information. In H. Bruce (Ed.), Emerging Frameworks and Methods: CoLIS4: proceedings of the Fourth International Conference on Conceptions of Library and Information Science, Seattle, WA, USA, July 21-25, 2002, (pp. 1-15). Glaser, B. & Strauss, A. 1967. The Discovery of Grounded Theory: Strategies for Qualitative Research. New York: Aldine de Gruyter. Jarvelin, K. and Ingwersen, P. 2004. “Information seeking research needs extension towards tasks and technology”, Information Research, Vol. 10, No. 1. (October 2004) Kuhlthau, C. C. 1991. Inside the information search process: Information seeking from the user's perspective. Journal of the American Society for Information Science, 42, 361-371. Marchionini, G. 2006. Exploratory search: from finding to understanding. Commun. ACM 49(4): 41-46 Norman, Donald A. 2006. Logic versus usage: the case for activity centered design. Interactions 13, 6 O'Day, V. and Jeffries, R. 1993. Orienteering in an information landscape: how information seekers get from here to there. INTERCHI 1993: 438-445 Rose, D. and Levinson, D. 2004. Understanding user goals in web search, Proceedings of the 13th international conference on World Wide Web, New York, NY, USA Salton, G. 1989. Automatic Text Processing: The Transformation, Analysis, and Retrieval of Information by Computer. Addison-Wesley, Reading, MA. Sutcliffe, A.G. and Ennis, M. 1998. Towards a cognitive theory of information retrieval. Interacting with Computers, 10:321–351.
  119. Language of Discovery Mode Definitions
  120. Comprehending ‘To generate insight by understanding the nature or meaning of an item or data set’ e.g. “I need to analyze and understand consumer-customer-market trends to inform brand strategy & communications plan” – Director, Brand Image
  121. Comparing ‘To examine two or more items to identify similarities and differences’ e.g. “I need to compare our module set teardowns with competitive teardown information to see if we’re staying competitive for cost, quality and functionality” – Engineer
  122. Exploring ‘To proactively investigate or examine an item or data set for the purpose of serendipitous knowledge discovery’ e.g. “I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices” – Procurement
  123. Locating ‘To find a specific (possibly known) item’ e.g. “I need to find a new part with particular technical attributes and then source it from the most qualified supplier” – Engineer
  124. Verifying ‘To confirm or substantiate that an item or set of items meets some specific criterion’ e.g. “How can I determine if I am looking at the latest information for a part or supplier?” – Supply Chain Specialist
  125. Monitoring ‘To maintain awareness of the status of an item or data set for purposes of management or control’ e.g. “I need to monitor at risk/failing customers/dealers so I can prompt my Account Reps to fix the problems” – Sales Manager
  126. Analyzing ‘To critically examine the detail of an item or data set to identify patterns & relationships’ e.g. “I need to know the cost drivers for a part such as materials that impact cost. Is the relationship a correlation or step function for a part cost driver?” – Engineering
  127. Evaluating ‘To use judgement to determine the significance or value of an item or data set with respect to a specific benchmark or model’ e.g. “I need to determine my current state in my prints so I can evaluate if I have price variation to negotiate a better price” – Procurement
  128. Synthesizing ‘To generate or communicate insight by integrating diverse inputs to create a novel artifact or composite view’ e.g. “I need to prepare a weekly report for my boss (sales mgr) of how things are going” – Account Rep
  129. Language of Discovery Mode Chains & Sequences
  130. Comparison–driven Search Analyze Compare Evaluate Identify parts used for same function as candidates for commonization and complexity reduction - Core Engineer Replace a problematic part (from sourcing, cost or technical perspective) with an equivalent or better part without compromising quality and cost. - Engineering Compare our module set teardowns with competitive teardown information to see if we’re staying competitive for cost, quality and functionality. - Engineering Compare a lead's performance claims with relevant benchmarks to assess the lead's claims - Portfolio Manager See the difference between what we are spending and what we should be spending to maximize savings (between actual PO and should costs). - Procurement Analyze & understand gaps between current costs of commodity versus best in class manufacturing costs - Cost Estimators
  131. Strategic Oversight Monitor Analyze Evaluate Monitor how well we are tracking to revenue and margin targets by division - SVP Sales Monitor and grade incoming incidents; close incidents, add incident close codes - Supervisor/Inspector Monitor global commodity use in relation to plan/guidelines to identify gaps that require corrective action - Core Engineer Monitor how well we are tracking to revenue and margin targets by division - District Manager Monitor & evaluate how our brand is performing in re: revenue, margin, and market share targets - Brand Manager Financial Analyst: Monitor & assess commodity status against strategy/plan/target
  132. Exploration-driven Search Explore Analyze Evaluate Identify opportunities to optimize use of tooling capacity for my commodity/parts - Core Engineer Identify sales opportunities and targets (increased key customer market share across categories/brands; upsell-cross sell; promotional targets - District Manager Evaluate & optimize our product portfolio: Which products should we de-list and retire? What new products should we be making/selling? - Category Manager Identify the best customer/consumer/region targets for our brand/products - Brand Manager Determine suppliers to use for parts in my program and execute sourcing agreements - Core Buyer Identify customers/marketers/dealers failing & at risk of de-branding based on performance problems - Program Administrator
  133. Strategic Insight Analyze Comprehend Evaluate Track module cost versus functionality over time to determine trends. - Engineering Understand the quality performance of a part and module set in manufacturing and the field so that I can determine if I should replace that part. - Engineering Understand a lead's underlying positions so that I can assess the quality of the investment opportunity - Portfolio Manager Understand a portfolio's exposures to assess portfolio-level investment mix - Portfolio Manager I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices. - Procurement
  134. Comparative Synthesis Analyze Compare Synthesize Analyze and understand consumer-customer-market trends to inform brand strategy & communications plan - Director, Brand Image Find out how many parts I have in my module set of parts and find ways to reduce cost across them - Engineering Formulate scope & strategy for sourcing and gap closure - Core Buyer Analyze and understand a market: marketer network, competitive position, customer sat, & share, etc. to inform brand strategy and communications plan - Brand Image Analyst
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The Language of Discovery: A Grammar for Designing Big Data Interactions The oncoming tidal wave of Big Data, with its rapidly evolving ecosystem of multi-channel information saturated environments and services, brings profound challenges and opportunities for the design of effective user experiences. Looking deeper than the celebratory rhetoric of information quantity, at its core, Big Data makes possible unprecedented awareness and insight into every sphere of life; from business and politics, to the environment, arts and society. In this coming Age of Insight, 'discovery' is not only the purview of specialized Data Scientists who create exotic visualizations of massive data sets, it is a fundamental category of human activity that is essential to everyday interactions between people, resources, and environments. To provide architects and designers with an effective starting point for creating satisfying and relevant user experiences that rely on discovery interactions, this session presents a simple analytical and generative toolkit for understanding how people conduct the broad range of discovery activities necessary in the information-permeated world. Specifically, this session will present: • A simple, research-derived language for describing discovery needs and activities that spans domains, environments, media, and personas • Observed and reusable patterns of discovery activities in individual and collaborative settings • Examples of the architecture of successful discovery experiences at small and large scales • A vocabulary and perspective for discovery as a critical individual and organizational capability • Leading edge examples from the rapidly emerging space of applied discovery • Design futures and concepts exploring the possible evolution paths of discovery interactions

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