Creating Personal Profiles Across Time and Distance

www.designforcontext.com
@design4context

Duane
Degler

@ddegler

duane@designforcontext.com

Crea%ng
Personal
Proﬁles

Across
Time
and
Distance

SmartData:
19
August
2015

#SmartDataWeek

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
@ddegler #SmartDataWeek
Photo
of
addiConal

presenter
here
(in

grayscale)

INFORMATION

ARCHITECTURE
/
DESIGN

Understand the models
that make informa?on
?ck, and help people get
things done.

Duane
Degler

This
talk
.
.
.

Emerging
thoughts
from

work
on
info
discovery,

linked
data,
adapCve
UI,

personalizaCon

designforcontext.com/insights/

personal-‐proﬁles-‐Cme-‐distance-‐smartdata2015

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
“Time
and
Distance”
?

•  Going
beyond
what
we
tend
to
see
today

•  How
to
consider
personalizing
user
experience
for
educaCon,

cultural
heritage,
social
environments,
medicine,
law
…?

•  Distance
–
different
situa/ons

•  How
do
our
experiences
and
profiles
carry
across
interacCons

with
mulCple
insCtuCons
and
domains?

•  Time
–
longitudinal
evolu/on

•  How
do
our
experiences
and
preferences
evolve
as
we
learn,

experience…
and
our
tastes
and
needs
grow
and
change?

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Now:
Typically
a
closed-‐world
scenario

Site

Set
of
Objects

Site

Set
of
Objects

Profile

Site

Set
of
Objects

Profile
Profile

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Ecosystem

Now:
Ecosystems
behave
as
(semi)
closed-‐worlds

Site

Set
of
Objects

Site

Set
of
Objects

Site

Set
of
Objects

Profile

Profile
Profile
Profile

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Proﬁle

Ecosystem

Future:
Requires
open-‐world
scenarios

Site

Set
of
Objects

Site

Set
of
Objects

Site

Set
of
Objects

Context
Context
Context

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Emerging
Tastes
–
Considering
How
Preferences
Evolve,
Degler,
PATCH
workshop,
29-‐Mar-‐2015

h[p://www.designforcontext.com/files/patch2015_degler_emerging-‐tastes.pdf

Considera%ons
when
crea%ng
and
using
personal
profiles

•  SituaConal

•  Domain
models
interact
with
user
knowledge

•  Scenarios
may
be
transitory

•  Balancing
models
with
serendipity

•  SituaCons
are
influenced
by
social
interacCons

•  Longitudinal

•  Personal
interests
emerge
over
Cme

•  Interests
evolve
through
lifelong
experiences

•  Profiling
can
be
uneven
across
descripCve
dimensions

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
DOMAIN
MODELS
ARE

A
SOURCE
FOR
MATCHING

CONTENT
TO
INTERESTS

Tree of Library Classifications, Library of Congress. http://www.loc.gov/pictures/item/2011647038/

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Domains
have
proﬁles,
which
our
knowledge
overlays

SITUATIONAL

Knowledge

depth

Knowledge
breadth

Domain
overview

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Example:
Visi%ng
a
museum,
context
informs
relevance

SITUATIONAL

Domain
overview

With
children

(broader,
shallower)

With
students

(narrower,
deeper)

Personal
research

(deep,
cross-‐domain)

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
SITUATION
SIGNALS

SITUATION
SIGNALS

LocaCon

Co-‐occurring
events

Date
/
Cme

CondiCons

Devices
/
connecCvity

SITUATION
SIGNALS

USER
SIGNALS

Usage
pa[erns

Experience

Interests
/
proﬁle

History

Community

CONTENT
SIGNALS

Link
relaConships

Text
pa[erns

Categories
/
keywords

Metadata

TASK
SIGNALS

Outcomes
/
goals

Rules
/
requirements

CriCcality

Sequence
/
status

Frequency
for
user

Relevance
models

involve
more
than

content

Suppor>ng
Relevance
for
Users
–
A
Design
Challenge

Duane
Degler,
SemTechBiz
3-‐Jun-‐2013

h[p://www.designforcontext.com/insights/supporCng-‐relevance-‐for-‐users

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
•  SituaConal

•  Domain
models
interact
with
user
knowledge

•  Scenarios
may
be
transitory

•  Balancing
models
with
serendipity

•  SituaCons
are
influenced
by
social
interacCons

CONSIDERATIONS
WHEN

CREATING
AND
USING
PROFILES

Emerging
Tastes
–
Considering
How
Preferences
Evolve,
Degler,
PATCH
workshop,
29-‐Mar-‐2015


CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Domain
models
interact
with
user
knowledge

•  InteracCon
is
purposeful

•  Resource
seeking

•  Knowledge
seeking

•  Entertainment

•  Social
communicaCon
/
collaboraCon
(and
as
surrogates
for
others)

•  Rich
experience
and
knowledge
=
rich
and
nuanced
interacCon

SITUATIONAL

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Scenarios
may
be
transitory

•  We
must
understand
the
user’s
goals/tasks

•  Every
goal
and
task
has
a
performance
Cmeline

•  SomeCmes
it
is
a
single
quesCon
or
single
session

•  SomeCmes
it
is
an
extended,
mulC-‐month
or
mulC-‐year
project

•  When
completed,
the
intensity
of
focus
recedes

•  It
doesn’t
mean
the
interest
disappears,
but
need
for
informaCon
might

SITUATIONAL

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Balancing
models
with
serendipity

•  Guard
against
over-‐simplicity
or
rigidity

•  People
find
delight
in
new
things

•  Knowledgeable
experts
specifically
seek
serendipity,
discovery

SITUATIONAL

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Situa%ons
are
inﬂuenced
by
social
interac%ons

•  Is
the
focus
of
my
interacCon
on
me,
or
on
other
people?

•  If
others,
how
well
do
I
know
them?
How
oken
do
we
interact?

•  How
do
we
discover
this?

•  How
do
we
balance
the
signals?

•  Are
my
immediate
items
of
focus
aligned
with
my

ongoing
interests?

SITUATIONAL

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
DIGITAL
OBJECTS

RESPOND
TO

CONTEXTUAL
FORCES

©
Duane
Degler
2009

Autopilot & dynamic feedback

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Concept
model
for
dynamic
context
forces

SITUATIONAL

Suppor%ng

forces

Limi%ng

forces

External

suppor%ng
forces

External

limi%ng
forces

Retrieved
info

UI
components

Serendipity,

far
transfer

Strongly

related
objects

Weakly

related
objects

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Time

Distrac%ons

Par%cipant
experience

Aên%on

Social
connec%on

Knowledge

Place

Goals

Experience

Retrieved
info

UI
components

Broader,
shallower
informa%on
interac%on

e.g.
Taking
my
children
to
the
museum
on
Saturday
aèrnoon

SITUATIONAL

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Available
informa%on

Distrac%ons

Student
experience

Device
types

Subject
focus

Knowledge

Place

Student
mo%va%on

Device
loca%on
awareness

Retrieved
info

UI
components

Deeper,
narrower
informa%on
interac%on

e.g.
Taking
my
college
students
to
the
museum
on
Wednesday
morning

SITUATIONAL

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Cross-‐domain
experience

Collaborators

Resource
management

Time

Device
capabili%es

Project
Goal

Available
informa%on

Subject
knowledge

Retrieved
info

UI
components

Deep,
cross-‐domain
informa%on
interac%on

e.g.
Conduc%ng
research
as
part
of
my
next
book

SITUATIONAL

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
OPPORTUNITIES
FOR

UI
/
USER
EXPERIENCE

Cleveland
Museum
of
Art,
Gallery
One,
Howard
Agressi,
h[p://www.clevelandart.org/gallery-‐one

More than Information Retrieval

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Context
profile
adding
user
control
when
mobile

Traveling
(work)

At
home

Out
to
play

Traveling
(work)

Traveling
(vacaCon)

Research

Personal
interests

Family
interests

Ignore
profile

INTERACTION

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Duane

Account

Workspaces

>Logout

Search
this
site

Duane

Account

Workspaces

>Logout

Search
this
site

Ac>ve
profile:
CogniCve
paper
(Research)

At
home

Out
to
play

Traveling

Research:

CogniCve
paper

Historical
methods
class

Lifestyle
percepCon
book

Personal
interests

Family
interests

Ignore
profile
in
this
session

Context
profile
applied
to
search
and
naviga%on

INTERACTION

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Context
profile
as
a
lens
filter
on
a
results
page

Terms:
Impressionist
light
soken

Landscapes

European
art

Ac>ve
profile:
Book
research

Search
within

Your
Search
Criteria

Search
Results

(135
of
358
results)

×

×

Genre

−
+

ArCsts

−
+

Media

−
+

Availability

−
+

Book
research

×

INTERACTION

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Context
profile
as
a
drop-‐down
filter
on
related
links

Louis
Marcoussis:
Catalogue

raisonné
de
l'oeuvre
gravé.

Solange
Milet.
1991

French
PainCngs
in
the

collecCon
of
Mr.
and
Mrs.
John

Hay
Whitney

John
Rewald.
1956

The
World's
Most
InfluenCal

Painters
and
the
ArCsts
They

Inspired

David
Gariff,
Eric
Denker,
and

Dennis
P.
Weller.
2009

Tout
l'oeuvre
peint
de
MaCsse

1904-‐1928

Pierre
Schneider,
Massimo

Carra
and
Xavier
Deryng.
1982

Focus
not
applied

Related
Content

Focus
level

Related
Content

Set
your
focus
for
content:

þ

Landscapes

þ

People
in
nature

þ

French
arCsts

þ

European
arCsts

þ

Oils

þ

Watercolors

þ

Sketches

þ

On
display
in
gallery

þ

Online
collecCon

þ

Online,
open
access

cancel

Louis
Marcoussis:
Catalogue

raisonné
de
l'oeuvre
gravé.

Solange
Milet.
1991

Set

General
Specific

Focus
seungs

Related
Content

Genre

−
+

ArCsts

−
+

Media

−
+

Availability

−
+

INTERACTION

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Portable
interests
in
gallery

Users
take
their
selecCons
with
them
through
the
museum’s
galleries

Cleveland
Museum
of
Art:
Gallery
One

Take a Deep Dive into Gallery One at the Cleveland Museum of Art, Jane Alexander,
http://www.slideshare.net/JaneAlexander2/take-a-deep-dive-into-gallery-one-at-the-cleveland-museum-of-art
INTERACTION

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015

Portable
profile:
Carry
interests
to
different
loca%ons?

National Gallery of Art
Rousseau, Henri
French 1844-1910
-Tropical Forest with Monkeys
-The Equatorial Jungle
Phillips Collection
Anonymous 19th Century
American c. 1880
-Tropical Forest with Birds
2

1

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
PERSONALIZATION
MODELS

EVOLVE
THROUGH
LIFELONG

EXPERIENCES

Bartholomeus
van
der
Helst,
The
Governors
of
the
Kloveniersdoelen,

Amsterdam
Museum

h[p://www.amsterdammuseum.nl/

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Our
knowledge
grows
with
experience

LONGITUDINAL

IniCal
exposure
Increased
learning
Deeper
understanding/knowledge

Algorithms
need
to
recognize
when

learning
and
exploraCon
are
happening,

rather
than
tasks
focused
on
accessing

“known”
informaCon.

Likely
reduced

signal
priority

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Our
personal
profiles
refine
by
incorpora%ng
our
situa%ons

LONGITUDINAL

Transient

interest

SituaCons
Longitudinal
Profile

CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Domain
overview

Domain
cross-‐walks
extend
our
understanding

SITUATIONAL

Domain
overview

Domain
cross-‐walks
encourage
knowledge
growth
and
support
serendipity

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Not
just
content
profiles:
Tasks
produce
learning
paêrns

1
2
3
4
5

Yellow
brick
road

(set
path)

A

G

D

S
N

8

Family
Circus

(wandering)

1b

1c

1d

Spelunking

(deep
dive)

Window
shopping

(look-‐leave-‐look)

!

Serendipitous

(‘aha’
discovery)

LONGITUDINAL

Suppor>ng
Relevance
for
Users
–
A
Design
Challenge

Duane
Degler,
SemTechBiz
3-‐Jun-‐2013

h[p://www.designforcontext.com/insights/supporCng-‐relevance-‐for-‐users

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
•  Longitudinal

•  Personal
interests
emerge
over
Cme

•  Interests
evolve
through
lifelong
experiences

•  Profiling
can
be
uneven
across
descripCve
dimensions

CONSIDERATIONS
WHEN

CREATING
AND
USING
PROFILES

Emerging
Tastes
–
Considering
How
Preferences
Evolve,
Degler,
PATCH
workshop,
29-‐Mar-‐2015


CreaCng
Personal
Proﬁles
Across
Time
&
Distance

19 August 2015
Personal
interests
emerge
over
%me

•  Some
things
are
“in
the
moment”
–
some
“stay
with
you”

•  LasCng
signals
may
be
addiCve,
becoming
more
focused

over
Cme

•  In
any
situaCon,
do
I
value
the
object,
or
the
experience?

•  InteracCon
may
not
be
the
same
as
long-‐term
interest

LONGITUDINAL

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Interests
evolve
through
lifelong
experiences

•  Personal
profiles
are
informed
by
a
rich
array
of
experiences,

not
just
formal
interacCons

•  EducaConal
and
cultural
exposure

•  Travel

•  Local
experiences

•  ConversaCons

•  Casual
and
brief
engagement

•  How
well
do
we
understand
the
transiCon
from
“experience”

to
knowledge?

•  Is
it
the
case
that
the
more
we
know,
the
less
we
need
to
be
shown?

•  Greater
interest
in
cross-‐domain
interacCons,
specificity
–
and
serendipity

LONGITUDINAL

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
Profiling
can
be
uneven
across
descrip%ve
dimensions

•  What
a[ributes
ma[er?

•  If
the
a[ributes
of
an
object
itself
change
in
future,
does
that

change
my
interest
in
it?
Or
the
map
between
it
and
my
profile?

•  With
increasing
richness
and
diversity
comes
complexity

LONGITUDINAL

CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
CreaCng
Personal
Profiles
Across
Time
&
Distance

19 August 2015
•  SituaConal

•  Domain
models
interact
with
user
knowledge

•  Scenarios
may
be
transitory

•  Balancing
models
with
serendipity

•  SituaCons
are
influenced
by
social
interacCons

•  Longitudinal

•  Personal
interests
emerge
over
Cme

•  Interests
evolve
through
lifelong
experiences

•  Profiling
can
be
uneven
across
descripCve
dimensions

CONSIDERATIONS
WHEN

CREATING
AND
USING
PROFILES

Emerging
Tastes
–
Considering
How
Preferences
Evolve,
Degler,
PATCH
workshop,
29-‐Mar-‐2015


Creating Personal Profiles Across Time and Distance

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