knowID

KnowID
Visualizing the ID Methods
December 14, 2009

Mehmet Cirakoglu
Thomas McCue
Elena O’Curry
Mike Roy
Owen Schoppe

Project Brief
Visualize the ID Methods

Our goal for this project was to create a tool that uses
visualizations to help users find, internalize and use
frameworks within the context of their project.

Design and innovation frequently use models and frameworks
to make critical decisions, reframe problems, and discover
relationships within complex sets of data. Unfortunately, using
these models and frameworks—especially within a team
setting—poses multiple challenges to designers and strategists
who need to move quickly.

While models and frameworks are essential to the process,
they often create busy work that can slow the process as well.
Innovators can waste precious billable time searching for
the “right” model to use and struggling to understand
unfamiliar frameworks.

DATA VISUALIZATION, FALL 2009 2

How We Got Here
Research

Research Process
We interviewed 10 users:
4 expert users
5 novice students
1 advanced student

Our interviews were focused on understanding how
people learn about frameworks and how they actually use
them in real life.

We also administered a survey to 17 student participants
which focused on the range of frameworks most commonly
used and the situations that prompt framework usage.


How We Got Here
Research

Key Findings
Novice users have trouble choosing the right framework for
a project and rely on instructors to introduce them to new
methods because they find the ID Wiki incomprehensible.

More advanced students have an established set of frameworks
that they return to again and again. They use the ID Wiki as
a reference to remind themselves of a particular method’s
structure, but not to learn about new frameworks.

Expert users rarely think about frameworks explicitly or refer to
instructions. Frameworks become less of a tool and more of a
point of view - just another way of thinking about a problem.


How We Got Here
Ideation

Workshop
We used the design principles derived from our primary
research to guide participants through an ideation workshop.
We asked our subjects to imagine how different types of
users might experience the processes of browsing,
understanding and using frameworks and captured their
feedback on worksheets and in group discussion.

Group Prompts
• Help a first-year MDes student understand a framework
• Help an expert user find a framework
• Help an advanced student use a framework


Where We Are
Design Principles

Overall:
Text should be secondary to visualizations

Browsing:
Visualizations should reduce search time
Visualization should clearly position role of framework
Presentation should provide examples of framework in use

Understanding:
Visualization should expedite internalization
Presentation should provide examples of framework in use

Using:
Tool should support team use
Tool should provide varying levels of guidance


What We Tried
Concepts Explored

Browsing Understanding Using
Magnet Fish Eggs Visualizing Case Studies Version Tracker
Aggregate Paths Illuminate Coverage for Personal Augmented Reality Work Spaces
Moving Though Constellations Growth Magic Wand
Road Maps / Flow Charts Process / Knowledge Productivity Tracker
Tagging Tutorials Projected Empty Frameworks
Bread crumbs Findings / Progress Tracker Team / Role / Phase, Specific
Magic Cube Filter Tools
Data Collection / Consolidation
Tools


Our Plan
Systemic Overview

Identifying the key moments of visualization
As the primary focus of the course was that of PROVIDING AND UNDERSTANDING FOR...
data visualization, the team sought to clearly
identify the moments that presented the most BROWSING 0.0 UNDERSTANDING 1.0 USING 1.0

complex data, and would benefit from the UNDERSTANDING 2.0 USING 2.0 (EXTENDING)

application of the principals and methods
MUST SOLVE INNOVATION MANIPULATING
reviewed and refined during the course. A PROBLEM CASE STUDIES
CASE STUDY
DATA SETS
STUDENT
DETAILS TEAMS

SEARCHES... TO SELECT A... CAN REVEAL... BY USING A... CAN REVIEW...

WHICH CAN ALSO PROVIDE...

THAT CAN BE SHARED BY...
WHICH FILTERS...

WHICH FEEDS...
ANALYSIS CASE STUDY PROCESS FRAMEWORK PROJECT
FRAMEWORKS PROCESS

TO SELECT A... WHICH EXPLAINS CAN REVEAL... CREATES... CAN TRACK...
USING....

PROGRESS VERSION
PROGRESS
FRAMEWORK FRAMEWORKS MODELS


Concept Brief
Road Map

Navigation
A road map doesn’t just tell you where you are - it reminds
you where you’ve been and lets you know where you’re going.
KnowID is structured to help the user understand what
frameworks best fit a project phase and where frameworks
have lead in other projects. Maps of case studies reveal
patterns and help the user plan for next steps.

Changing Direction
Of course, road maps are most often needed when the user
has no idea where they are or how to get to their destination.
KnowID helps novice students get back on the right path
so they don’t need to worry that they’re headed in the
wrong direction.


Concept Brief
Architecture

Interactive tools are frequently
arranged as hierarchical layers with
specific paths inherent in the
structure. Building on the road map
model discussed above, we choose
to create KnowId on a single plane
that we hope will facilitate rapid
navigation and allow users to move
back and forth within the process.

As users become more
comfortable with the tool, they
can skip over intermediate steps
and speed information retrieval.


Concept Brief
Breadcrumbs

To reinforce the single-level
architecture and aid overall
navigation, a small key in the upper
right corner highlights the user’s
location in the tool. This key maps
on to the welcome screen to give
KnowId users a sense of where they
are in the overall process.
Welcome Bertrand,
UNDERSTAND USE

Find a framework... Examine a framework... Use a framework...

Find a case study... Examine a case study... Track your project...


Concept Brief
Meet Bertrand

Our prototype is designed around the experience of Bertrand,
a second year MDes student who is working on a project
for the grocery conglomerate Supervalu. He wants to better
understand the relationship of certain behaviors he’s observed
in his fieldwork, but he’s not sure where to start. All he has right
now is a list of everything he’s observed compiled from his
field log. We’ll follow Bertrand as he searches for a relevant
framework, explores a case study and applies his chosen
framework to his own research.


Final System
A review of the primary screens and data visualizations of KnowID.


Welcome Screen

The welcome screen is both an entry point and
a map of the tool itself. The six frames show
the relative position of each section within the
single plane architecture. The four frames on
the right help the user find a framework or case
study through a filtering process or go directly
to a known framework or case study. The two
frames on the left help the user track their own
work in progress and use the tool as a template.
Welcome Bertrand,
UNDERSTAND USE




Getting Started

As Bertrand zooms in on
“Find a framework”, that area resolves into
the framework search area.


Finding A Framework
Step One

The initial screen displays the full array of
frameworks sorted by relevance. The icon for
each framework has colored stripes that indicate knowID

the project phase(s) that it’s best suited for.
Frameworks: ID Methods Database
Because Bertrand has been tracking his project
in KnowID, the tool offers him the option to
refine his results by seeking the best successor
SORT BY: Relevance
to Semantic Differential, the framework he used Filter Pane
earlier in his project. Keyword

The key in the upper right corner reminds him
Definition - Research - Analysis - Synthesis - Realization
where he is in the tool, and he can use it as a
navigational aid if he doesn’t want to zoom out
People Offering Company Market
to the full view again.

In my current project, I just used...
Semantic Differential

Input Format:

Content Type


Finding A Framework
Keeping Track

When Bertrand clicks once on a framework, it
expands to give him the name of the framework
and a brief description of that framework. knowID

SORT BY: Relevance
Filter Pane
Keyword



Semantic Differential SWIPES
SWIPES is a disciplined
Input Format: method for directing
and integrating secondary
research that can
systematically profile
diffuse trends.
Content Type


Finding A Framework
Narrowing the Field

Bertrand selects analysis as a primary filter. The
frameworks that meet his specifications migrate
to the upper left corner of the frame. The green knowID

stripe in each icon echoes the green type used
for “analysis” in the filter, confirming that all of Frameworks: ID Methods Database
the remaining frameworks are suitable for this
Analysis
phase in the project.
SORT BY: Relevance
Filter Pane
Keyword




Input Format:

Content Type


Finding A Framework
Narrowing the Field

Bertrand further refines his search by using a
drop-down menu to qualify his content type as
relational, and the number of frameworks is knowID

reduced again.
Analysis

SORT BY: Relevance
Filter Pane
Keyword




Input Format:

Content Type
Relational


Finding A Framework
Narrowing the Field

There are still more frameworks in the results
frame than Bertrand wants to look at, so he
adds another filter by selecting “list” as his knowID

input format - right now, all of his data is listed
in an excel spreadsheet. Now there are only Frameworks: ID Methods Database
three frameworks for him to look at in depth -
Analysis
much more reasonable than the hundreds he
saw in the first screen.
SORT BY: Relevance
Filter Pane
Keyword




Input Format:
List

Content Type
Relational


Finding A Framework
Taking a Closer Look

By hovering over each framework icon Bertrand
can see the method’s name and a brief
description. The Insight Matrix looks like it might knowID

be a match, so he double clicks on that icon.
Analysis

SORT BY: Relevance
Filter Pane
Keyword

Insight Matrix
Definition - Research - Analysis - Synthesis - Realization A tool that compares a list of items
against each other or another list to
extract innovative insights from
research data.


Input Format:
List

Content Type
Relational


Navigation
Switching Sections

A lateral slide reminds him that he’s
moving from “Find a framework” to
“Examine a framework.”


Examining A Framework
First Look

The main screen for the Insight Matrix is a
generic example - this thing looks complicated!
Bertrand decides that he needs to take a look at knowID

the framework in action, so he clicks the button
labeled “Find a case study”. Insight Matrix: Generic Process Example
Analysis Synthesis

How to use this process

1. Create a list (or lists) of
items to compare and
input the lists on the X
and Y axis.
2. Input scores at each
intersection of the
matrix. Typically, the
more likely the items at
the intersection
are related, the higher
the score.
3. Sort the rows and
columns of data to revel
meaningful groupings of
list items.
4. Name and deﬁne the
clusters and patterns.

1 2 3 FIND A CASE STUDY


Navigation

A diagonal slide brings Bertrand to the
case study filter.


Finding A Case Study
First Look

Because Bertrand arrived at this section of the
tool after he’d already selected a framework,
the available case studies have already been knowID

filtered to include only those which include a
successfully completed Insight Matrix. Case Studies
Each case study is represented by a bar with
Analysis
the description of the project and a timeline
that indicates the relative amount of time spent CASE STUDY SEARCH: Analysis / Insight Matrix / Retail SORT BY: Relevance
on each project phase and where the relevant Filter Pane Corner Store EXPAND
MISSION: To help a collective of independent corner store owners
framework was used. Keyword IMAGE
increase revenue by aligning with customer....
Retail
COMPLETION DATE: 04/19/09 DURATION: 4 wks Team: 3
D Rs A S Rz

City of Chicago: HHS EXPAND

People Offering Company Market IMAGE MISSION: T o help a collective of independent corner store owners increase
revenue by aligning with customer....
Find case studies using... D Rs A S Rz
Insight Matrix
Green Labeling EXPAND
IMAGE MISSION: To help a collective of independent corner store owners increase
COMPLETION DATE: O4/19/09 DURATION: 4 wks Team: 3
D Rs A S Rz

Kitchen Gardens EXPAND
IMAGE An analysis of the indoor kitchen garden in urban spaces.
The goal is to identify users, their methods, obstacles, and...
COMPLETION DATE: O4/19/09 DURATION: 4 wks Team: 4
D Rs A S Rz


Finding A Case Study
Expanded View

Bertrand thinks the corner store case study
might be a good example for his supermarket
project, so he expands the bar for more details. knowID

Now he can see which frameworks were used in
the analysis phase of this case, in which order Case Studies
they were used and whether or not they were
Analysis
completed successfully. The framework he’s
using as a search criteria is highlighted for CASE STUDY SEARCH: Analysis / Insight Matrix / Retail SORT BY: Relevance
easier navigation. Filter Pane Corner Store EXPAND
IMAGE MISSION: To help a collective of independent corner store owners
Keyword
increase revenue by aligning with customer....
Retail
D Rs A S Rz

Position Map 0000 HRS

People Offering Company Market Semantic Differential

Insight Matrix2 0000 HRS

Find case studies using... Position Map2 0000 HRS

Insight Matrix Insights to Principles 0000 HRS

Mind Map 0000 HRS

P TO 0000 HRS

City of Chicago: HHS EXPAND
IMAGE MISSION: T o help a collective of independent corner store owners increase
D Rs A S Rz


Navigation

After Bertrand chooses Insight Matrix as the
example he wants to examine more closely,
a diagonal slide returns him to the “Examine a
framework” section.


Case Study

Instead of a generic framework, Bertrand now
sees the results of the Insight Matrix from the
convenience store study. He now has a better knowID

sense of what sort of results he can expect and
confirms that this should be a god method Insight Matrix: Result from Corner Store
for him to use. He still wants to know how the
Analysis Synthesis
other team got to this point, so he starts the
walkthrough by clicking the first tab in the bar
at the bottom of the screen.
foundation
for loyalty
reliability
trust
consistency of o ering

character specialty
neighborly services o ering
friendship
product expertise
proximity
o ering-speciﬁc services
support local business
uniqueness/quality of o ering
obligation
treating yourself
reciprocity
character
ambience

1 2 3 4 5 SHOW IN ROAD MAP


Case Study

The first step in the Insight Matrix example
shows the empty matrix with the X and Y
axes filled in. knowID

Insight Matrix: Process from Corner Store
Analysis Synthesis

offering-specific services
consistency of offering

uniqueness of offering
neighborly services
characteristics

product expertise

quality of offering
treating yourself
of loyalty

reciprocity

amiaience
friendship

obligation

character
proximity

reliability
routine

trust
neighborly services
friendship
proximity
obligation
reciprocity
routine
reliability
trust
consistency of offering
product expertise
offering-specific services
uniqueness of offering
quality of offering
treating yourself
character
amiaience

Key
0 1 2 3



Case Study

The second step shows the matrix filled in
with the team’s ratings.
knowID

Analysis Synthesis

characteristics
of loyalty



Case Study

In the third screen, Bertrand sees how the
convenience store team was able to identify
clusters by overlaying translucent squares over knowID

the areas with the highest scores.
Analysis Synthesis



Case Study

The fourth step shows that the corner store
team saw the two clusters in the corners as
more significant and refined their highlighting to knowID

two overlapping circles, which they’ve labeled
according to common characteristics. Insight Matrix: Process from Corner Store
Analysis Synthesis

character

foundation
for loyalty

specialty
o ering



Case Study

In step five, Bertrand sees that the results he
saw at first list the same items that were in the
clusters from step four. He has a pretty good knowID

understanding now of how the Insight Matrix
works, so he uses the navigation key in the Insight Matrix: Process from Corner Store
upper right corner to move into his own project
Analysis Synthesis
and start using it.

foundation
for loyalty
reliability
trust
consistency of o ering

character specialty
neighborly services o ering
friendship
product expertise
proximity
o ering-speciﬁc services
uniqueness/quality of o ering
obligation
treating yourself
reciprocity
character
ambience



Navigation

A lateral slide lets Bertrand move into his own
previously established project space.


Using A Framework
Working Within KnowID

Now Bertrand sees an empty Insight Matrix with
the instructions for filling it out within KnowID.
The ellipses icon in the lower right corner knowID

indicates that this is a framework in use; if he
completes the Insight Matrix successfully he can Insight Matrix: Bertrand’s Project
change this to a check mark in a green box.
Analysis Synthesis

How to use this process Key 0 1 2 3

1. Create a list (or lists) of
items to compare and List Description

Item 1
input the lists on the X
and Y axis.
2. Input scores at each Item 1
intersection of the
matrix. Typically, the
more likely the items at
the intersection
are related, the higher
the score.
3. Sort the rows and
columns of data to revel
meaningful groupings of
list items.
4. Name and deﬁne the
clusters and patterns.

1 2 3 4 5 ... SHOW IN ROAD MAP


Using A Framework
Working With A Team

By connecting his computer to a projector,
Bertrand can move the empty matrix on to
a whiteboard so he can fill it out with his team
using colored post-its instead of numbers.
Key 0 1 2 3

sense of loya l t y

customizabi l i t y
Motivations for

consistenc y
cleanliness

exp er ience
freshness
Store Visit

selec tion

sp ecialt y
qualit y

var iet y
pr ice
s e n s e o f l oya l t y 0 0 0 0 0 0 0 0 0 0

p r i ce 0 0 0 0 0 0 0 0 0 0 0

quality 0 0 0 0 0 0 0 0 0 0 0

f re s h n e s s 0 0 0 0 0 0 0 0 0 0 0

cleanliness 0 0 0 0 0 0 0 0 0 0 0

va r i e t y 0 0 0 0 0 0 0 0 0 0 0

selection 0 0 0 0 0 0 0 0 0 0 0

specialty 0 0 0 0 0 0 0 0 0 0 0

ex p e r i e n ce 0 0 0 0 0 0 0 0 0 0 0

c u s to m i z a b i l i t y 0 0 0 0 0 0 0 0 0 0 0


Using A Framework

Bertrand saves the completed matrix to
his project.
knowID

Insight Matrix: Bertrand’s Project
Analysis Synthesis

Key 0 1 2 3

sense of loyalt y

customizabilit y
Motivations for

consistenc y
cleanliness

experience
freshness
Store Visit

selec tion

specialt y
qualit y

var i e t y
p r i ce
s e n s e o f l oy a l t y 0 0 0 0 0 0 0 0 0 0 0

p r i ce 0 0 0 0 0 0 0 0 0 0 0

quality 0 0 0 0 0 0 0 0 0 0 0

f re s h n e s s 0 0 0 0 0 0 0 0 0 0 0

cleanliness 0 0 0 0 0 0 0 0 0 0 0

va r i e t y 0 0 0 0 0 0 0 0 0 0 0

selection 0 0 0 0 0 0 0 0 0 0 0

specialty 0 0 0 0 0 0 0 0 0 0 0

e x p e r i e n ce 0 0 0 0 0 0 0 0 0 0 0

c u s to m i z a b i l i t y 0 0 0 0 0 0 0 0 0 0 0

1 2 3 4 5 ... SHOW IN ROAD MAP


Navigation

Bertrand wants to look at his overall project
process, so he uses the navigation key to slide
vertically into his project page.


Tracking A Project

Now that he’s finished using the Insight Matrix
he can change the ellipses to a check mark.
knowID

Road Map: Bertrand’s Project

S O RT B Y: TIME 2.0 RESEARCH 3 . 0 A N A LYS I S

05.16.05
1 AEIOU 0000 HRS

2 Position Map 2 0000 HRS

3 Semantic Differential
3

4 4 Insight Matrix 0000 HRS

5 5

6 6

7 7

8 8

9 9

10 10

11 11


Tracking A Project

Bertrand’s road map now shows all of his
completed frameworks; when he’s done with
the project it will become a case study for other knowID

students to use and learn from.
Road Map: Bertrand’s Project

S O RT B Y: TIME 2.0 RESEARCH 3 . 0 A N A LYS I S

05.16.05
1 AEIOU 0000 HRS

2 Position Map 2 0000 HRS

3 Semantic Differential
3

4 4 Insight Matrix 0000 HRS

5 5

6 6

7 7

8 8

9 9

10 10

11 11


Navigation

Bertrand moves laterally to the corner
store road map.


Examining A Case Study

By reviewing the corner store road map
Bertrand can see where that team moved after
using the insight matrix and identify next steps knowID

for his own project.
Road Map: ID Corner Store Case Study

S O RT B Y: TIME 1.0 DEFINITION 2.0 RESEARCH 3 . 0 A N A LYS I S

03. 22.05

05.16.05
1 Insight matrix 0000 HRS 1 1

2 Position Map
2 0000 HRS 2

3 3 Semantic Differential 3

4 4 4 Insight Matrix2 0000 HRS

5 5 5 Position Map2 0000 HRS

6 6 Insights to Principles 6 0000 HRS

7 7 Mind7 Map 0000 HRS

8 8 PTO 0000 HRS 8

9 9 9 Concept Matrix 0000 HRS

10 10 10 Concept Evaluation ...

11 11 11 Concept S...


Navigation

Bertrand zooms back out to compare his
project to the corner store project.


Examining A Case Study
Side By Side Comparison

Bertrand can look at his project alongside
the corner store case study to compare his
project to that of the other team.


Navigation

Bertrand zooms out to close his project.


Home Screen

The home screen now has the added detail
of Bertrand’s most recently viewed and used
frameworks and projects.

Welcome Bertrand,
UNDERSTAND USE

Insight Matrix Insight Matrix

Corner Store Project My Design Planning Project


KnowID
Data Visualization / Fall 2009 / Vijay Kumar

Data Visualization Team
Mehmet Cirakoglu
Thomas MCCUE
Elena O’Curry
Mike Roy
Owen Schoppe

knowID

Recomendados

Recomendados

Mais conteúdo relacionado

Semelhante a knowID

Semelhante a knowID (20)

Último

Último (20)

knowID