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      I2 Analyst Notebook viii Guidebook
                               Guidebook




A Visual Step by Step Guide of Introductory and Advanced Charting
          tep                         Introductory
                                 Techniques
               Mercyhurst College Institute for Intelligence Studies
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                                                                Tasking
        To create a guidebook for Professor Mulligan that demonstrates basic and advanced charting techniques in i2 Analyst
                         book
Notebook 8. The guidebook is a summation of essential skills in i2’s Analyst Notebook 8 user guide. The purpose of this guidebook is
to aid MCIIS students augment techniques taught in the Advanced Intelligence class.



Annex I: Written By Michael B. Gallagher

Annex II & III: Written By James E. Gallagher
              :



                                                                  Note
This is a wonderful example of planting a seed and getting out of the way to allow smart people to exceed expectations. It began with
                                                              out
a short discussion in the lab (where the Gallagers were helping some students with i2). I mentioned their unique position to create a
“short” tutorial to help students become familiar with i2 and alleviate numerous frustrations in creating a basic link chart. They
                                               iar
graciously agreed to put some of their thoughts and tips together for future students. I never imagined they would take the project to
its present level of detail. Despite busy schedules, they voluntarily spent numerous hours c
                                 ite                                                        creating an extremely detailed (click
                                                                                                      n                      (click-by-
click screenshots) guidebook to walk a new i2 user through the process of creating a link chart. And then they created addit
                                                                                                                          additional
sections outlining advanced features and capabilities . The result is an invaluable resource for any i2 user (from beginners to
advanced analysts).

I am proud of their product and thankful for the opportunity to play a small part in it. On behalf of all who will benefit from their
effort I wish to express sincere gratitude.



Dan Mulligan



                                  Mercyhurst College Institute for Intelligence Studies
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                                                                                                         Table of Contents



   TASKING ................................................................................................
                                                                           ................................................................................................................................
                                                                                                                                                                           .............................................................................. 1
   BACKGROUND ................................................................................................
                                                                                   ................................................................................................................................
                                                                                                                                                                                   ...................................................................... 4

ANNEX I: INTRODUCTORY AND BASIC TECHNIQUES ................................
                                           ................................................................................................................................
                                                                                                                                           .................................................................. 6

   OPENING I2 ANALYST NOTEBOOK 8................................................................
                                                                ................................................................................................................................
                                                                                                                                                                .......................................................................... 8
   PAGE AND PRINTER SETUP ................................................................
                                                                   ................................................................................................................................................................
                                                                                                                                                                                                   ...................................................... 9
   SAVING ................................................................................................
                                                                          ................................................................................................................................
                                                                                                                                                                          ............................................................................. 12
   WHAT YOUR LINK CHART SHOULD HAVE BEFORE YOU BEGIN ................................
                                                                                 ................................................................................................................................
                                                                                                                                                                                 ...................................................................... 13
   COUNTRY STUDY LINK CHART GRADING RUBRIC ................................
                                                               ................................................................................................................................................................
                                                                                                                                                                                               ........................................................ 13
   DIFFERENT CURSORS ................................................................
                                                           ................................................................................................................................................................
                                                                                                                                                                                           ............................................................ 15
   OBJECTS AND LINKS ................................................................
                                                          ................................................................................................................................................................
                                                                                                                                                                                          ............................................................. 16
   ENTITY REPRESENTATIONS................................................................
                                                                  ................................................................................................................................................................
                                                                                                                                                                                                  ..................................................... 18
   MORE CHART ITEMS ................................................................
                                                           ................................................................................................................................................................
                                                                                                                                                                                           ............................................................ 19
   MISCELLANEOUS TIPS................................................................
                                                            ................................................................................................................................................................
                                                                                                                                                                                            ........................................................... 20
   USING THE EDIT BOX ................................................................
                                                            ................................................................................................................................................................
                                                                                                                                                                                            ........................................................... 22
          EDITING AN ITEM’S TEXT................................................................
                                                                          ................................................................................................................................
                                                                                                                                                                          ............................................................................. 24
          EDITING AN ITEM’S DESCRIPTION AND GRADE................................
                                                                      ................................................................................................................................................................
                                                                                                                                                                                                      ................................................. 25
          EDITING AN ITEM’S TYPE (COLOR & SHADING) ................................
                                                                        ................................................................................................................................................................
                                                                                                                                                                                                        ............................................... 26
          EDITING AN ITEM’S DISPLAY ................................................................
                                                                               ................................................................................................................................
                                                                                                                                                                               ........................................................................ 27
          EDITING AN ITEM’S FONT ................................................................
                                                                           ................................................................................................................................
                                                                                                                                                                           ............................................................................ 30
   OLE OBJECTS ................................................................................................
                                                                                  ................................................................................................................................
                                                                                                                                                                                  ..................................................................... 31
   FINDING HIGH RESOLUTION IMAGES ON GOOGLE IMAGE ................................
                                                                           ................................................................................................................................
                                                                                                                                                                           ............................................................................ 37
   COPYING AND PASTING IMAGES FROM ONLINE ................................
                                                              ................................................................................................................................................................
                                                                                                                                                                                              ......................................................... 41
   SETTING IMAGES AS BACKGROUNDS................................................................
                                                                               ................................................................................................................................
                                                                                                                                                                               ........................................................................ 43
   CREATING LINKS BETWEEN ITEMS ................................................................
                                                                            ................................................................................................................................
                                                                                                                                                                            ........................................................................... 47
   CHANGING LINE COLOR, SIZE, ATTITUDE AND DIRECTION................................
                                                                           ................................................................................................................................
                                                                                                                                                                           ............................................................................ 49
   UTILIZING MICROSOFT WORD 2007................................................................
                                                                                ................................................................................................................................
                                                                                                                                                                                ....................................................................... 51

ANNEX II: LAYOUTS ................................................................
                                                  ................................................................................................................................................................
                                                                                                                                                                                  .................................................. 63


                                                             Mercyhurst College Institute for Intelligence Studies
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WRITTEN INTELLIGENCE VS. VISUAL INTELLIGENCE ................................
                                                              ................................................................................................................................................................
                                                                                                                                                                                              ..................................................... 65
HOW TO LAYOUT YOUR LINK CHART ................................................................
                                                                            ................................................................................................................................
                                                                                                                                                                            ....................................................................... 66
BASIC LAYOUT ................................................................................................
                                                                               ................................................................................................................................
                                                                                                                                                                               .................................................................... 66
CONCLUSION ................................................................................................
                                                                             ................................................................................................................................
                                                                                                                                                                             ...................................................................... 68
SOURCES ................................................................................................
                                                                        ................................................................................................................................
                                                                                                                                                                        ........................................................................... 69
PRIMARY CONTACT INFORMATION................................................................
                                                                         ................................................................................................................................
                                                                                                                                                                         .......................................................................... 75
SECONDARY CONTACT INFORMATION ................................................................
                                                                             ................................................................................................................................
                                                                                                                                                                             ...................................................................... 76
I2 CONTACT INFORMATION ................................................................
                                                                ................................................................................................................................................................
                                                                                                                                                                                                ................................................... 77




                                                         Mercyhurst College Institute for Intelligence Studies
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                                                             Background
        This guidebook is an attempt to summarize essential skills in i2’s Analyst Notebook 925 page user guide The techniques in
                  book                                                                                        uide.
this guidebook are a small glimpse of what i2 Analyst Notebook 8 is capable of producing. A fledgling i2 user should not be bound to
these steps when creating a presentable or analytical link chart. All of the steps in this handbook can be combined in several different
ways. Steps from the Advanced Techniques Annex can be combined with steps from the Introductory Techniques Annex and vice
  ays.
versa.




                                 Mercyhurst College Institute for Intelligence Studies

                                                        3928 Wayne Street
                                                          Erie, PA 16546

                                                     http://www.mciis.org/

                                 Mercyhurst College Institute for Intelligence Studies
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             Page Left Blank Intentionally




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                    Annex I




Introductory and Basic Techniques
  Mercyhurst College Institute for Intelligence Studies
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             Page Left Blank Intentionally




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                                                  Opening i2 Analyst Notebook 8


   Step 1
(1) Click Start

(2) Then click All Programs

(3) Then click i2. Next click i2 Analyst
Notebook 8

(4) Finally, click i2 Analyst Notebook 8.                           2




                                                                              3




                                  1




                                      Mercyhurst College Institute for Intelligence Studies
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                                                       Page and Printer Setup
         A crucial skill to making good link charts is using a given amount of space efficiently. The analyst must designate what is
                                                                                                      he
important and set aside the required space for it. The mo difficult aspect of creating a link chart is to effective use the space to
                                                         most                                              o effectively
create a visually aesthetic chart that is easy to follow while accurately portraying intelligence. Therefore, when preparing to create a
link chart, it is recommended that the first step is to setup the page area. The reason for this is so the analyst identifies available
workspace for the link chart. Note: setting up the page will also set up the correct printer destination.



 Step 1                                    1

  (1) Click File in the upper right hand
  corner

  (2) Then click Page Setup


                                                                                    2




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Step 2
Note: These steps are required for large
(plotter size) link charts.

The page setup box will appear. Click
Printer Setup to select the proper
printer.




                                                                                                  Step 3
                                                                          Select Printer CLASSIFIED
                                                                                           CLASSIFIEDMCIISPRO5.




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Step 4
Select paper size ANSI E and click OK.




                                                                                                      Step 5
                                                                      The page border will appear and the analyst
                                                                      can begin populating the page space.


                  Objects
                  in here




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                                                                 Saving
        WARNING: i2 often tends to freeze up, whic requires the analyst to close i2 and reboot it, losing any information that
                                                     which
was placed in i2 from the last saving point. Saving is an extremely important part of working with i2. Save constantly and correctly.
                                                                                                           .
Click the      symbol on the top left hand side, fill the appropriate information and save in the desired location. Save in at least three
different locations.




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     th
The 7 central
Node (The pink                                                                      Administrative
terrorism box)      Title
                             What Your Link Chart Should H
                                                         Have Before You Begin      Information
provides a more
target centric
model. In this
example, all
aspects of
Afghanistan are
influenced by Al-                   Tasking
Qaida and other
terrorist
organizations.                      Analytical
                                    Findings




  Link
  analysis of
  structure,
  function,
  and
  process




       Legend

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       Country Study Link Chart Grading Rubric




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                                                         Different Cursors
        There are two cursor options within i2, and each serve a different purpose. Confusion in cursors can lead an analyst to believe
                                              ,
his or her chart is frozen, causing much unneeded frustration.




             Drag Chart: This cursor will
             drag the chart for viewing
             purposes. This is used for
             viewing the chart and will
             not change an object’s
             location or state.




             Select/Move: This cursor
             will select objects and
             move the objects as the
             analyst wishes. This is
             used for creating and
             editing charts.


                                  Mercyhurst College Institute for Intelligence Studies
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                                                           Objects and Links
       Once the page is setup, various objects (i.e. icons, pictures, boxes, circles, links, titles, legends, etc…) can be selected and
                                arious
placed onto the page. Furthermore, links can be established between objects to show relationships and relevance.
                                    inks



Icons



Step 1
 Click the      button on the top right
 hand corner to view icons.




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Step 2
Click on the desired icon and drag it onto the page.

Note: The icons must be set to common (indicated by
the add chart items box on right).




                                                                                                       Step 3
                                                                     To select from more objects, click the      on
                                                                     the top right. To find more objects click the
                                                                     search or click all entity types
                                                                                                types.




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                                   Entity Representations


Representation             Add Chart Items Task Bar Button               Example

 ICON

 THEME LINE

 EVENT FRAME

 BOX

 CIRCLE

 TEXT BLOCK


 OLE OBJECT


                                                                         Piece of text
 LABEL
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                                                           More Chart Items
       Once the page is established, various objects (i.e. icons, pictures, boxes, circles, links, titles, legends, etc…) can be selected
                                    ,
and placed onto the page. Refer to the page numbers to learn more about the objects.



                                 Event Frame                                                    Circle
                                  Page 101




          Icon                                                                                                         OLE Object (Pictures)
                                                                                                                             Page 31




                    Theme Line                                   Box                                      Text Block
                      Page 100




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                                                Miscellaneous Tips

      Each item will have an identity (circled in red). To move the identity around the item, simply press and hold
                           n
the      (ALT) key and click the identity and drag to the desired location.
                          ick




                                     Hold      and Drag




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           To move multiple items together, click and highlight the items completely and the item identities will
                                           ,                                                    item’s
     shade black. Simply click and drag one of the items which will in turn drag all the selected items along with it.
                                                                       turn




                                                        Drag and release
                                                        your cursor here.



Place the cursor
on a location
outside the area                                                                        Place the cursor on a highlighted area, left
you want to                                                                             click, and drag
                                                                                                   drag.
encapsulate
within the square.
Left click and hold
down to draw
your square. Drag
the cursor to the                                       Drag
other end of the
Meeting 1 box.
Lastly, release
your cursor (The
left click).




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                                                         Using the Edit Box
       All chart items can be edited by double clicking on the item or by right clicking and selecting “edit item properties Once the
                                                                                                                   properties.”
edit box comes up a plethora of options are available to the analyst. Edits can be made to the object’s color, size, font, text and more.
                        thora                                                                                              text,




                    Double
                    Click




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  Possible Entity Information (Displayed Below the Entity)




                                                                                Theme Line (Refer to Annex III)
                                                                                            Refer




                                                Pin




                                              Label
Available Fields




                                                                Description

                   Source Type
                                                                    Source
                                                                    Reference
                       Grades
                                                      Date & Time




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Editing An Item’s Text




                                                                       Edit an items
                                                                       Identity


                                                                        No two items can have
                                                                        the same identity. To
                                                                        overcome this, select
                                                                        this box and fill the
                                                                        desired item’s name in
                                                                        the box labeled “labels”


                                                                        Enter desired name for
                                                                        item after selecting the
                                                                        check box from above.




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                                                                                  Note: References are
                                                                                  required
Editing An Item’s Description & Grade



              Students should place their URL source under the REFERENCE box. If students have more
              than one URL source, place the main URL source in the Reference box, and paste the
              remaining URL sources under the DESCRIPTION box.



                                                                                                                   The analyst can enter
                                                                                                                   a description of the
                                                                                                                   item and/or use this
                                                                                                                   area for sourcing.

                                                            Grades                  Source


                                                                                                         Where the item’s info came
                      Grade A-E                                                                          from (i.e. Informant, record,
                                                                                                         victim, witness, officer, etc…)

                    Grade 1-5



                                                                                                         Reference the item’s source.
                                                                                                         This can be done either by URL
                                                Classification (i.e.                                     or reference document on drive.
                                                top secret, secret,
                                                unclassified, etc…)




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Editing An Item’s Type (Color, Size, Shading, & More)




                                                                                          Select to change item’s size
                                                                                          to desired proportions.




     Select pull down list to order
                                                                                          Select color to desired
     items by type. By selecting
                                                                                          shading for Item. This
     color the items color may be
                                                                                          will shade an icon,
     changed.
                                                                                          NOT a text box, box or
                                                                                          a circle.




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                                                                    Note: This is optional and not necessary
                                                                    when making a presentable link chart.
Editing An Item’s Display
If one wants to display information regarding the item below the icon, then this feature would be used. Displayed information includ
                                                                                          ould                                includes
date & time, description, grades, labels, pin, source reference and source type.




    Date & Time: Displays date & time which is entered
    in the “Data” folder above the “Style” folder.

                                                                          Date & Time: Displays date & time which is entered in
                                                                          the “Data” folder, which is above the “
                                                                                                                “Style” folder.


                                                                          Description: A description of the item. The
                                                                          description is entered in the “Data” folder.




   Description: & Grades: This is where the
   description, along with grades,
   classification, source type and reference
   can be entered.




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                                                           Note: This is optional and not necessary
                                                           when making a presentable link chart.




         Grades: Entered under the description
         and grade section of the “Data” folder.




                                                                  Grades: Shows the items grades, which include g    grade
                                                                  1 (A-E), grade 2 (1-5), and grade 3 (classification).
                                                                                      5),



                                                                  Label: The items label (or identity)

Label: Entered under the identity
section of the “Data” folder.




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                                                                  Note: This is optional and not necessary
                                                                  when making a presentable link chart.




                                                                Pin: connects items to theme lines (theme lines are
                                                                timelines. This is discussed in Annex III (page #).
                                                                                         sed


                                                                 Source Reference & Type: Shows the Items
                                                                 source/reference (can be either URL or document from
                                                                 drive). Source Type shows where the source came from
                                                                                                   e
                                                                 (Informant, intelligence, officer, witness, victim, etc…).
Source Reference & Type: can be entered
in the description and grades section of the
“Data” folder.




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Editing An Item’s Font




                         This font area operates much like Microsoft word would and is self explanatory.
                         The font changes font, font style changes style (bold, italics, etc…), size changes
                         font size, color changes font color and shading highlights the font.




                         Mercyhurst College Institute for Intelligence Studies
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OLE Objects
      OLE Objects are, for the most part, images. Videos can be added to the link chart through this object (Media Clip). There are
many ways to add images to i2. We will explore some of those ways.
                                e




                                                                                                                  OLE Objects


                                   As with the icons, simply click and drag any
                                   of these objects. It is n relevant which
                                                           not
                                   one is chosen The only difference is the
                                          chosen.
                                   label will be different (label can be changed
                                   or erased).




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                                            When the object is clicked and dragged onto the screen, this “insert object” box
                                            appears. From here a plethora of options are available. Only the key points will
                                            be discussed. Also, if an image is saved on the computer’s drive, the image may
                                                                    n
                                            be placed with the “create from file” feature.




Selecting this will allow the
analyst to upload their
images from the computer
or a flash drive.




                                         The results area of the “Insert
                                         Objects” box will show the results
                                         of each section.




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                                                Select “Bitmap Image.” A Microsoft paint window will come up.
                                                Images can be pasted in and with the editing tools of paint the
                                                picture can be formatted or simply left alone. Exit the paint
                                                window and the image will appear on i2. Images can also simply be
                                                                                         .
                                                drawn on Paint and brought to i2 by exiting the paint window.




Once the image is inserted into
word and formatted to the
analyst’s needs, simply exit the
paint window and the image
will appear on i2.




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                        Once the image is in it can be
                        edited just like any other item,
                        by double clicking on the object.




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The “create from file” selection
can be used to import images
from the computer’s (or
network) drive into i2.




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                                                   Select the desired image.




                                                                          Click OK and the
                                                                          image will appear
                                                                          on the i2 sheet.




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Finding High Resolution Images on Google Images




                                  Go To
                                  http://www.google.com/
                                  and click Images




                              Type in Key Word




                                                                                 Click Search Images




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Click Large. This will refine
your image search to only
large, high resolution
images.




                                                                               After clicking Large high
                                                                                              Large,
                                                                               resolution images will
                                                                               appear.




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                                                                                 Use these
                                                                                 Additional
                                                                                 options to
                                                                                 further refine
                                                                                 your search




                                                  Refer to next page for information
                                                  regarding theme colors.

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To find pictures to match
a certain color theme for
your report or link chart,
use this feature




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Copying and Pasting Images from online – The Easiest Way to Place Pictures From Online To i2
                                                                              m




                            Go online and find
                            desired picture, right
                            click on picture and
                                     picture,
                            select “copy
                                   “copy.”




                                                               Select “Edit” on the tool bar and
                                                               click “Paste Special…”




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   Simply select “OK”
                   Simply select “OK.”




   Commence editing
   picture as desired.




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Setting Images as Backgrounds
        Setting images (or any other i2 object) as a background can be very beneficial. Backgrounds can be set in order to prevent the
items from falling behind other items. For this exampl we will be using two maps, which will be set as backgrounds so icons and
                                                example,                                  h
links can be placed over them (geo-spacial layout; Pag 73).
                                    spacial          Page




                            Both pictures are currently not backgrounds a able
                                                                           and
                            to be moved. The first step will be to select both
                            images by holding Ctrl and clicking both images.



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             Click on View and select Make Background.
             The images are now a background and other
             objects are ready to be laid over the images.




Mercyhurst College Institute for Intelligence Studies
Example of Entities in Front of a Background                                                      P a g e | 45




                  Afghanistan                                            Pakistan




            The chart items remain over the background and will not fall to back if the picture
            where still an image instead of a background.




                                Mercyhurst College Institute for Intelligence Studies
To Change or Modify Background Images (Bring Background to Front)                  P a g e | 46




             Afghanistan                               Pakistan




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                                           Creating Links Between Items
Once chart items are established, links can be made between items to show relation, flow, or relevance.




                                                 Inserts corners
                                                 on already
                                                 established
                                                 links.
Creates link
between two            Changes link’s color
items.                 and name without
                       having to double click
                                      le
                       to open editing box.




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    Click, place
    crosshair over
    the item and
    click on the item.
    Click the second
    desired item.




Multiple links can be
established between
items. Furthermore,
the links can be edited
to show direction and
color and thickness
can be changed. The
      e
number of links can
be shown to reflect
the strength of the
relationship.

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                                                                                                                               Confirmed creates a smooth line,
      Changing Link Color, Size, Attitude, & Direction                                                                         unconfirmed creates a dashed
                                                                   To change color, select “color” under the                   line, and tentative creates a
                                                                   palette and a list of colors will appear.                   dotted line.




                                                                                                   Increases line thickness,
                                                                                                   ranges from 1-32.




                                                                                                                                            Changes links into
                                                                                                                                            arrows which
                                                                                                                                            shows direction.




If one wanted to change the top six links at once, start by holding down the “Ctrl” key and selecting the top six links. Double click one of the
                                                                                                                         Double
links and bring up the edit box, the select “Type” under the “style”, then “Links” folder. Here we can change the links width strength (dotted &
                                                                                                                          width,
dashed lines), color, and direction.


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Links showing all four described changes.




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                                               Utilizing Microsoft Word 2007 in i2
       Microsoft Word 2007 offers a plethora of visual features that allow for most, if not all shapes, nodes, arrows, titles, legen
                                                                                                                               legends,
etc…, to be made on word and placed on i2 as a background where other i2 objects can be layered over the backg
                                                                                                             background. Microsoft
excel charts can be utilized the same way as word graphics Below are a few examples of link charts that utilize Microsoft Word and
                                                  graphics.
Excel 2007.




                                *Note: i2 does not have the color orange for arrows or shape outline.

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        This chart illustrates how Microsoft smart art and excel graphs can be utilized to visually present information with features and
shapes that i2 does not offer. These features include thick, gradient arrows that bend smoothly. Smooth gradient arrows are more
aesthetically pleasing to the human eye. i2’s bend link feature tends to bend abruptly. The only parts of this chart that did not derive
                                            ’s                  tends
from Microsoft word are the information within the 10 circles surrounding the Salix node.




Template for i2 created using Microsoft Word 2007. Other
                                                                                The final i2 chart once the template was populated with
Microsoft word items where added separately to the chart
                                                                                the proper information using i2 chart items.
along with other excel chart items.



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                                     Vs.
Using Microsoft Word 2007’s smart chart and shape
features, this template was created and then turned to a JPG
                                                                       The image was set as a background (page 43) and the
                                                                       appropriate i2 objects were placed within the designated
                                                                       nodes and links were created. This creates an extremely
file via screen shot.
                                                                       visual chart with flowing, gradie colored arrows.
                                                                                                  gradient




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                            The three main features used to create templates to insert into
                            i2 are “Shapes”, “Smart Art”, and “Word Art.” Basic templates
                            can be created using strictly shapes. However, for more
                            advanced visual templates, “Smart Art” should be used. “Word
                                                         ,
                            Art” is used strictly for creating text that can bend. This enables
                            the bent text to be placed over a bent arrow.

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                     To insert a shape, click on the desired shape, and with the crosshair on the
                     sheet, create the desired proportions for the shape. In our example here we
                                                                       pe.
                     are using a rectangle. To add text into the rectangle, simply right click on the
                     rectangle and select “Edit Text.”




Mercyhurst College Institute for Intelligence Studies
P a g e | 57




                                                                                                               Select multiple
                                                                                                               shapes and use
                                                                                                               the align feature
                                                                                                               to perfectly align
                                                                                                               the shapes.




                                                                                                            The “bring to front”
                                                                                                            and “send to back”
                                                                                                            selections are very
                                                                                                            important in layering
                                                                                                            objects over one
                                                                                                            another. For
                                                                                                            example, this shape
                                                                                                            (the one you are
Fills the shape with the desired
                                                                                                            reading in) is in
color. Furthermore, the                     Changes the sha
                                                         shape’s
                                                                           Gives the shape a shadow. Also   “front” of the picture
shape’s color can be made                   border/outline color and
                                                                           note the 3-d effects on the
                                                                                       d                    behind it.
gradient. This can be used                  thickness. Can also make the
effectively with arrows.                                                   right of the shadow effects
                                            shape’s outline dashed.
                                                                           feature.



                                   Mercyhurst College Institute for Intelligence Studies
Note: The arrows on this page                                                                P a g e | 58
were made with Smart Art
                                                                       Example of Smart Art Graphics




                                Mercyhurst College Institute for Intelligence Studies
P a g e | 59




                                              Click the “Word Art” icon and choose the
                                              desired text type (a simple font is preferred).
          Click OK                            Once the font type is chosen, enter the
                                              desired text.




Mercyhurst College Institute for Intelligence Studies
P a g e | 60




       Drag
                                             Once the desired text is ent
                                                    he                entered, text wrap
                                             the text to be    in front of text and bend
                                             the word as needed to fit the grade of the
                                             curved shape or arrow.




Mercyhurst College Institute for Intelligence Studies
P a g e | 61




                      The word art is now over the arrow. The
                      analyst is ready to take a print screen, crop
                      the image in paint and copy and paste it into
                      i2.




Mercyhurst College Institute for Intelligence Studies
P a g e | 62




             Page Left Blank Intentionally




Mercyhurst College Institute for Intelligence Studies
P a g e | 63


                   Annex II




                   Layouts
Mercyhurst College Institute for Intelligence Studies
P a g e | 64




             Page Left Blank Intentionally




Mercyhurst College Institute for Intelligence Studies
P a g e | 65


                                            Written Intelligence vs. Visual Intelligence
        A link chart is a tool to visually convey information or intelligence to a decision maker (DM). Most DMs don’t want lenghty
                                         y                       intelligence
reports. Sometimes, DMs may not have time to read your report. A link chart offers the solution to this problem. A link chart
substitutes written information with visual information. Furthermor a link chart aids in visually mapping ideas, easily conveying
                                                          Furthermore,                                     ing
information and visually helping to close intelligence gaps. A link chart is a great tool because it takes large amounts of information
and visually and accurately depicts it onto one sheet. A link chart can also identify patterns in data that might be missed using other
                                           to
analytical approaches. Furthermore, the advanced charting techniques will reduce the time spent on analysis and deliver rich,
actionable intelligence.

        During the analysis process, analysts have several different analytical models at their disposal. Because one model does not
                                rocess,                                                                       ecause
work for every problem. The model that works best for a certain problem is the one the analyst should use. The same is true about
link charts. There are several different approaches to making a link chart. These approaches come in the form of different types of
                     re
layouts. The layout the analyst will use depend on the problem, the amount of space provided, and whether or not the analyst is
                                           depends
making the chart for presentation or analysis. If the analyst is making a chart with the intent to print it, then space becomes a factor. If
                  t
printing is not a factor, then the analyst does not have to take space into consideration. Note: Why space is a facor to take into
consideration is discused on page nine of this guidebook.




                                     From Written to Visual




                                  Mercyhurst College Institute for Intelligence Studies
P a g e | 66


                                                 How to Layout your Link Chart
       Depending on the problem, and possibly the amount of space, there are several ways to layout your link chart. These layouts
are described in detail throughout this section.

Basic Layout


        The Basic layout is the term used for the most rudimentary layout for a link chart. This approach simply populates the chart
with boxes that will be used to categorize information. Next, the relevant information can then be placed into the appropriate boxes in
                                                                                                             d
the link chart. After this, information in the chart can then be linked to one another in terms of their relevance This approach is good
                                                                                                         relevance.
for learning how to make a link chart, but is not the most effective method for analyzing information or intelligence. This is because
                                                                                  analyzing
the information is not layed out in an “objective orientated” manner; the information is scattered rather than targeted at an objective,
                                                                       ;
goal, or intelligence gap.




                                          Legend                Title




                                 Mercyhurst College Institute for Intelligence Studies
P a g e | 67




Mercyhurst College Institute for Intelligence Studies
             Example of a Basic Layout
P a g e | 68


                                                             Conclusion
              This guidebook is an attempt to summarize pertinent information from i2’s guide book and other additional sources. To
                                                                                        ’s
access the sources used to create this guidebook please follow the steps shown in the next few pages. For add
                                       guidebook,                                                           additional comments or
questions, please contact professor Mulligan or the authors. If students wish to see additional information added to this guidebook, or
                                       ulligan
notice any errors, please contact the authors.

              We sincerely enjoyed creating this guidebook. W
                                                            When we began creating this guidebook, we thought we had a healthy
                                                                                                   ,
understanding of how to use i2. By the time we were polishing up the end product, we were far more proficient in i2 than we ever
                               .
dreamed. Until Analyst Notebook 9 comes out, we hope this guideb
                                                            guidebook helps students so they can spend more time on analysis and
less time figuring out how to use i2 Analyst Notebook 8.




                James E. Gallagher




                Michael B. Gallagher




                                 Mercyhurst College Institute for Intelligence Studies
Sources                          P a g e | 69


Step 1
Click Start.




Step 2

Click All Programs.




                      Mercyhurst College Institute for Intelligence Studies
P a g e | 70


   Step 3
Click i2. Then Documentation.

From here, you can read the
four PDF files that make up i2’s
user guide. You can also watch
i2’s three Quick Start Videos.




                                   Mercyhurst College Institute for Intelligence Studies
P a g e | 71


    Step 4
Click on My Computer on the
desktop, and then click on dept
on 'Classified' (S), also known as
the shared drive.




                                     Mercyhurst College Institute for Intelligence Studies
P a g e | 72


    Step 5
Click on the Class Files
folder.




                           Mercyhurst College Institute for Intelligence Studies
P a g e | 73


    Step 6
Click on the i2 Training folder.




                                   Mercyhurst College Institute for Intelligence Studies
P a g e | 74


     Step 7
These folders contain handouts from
i2 workshops that Prof. Grabelski
attended. In addition, the folder on
the left has sample charts made by i2.




                                    Mercyhurst College Institute for Intelligence Studies
P a g e | 75
           Primary Contact Information




                 Daniel F. Mulligan
                      Instructor


            E: dmulligan@mercyhurst.edu




             http://www.mciis.org/




Mercyhurst College Institute for Intelligence Studies
P a g e | 76
             Secondary Contact Information




   James E. Gallaghe
            Gallagher             Michael B. Gallagher
       MCIIS Student                   MCIIS Student

E: jgallagher@visiwik.com     E: mgallagher@visiwik.com
E: jgalla79@mercyhurst.edu    E: mgalla22@mercyhurst.edu




              http://www.visiwik.com/




   Mercyhurst College Institute for Intelligence Studies
i2 Contact Information                        P a g e | 77




i2 USA Offices                       For General Inquiries
                                     E: info.americas@i2group.com
Eastern Region   Western Region      T: +1-703-921-0195
McLean, VA       Tucson, AZ          Toll free: 888-546-5242




                  http://www.i2group.com/




       Mercyhurst College Institute for Intelligence Studies
P a g e | 78




             Page Left Blank Intentionally




Mercyhurst College Institute for Intelligence Studies

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Gallaghers' i2 guidebook_abridged.

  • 1. Page |0 I2 Analyst Notebook viii Guidebook Guidebook A Visual Step by Step Guide of Introductory and Advanced Charting tep Introductory Techniques Mercyhurst College Institute for Intelligence Studies
  • 2. Page |1 Tasking To create a guidebook for Professor Mulligan that demonstrates basic and advanced charting techniques in i2 Analyst book Notebook 8. The guidebook is a summation of essential skills in i2’s Analyst Notebook 8 user guide. The purpose of this guidebook is to aid MCIIS students augment techniques taught in the Advanced Intelligence class. Annex I: Written By Michael B. Gallagher Annex II & III: Written By James E. Gallagher : Note This is a wonderful example of planting a seed and getting out of the way to allow smart people to exceed expectations. It began with out a short discussion in the lab (where the Gallagers were helping some students with i2). I mentioned their unique position to create a “short” tutorial to help students become familiar with i2 and alleviate numerous frustrations in creating a basic link chart. They iar graciously agreed to put some of their thoughts and tips together for future students. I never imagined they would take the project to its present level of detail. Despite busy schedules, they voluntarily spent numerous hours c ite creating an extremely detailed (click n (click-by- click screenshots) guidebook to walk a new i2 user through the process of creating a link chart. And then they created addit additional sections outlining advanced features and capabilities . The result is an invaluable resource for any i2 user (from beginners to advanced analysts). I am proud of their product and thankful for the opportunity to play a small part in it. On behalf of all who will benefit from their effort I wish to express sincere gratitude. Dan Mulligan Mercyhurst College Institute for Intelligence Studies
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Page |2 Table of Contents TASKING ................................................................................................ ................................................................................................................................ .............................................................................. 1 BACKGROUND ................................................................................................ ................................................................................................................................ ...................................................................... 4 ANNEX I: INTRODUCTORY AND BASIC TECHNIQUES ................................ ................................................................................................................................ .................................................................. 6 OPENING I2 ANALYST NOTEBOOK 8................................................................ ................................................................................................................................ .......................................................................... 8 PAGE AND PRINTER SETUP ................................................................ ................................................................................................................................................................ ...................................................... 9 SAVING ................................................................................................ ................................................................................................................................ ............................................................................. 12 WHAT YOUR LINK CHART SHOULD HAVE BEFORE YOU BEGIN ................................ ................................................................................................................................ ...................................................................... 13 COUNTRY STUDY LINK CHART GRADING RUBRIC ................................ ................................................................................................................................................................ ........................................................ 13 DIFFERENT CURSORS ................................................................ ................................................................................................................................................................ ............................................................ 15 OBJECTS AND LINKS ................................................................ ................................................................................................................................................................ ............................................................. 16 ENTITY REPRESENTATIONS................................................................ ................................................................................................................................................................ ..................................................... 18 MORE CHART ITEMS ................................................................ ................................................................................................................................................................ ............................................................ 19 MISCELLANEOUS TIPS................................................................ ................................................................................................................................................................ ........................................................... 20 USING THE EDIT BOX ................................................................ ................................................................................................................................................................ ........................................................... 22 EDITING AN ITEM’S TEXT................................................................ ................................................................................................................................ ............................................................................. 24 EDITING AN ITEM’S DESCRIPTION AND GRADE................................ ................................................................................................................................................................ ................................................. 25 EDITING AN ITEM’S TYPE (COLOR & SHADING) ................................ ................................................................................................................................................................ ............................................... 26 EDITING AN ITEM’S DISPLAY ................................................................ ................................................................................................................................ ........................................................................ 27 EDITING AN ITEM’S FONT ................................................................ ................................................................................................................................ ............................................................................ 30 OLE OBJECTS ................................................................................................ ................................................................................................................................ ..................................................................... 31 FINDING HIGH RESOLUTION IMAGES ON GOOGLE IMAGE ................................ ................................................................................................................................ ............................................................................ 37 COPYING AND PASTING IMAGES FROM ONLINE ................................ ................................................................................................................................................................ ......................................................... 41 SETTING IMAGES AS BACKGROUNDS................................................................ ................................................................................................................................ ........................................................................ 43 CREATING LINKS BETWEEN ITEMS ................................................................ ................................................................................................................................ ........................................................................... 47 CHANGING LINE COLOR, SIZE, ATTITUDE AND DIRECTION................................ ................................................................................................................................ ............................................................................ 49 UTILIZING MICROSOFT WORD 2007................................................................ ................................................................................................................................ ....................................................................... 51 ANNEX II: LAYOUTS ................................................................ ................................................................................................................................................................ .................................................. 63 Mercyhurst College Institute for Intelligence Studies
  • 4. Page |3 WRITTEN INTELLIGENCE VS. VISUAL INTELLIGENCE ................................ ................................................................................................................................................................ ..................................................... 65 HOW TO LAYOUT YOUR LINK CHART ................................................................ ................................................................................................................................ ....................................................................... 66 BASIC LAYOUT ................................................................................................ ................................................................................................................................ .................................................................... 66 CONCLUSION ................................................................................................ ................................................................................................................................ ...................................................................... 68 SOURCES ................................................................................................ ................................................................................................................................ ........................................................................... 69 PRIMARY CONTACT INFORMATION................................................................ ................................................................................................................................ .......................................................................... 75 SECONDARY CONTACT INFORMATION ................................................................ ................................................................................................................................ ...................................................................... 76 I2 CONTACT INFORMATION ................................................................ ................................................................................................................................................................ ................................................... 77 Mercyhurst College Institute for Intelligence Studies
  • 5. Page |4 Background This guidebook is an attempt to summarize essential skills in i2’s Analyst Notebook 925 page user guide The techniques in book uide. this guidebook are a small glimpse of what i2 Analyst Notebook 8 is capable of producing. A fledgling i2 user should not be bound to these steps when creating a presentable or analytical link chart. All of the steps in this handbook can be combined in several different ways. Steps from the Advanced Techniques Annex can be combined with steps from the Introductory Techniques Annex and vice ays. versa. Mercyhurst College Institute for Intelligence Studies 3928 Wayne Street Erie, PA 16546 http://www.mciis.org/ Mercyhurst College Institute for Intelligence Studies
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  • 7. Page |6 Annex I Introductory and Basic Techniques Mercyhurst College Institute for Intelligence Studies
  • 8. Page |7 Page Left Blank Intentionally Mercyhurst College Institute for Intelligence Studies
  • 9. Page |8 Opening i2 Analyst Notebook 8 Step 1 (1) Click Start (2) Then click All Programs (3) Then click i2. Next click i2 Analyst Notebook 8 (4) Finally, click i2 Analyst Notebook 8. 2 3 1 Mercyhurst College Institute for Intelligence Studies
  • 10. Page |9 Page and Printer Setup A crucial skill to making good link charts is using a given amount of space efficiently. The analyst must designate what is he important and set aside the required space for it. The mo difficult aspect of creating a link chart is to effective use the space to most o effectively create a visually aesthetic chart that is easy to follow while accurately portraying intelligence. Therefore, when preparing to create a link chart, it is recommended that the first step is to setup the page area. The reason for this is so the analyst identifies available workspace for the link chart. Note: setting up the page will also set up the correct printer destination. Step 1 1 (1) Click File in the upper right hand corner (2) Then click Page Setup 2 Mercyhurst College Institute for Intelligence Studies
  • 11. P a g e | 10 Step 2 Note: These steps are required for large (plotter size) link charts. The page setup box will appear. Click Printer Setup to select the proper printer. Step 3 Select Printer CLASSIFIED CLASSIFIEDMCIISPRO5. Mercyhurst College Institute for Intelligence Studies
  • 12. P a g e | 11 Step 4 Select paper size ANSI E and click OK. Step 5 The page border will appear and the analyst can begin populating the page space. Objects in here Mercyhurst College Institute for Intelligence Studies
  • 13. P a g e | 12 Saving WARNING: i2 often tends to freeze up, whic requires the analyst to close i2 and reboot it, losing any information that which was placed in i2 from the last saving point. Saving is an extremely important part of working with i2. Save constantly and correctly. . Click the symbol on the top left hand side, fill the appropriate information and save in the desired location. Save in at least three different locations. Mercyhurst College Institute for Intelligence Studies
  • 14. P a g e | 13 th The 7 central Node (The pink Administrative terrorism box) Title What Your Link Chart Should H Have Before You Begin Information provides a more target centric model. In this example, all aspects of Afghanistan are influenced by Al- Tasking Qaida and other terrorist organizations. Analytical Findings Link analysis of structure, function, and process Legend Mercyhurst College Institute for Intelligence Studies
  • 15. P a g e | 14 Country Study Link Chart Grading Rubric Mercyhurst College Institute for Intelligence Studies
  • 16. P a g e | 15 Different Cursors There are two cursor options within i2, and each serve a different purpose. Confusion in cursors can lead an analyst to believe , his or her chart is frozen, causing much unneeded frustration. Drag Chart: This cursor will drag the chart for viewing purposes. This is used for viewing the chart and will not change an object’s location or state. Select/Move: This cursor will select objects and move the objects as the analyst wishes. This is used for creating and editing charts. Mercyhurst College Institute for Intelligence Studies
  • 17. P a g e | 16 Objects and Links Once the page is setup, various objects (i.e. icons, pictures, boxes, circles, links, titles, legends, etc…) can be selected and arious placed onto the page. Furthermore, links can be established between objects to show relationships and relevance. inks Icons Step 1 Click the button on the top right hand corner to view icons. Mercyhurst College Institute for Intelligence Studies
  • 18. P a g e | 17 Step 2 Click on the desired icon and drag it onto the page. Note: The icons must be set to common (indicated by the add chart items box on right). Step 3 To select from more objects, click the on the top right. To find more objects click the search or click all entity types types. Mercyhurst College Institute for Intelligence Studies
  • 19. P a g e | 18 Entity Representations Representation Add Chart Items Task Bar Button Example ICON THEME LINE EVENT FRAME BOX CIRCLE TEXT BLOCK OLE OBJECT Piece of text LABEL Mercyhurst College Institute for Intelligence Studies
  • 20. P a g e | 19 More Chart Items Once the page is established, various objects (i.e. icons, pictures, boxes, circles, links, titles, legends, etc…) can be selected , and placed onto the page. Refer to the page numbers to learn more about the objects. Event Frame Circle Page 101 Icon OLE Object (Pictures) Page 31 Theme Line Box Text Block Page 100 Mercyhurst College Institute for Intelligence Studies
  • 21. P a g e | 20 Miscellaneous Tips Each item will have an identity (circled in red). To move the identity around the item, simply press and hold n the (ALT) key and click the identity and drag to the desired location. ick Hold and Drag Mercyhurst College Institute for Intelligence Studies
  • 22. P a g e | 21 To move multiple items together, click and highlight the items completely and the item identities will , item’s shade black. Simply click and drag one of the items which will in turn drag all the selected items along with it. turn Drag and release your cursor here. Place the cursor on a location outside the area Place the cursor on a highlighted area, left you want to click, and drag drag. encapsulate within the square. Left click and hold down to draw your square. Drag the cursor to the Drag other end of the Meeting 1 box. Lastly, release your cursor (The left click). Mercyhurst College Institute for Intelligence Studies
  • 23. P a g e | 22 Using the Edit Box All chart items can be edited by double clicking on the item or by right clicking and selecting “edit item properties Once the properties.” edit box comes up a plethora of options are available to the analyst. Edits can be made to the object’s color, size, font, text and more. thora text, Double Click Mercyhurst College Institute for Intelligence Studies
  • 24. P a g e | 23 Possible Entity Information (Displayed Below the Entity) Theme Line (Refer to Annex III) Refer Pin Label Available Fields Description Source Type Source Reference Grades Date & Time Mercyhurst College Institute for Intelligence Studies
  • 25. P a g e | 24 Editing An Item’s Text Edit an items Identity No two items can have the same identity. To overcome this, select this box and fill the desired item’s name in the box labeled “labels” Enter desired name for item after selecting the check box from above. Mercyhurst College Institute for Intelligence Studies
  • 26. P a g e | 25 Note: References are required Editing An Item’s Description & Grade Students should place their URL source under the REFERENCE box. If students have more than one URL source, place the main URL source in the Reference box, and paste the remaining URL sources under the DESCRIPTION box. The analyst can enter a description of the item and/or use this area for sourcing. Grades Source Where the item’s info came Grade A-E from (i.e. Informant, record, victim, witness, officer, etc…) Grade 1-5 Reference the item’s source. This can be done either by URL Classification (i.e. or reference document on drive. top secret, secret, unclassified, etc…) Mercyhurst College Institute for Intelligence Studies
  • 27. P a g e | 26 Editing An Item’s Type (Color, Size, Shading, & More) Select to change item’s size to desired proportions. Select pull down list to order Select color to desired items by type. By selecting shading for Item. This color the items color may be will shade an icon, changed. NOT a text box, box or a circle. Mercyhurst College Institute for Intelligence Studies
  • 28. P a g e | 27 Note: This is optional and not necessary when making a presentable link chart. Editing An Item’s Display If one wants to display information regarding the item below the icon, then this feature would be used. Displayed information includ ould includes date & time, description, grades, labels, pin, source reference and source type. Date & Time: Displays date & time which is entered in the “Data” folder above the “Style” folder. Date & Time: Displays date & time which is entered in the “Data” folder, which is above the “ “Style” folder. Description: A description of the item. The description is entered in the “Data” folder. Description: & Grades: This is where the description, along with grades, classification, source type and reference can be entered. Mercyhurst College Institute for Intelligence Studies
  • 29. P a g e | 28 Note: This is optional and not necessary when making a presentable link chart. Grades: Entered under the description and grade section of the “Data” folder. Grades: Shows the items grades, which include g grade 1 (A-E), grade 2 (1-5), and grade 3 (classification). 5), Label: The items label (or identity) Label: Entered under the identity section of the “Data” folder. Mercyhurst College Institute for Intelligence Studies
  • 30. P a g e | 29 Note: This is optional and not necessary when making a presentable link chart. Pin: connects items to theme lines (theme lines are timelines. This is discussed in Annex III (page #). sed Source Reference & Type: Shows the Items source/reference (can be either URL or document from drive). Source Type shows where the source came from e (Informant, intelligence, officer, witness, victim, etc…). Source Reference & Type: can be entered in the description and grades section of the “Data” folder. Mercyhurst College Institute for Intelligence Studies
  • 31. P a g e | 30 Editing An Item’s Font This font area operates much like Microsoft word would and is self explanatory. The font changes font, font style changes style (bold, italics, etc…), size changes font size, color changes font color and shading highlights the font. Mercyhurst College Institute for Intelligence Studies
  • 32. P a g e | 31 OLE Objects OLE Objects are, for the most part, images. Videos can be added to the link chart through this object (Media Clip). There are many ways to add images to i2. We will explore some of those ways. e OLE Objects As with the icons, simply click and drag any of these objects. It is n relevant which not one is chosen The only difference is the chosen. label will be different (label can be changed or erased). Mercyhurst College Institute for Intelligence Studies
  • 33. P a g e | 32 When the object is clicked and dragged onto the screen, this “insert object” box appears. From here a plethora of options are available. Only the key points will be discussed. Also, if an image is saved on the computer’s drive, the image may n be placed with the “create from file” feature. Selecting this will allow the analyst to upload their images from the computer or a flash drive. The results area of the “Insert Objects” box will show the results of each section. Mercyhurst College Institute for Intelligence Studies
  • 34. P a g e | 33 Select “Bitmap Image.” A Microsoft paint window will come up. Images can be pasted in and with the editing tools of paint the picture can be formatted or simply left alone. Exit the paint window and the image will appear on i2. Images can also simply be . drawn on Paint and brought to i2 by exiting the paint window. Once the image is inserted into word and formatted to the analyst’s needs, simply exit the paint window and the image will appear on i2. Mercyhurst College Institute for Intelligence Studies
  • 35. P a g e | 34 Once the image is in it can be edited just like any other item, by double clicking on the object. Mercyhurst College Institute for Intelligence Studies
  • 36. P a g e | 35 The “create from file” selection can be used to import images from the computer’s (or network) drive into i2. Mercyhurst College Institute for Intelligence Studies
  • 37. P a g e | 36 Select the desired image. Click OK and the image will appear on the i2 sheet. Mercyhurst College Institute for Intelligence Studies
  • 38. P a g e | 37 Finding High Resolution Images on Google Images Go To http://www.google.com/ and click Images Type in Key Word Click Search Images Mercyhurst College Institute for Intelligence Studies
  • 39. P a g e | 38 Click Large. This will refine your image search to only large, high resolution images. After clicking Large high Large, resolution images will appear. Mercyhurst College Institute for Intelligence Studies
  • 40. P a g e | 39 Use these Additional options to further refine your search Refer to next page for information regarding theme colors. Mercyhurst College Institute for Intelligence Studies
  • 41. P a g e | 40 To find pictures to match a certain color theme for your report or link chart, use this feature Mercyhurst College Institute for Intelligence Studies
  • 42. P a g e | 41 Copying and Pasting Images from online – The Easiest Way to Place Pictures From Online To i2 m Go online and find desired picture, right click on picture and picture, select “copy “copy.” Select “Edit” on the tool bar and click “Paste Special…” Mercyhurst College Institute for Intelligence Studies
  • 43. P a g e | 42 Simply select “OK” Simply select “OK.” Commence editing picture as desired. Mercyhurst College Institute for Intelligence Studies
  • 44. P a g e | 43 Setting Images as Backgrounds Setting images (or any other i2 object) as a background can be very beneficial. Backgrounds can be set in order to prevent the items from falling behind other items. For this exampl we will be using two maps, which will be set as backgrounds so icons and example, h links can be placed over them (geo-spacial layout; Pag 73). spacial Page Both pictures are currently not backgrounds a able and to be moved. The first step will be to select both images by holding Ctrl and clicking both images. Mercyhurst College Institute for Intelligence Studies
  • 45. P a g e | 44 Click on View and select Make Background. The images are now a background and other objects are ready to be laid over the images. Mercyhurst College Institute for Intelligence Studies
  • 46. Example of Entities in Front of a Background P a g e | 45 Afghanistan Pakistan The chart items remain over the background and will not fall to back if the picture where still an image instead of a background. Mercyhurst College Institute for Intelligence Studies
  • 47. To Change or Modify Background Images (Bring Background to Front) P a g e | 46 Afghanistan Pakistan Mercyhurst College Institute for Intelligence Studies
  • 48. P a g e | 47 Creating Links Between Items Once chart items are established, links can be made between items to show relation, flow, or relevance. Inserts corners on already established links. Creates link between two Changes link’s color items. and name without having to double click le to open editing box. Mercyhurst College Institute for Intelligence Studies
  • 49. P a g e | 48 Click, place crosshair over the item and click on the item. Click the second desired item. Multiple links can be established between items. Furthermore, the links can be edited to show direction and color and thickness can be changed. The e number of links can be shown to reflect the strength of the relationship. Mercyhurst College Institute for Intelligence Studies
  • 50. P a g e | 49 Confirmed creates a smooth line, Changing Link Color, Size, Attitude, & Direction unconfirmed creates a dashed To change color, select “color” under the line, and tentative creates a palette and a list of colors will appear. dotted line. Increases line thickness, ranges from 1-32. Changes links into arrows which shows direction. If one wanted to change the top six links at once, start by holding down the “Ctrl” key and selecting the top six links. Double click one of the Double links and bring up the edit box, the select “Type” under the “style”, then “Links” folder. Here we can change the links width strength (dotted & width, dashed lines), color, and direction. Mercyhurst College Institute for Intelligence Studies
  • 51. P a g e | 50 Links showing all four described changes. Mercyhurst College Institute for Intelligence Studies
  • 52. P a g e | 51 Utilizing Microsoft Word 2007 in i2 Microsoft Word 2007 offers a plethora of visual features that allow for most, if not all shapes, nodes, arrows, titles, legen legends, etc…, to be made on word and placed on i2 as a background where other i2 objects can be layered over the backg background. Microsoft excel charts can be utilized the same way as word graphics Below are a few examples of link charts that utilize Microsoft Word and graphics. Excel 2007. *Note: i2 does not have the color orange for arrows or shape outline. Mercyhurst College Institute for Intelligence Studies
  • 53. P a g e | 52 This chart illustrates how Microsoft smart art and excel graphs can be utilized to visually present information with features and shapes that i2 does not offer. These features include thick, gradient arrows that bend smoothly. Smooth gradient arrows are more aesthetically pleasing to the human eye. i2’s bend link feature tends to bend abruptly. The only parts of this chart that did not derive ’s tends from Microsoft word are the information within the 10 circles surrounding the Salix node. Template for i2 created using Microsoft Word 2007. Other The final i2 chart once the template was populated with Microsoft word items where added separately to the chart the proper information using i2 chart items. along with other excel chart items. Mercyhurst College Institute for Intelligence Studies
  • 54. P a g e | 53 Vs. Using Microsoft Word 2007’s smart chart and shape features, this template was created and then turned to a JPG The image was set as a background (page 43) and the appropriate i2 objects were placed within the designated nodes and links were created. This creates an extremely file via screen shot. visual chart with flowing, gradie colored arrows. gradient Mercyhurst College Institute for Intelligence Studies
  • 55. P a g e | 54 Mercyhurst College Institute for Intelligence Studies
  • 56. P a g e | 55 The three main features used to create templates to insert into i2 are “Shapes”, “Smart Art”, and “Word Art.” Basic templates can be created using strictly shapes. However, for more advanced visual templates, “Smart Art” should be used. “Word , Art” is used strictly for creating text that can bend. This enables the bent text to be placed over a bent arrow. Mercyhurst College Institute for Intelligence Studies
  • 57. P a g e | 56 To insert a shape, click on the desired shape, and with the crosshair on the sheet, create the desired proportions for the shape. In our example here we pe. are using a rectangle. To add text into the rectangle, simply right click on the rectangle and select “Edit Text.” Mercyhurst College Institute for Intelligence Studies
  • 58. P a g e | 57 Select multiple shapes and use the align feature to perfectly align the shapes. The “bring to front” and “send to back” selections are very important in layering objects over one another. For example, this shape (the one you are Fills the shape with the desired reading in) is in color. Furthermore, the Changes the sha shape’s Gives the shape a shadow. Also “front” of the picture shape’s color can be made border/outline color and note the 3-d effects on the d behind it. gradient. This can be used thickness. Can also make the effectively with arrows. right of the shadow effects shape’s outline dashed. feature. Mercyhurst College Institute for Intelligence Studies
  • 59. Note: The arrows on this page P a g e | 58 were made with Smart Art Example of Smart Art Graphics Mercyhurst College Institute for Intelligence Studies
  • 60. P a g e | 59 Click the “Word Art” icon and choose the desired text type (a simple font is preferred). Click OK Once the font type is chosen, enter the desired text. Mercyhurst College Institute for Intelligence Studies
  • 61. P a g e | 60 Drag Once the desired text is ent he entered, text wrap the text to be in front of text and bend the word as needed to fit the grade of the curved shape or arrow. Mercyhurst College Institute for Intelligence Studies
  • 62. P a g e | 61 The word art is now over the arrow. The analyst is ready to take a print screen, crop the image in paint and copy and paste it into i2. Mercyhurst College Institute for Intelligence Studies
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  • 64. P a g e | 63 Annex II Layouts Mercyhurst College Institute for Intelligence Studies
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  • 66. P a g e | 65 Written Intelligence vs. Visual Intelligence A link chart is a tool to visually convey information or intelligence to a decision maker (DM). Most DMs don’t want lenghty y intelligence reports. Sometimes, DMs may not have time to read your report. A link chart offers the solution to this problem. A link chart substitutes written information with visual information. Furthermor a link chart aids in visually mapping ideas, easily conveying Furthermore, ing information and visually helping to close intelligence gaps. A link chart is a great tool because it takes large amounts of information and visually and accurately depicts it onto one sheet. A link chart can also identify patterns in data that might be missed using other to analytical approaches. Furthermore, the advanced charting techniques will reduce the time spent on analysis and deliver rich, actionable intelligence. During the analysis process, analysts have several different analytical models at their disposal. Because one model does not rocess, ecause work for every problem. The model that works best for a certain problem is the one the analyst should use. The same is true about link charts. There are several different approaches to making a link chart. These approaches come in the form of different types of re layouts. The layout the analyst will use depend on the problem, the amount of space provided, and whether or not the analyst is depends making the chart for presentation or analysis. If the analyst is making a chart with the intent to print it, then space becomes a factor. If t printing is not a factor, then the analyst does not have to take space into consideration. Note: Why space is a facor to take into consideration is discused on page nine of this guidebook. From Written to Visual Mercyhurst College Institute for Intelligence Studies
  • 67. P a g e | 66 How to Layout your Link Chart Depending on the problem, and possibly the amount of space, there are several ways to layout your link chart. These layouts are described in detail throughout this section. Basic Layout The Basic layout is the term used for the most rudimentary layout for a link chart. This approach simply populates the chart with boxes that will be used to categorize information. Next, the relevant information can then be placed into the appropriate boxes in d the link chart. After this, information in the chart can then be linked to one another in terms of their relevance This approach is good relevance. for learning how to make a link chart, but is not the most effective method for analyzing information or intelligence. This is because analyzing the information is not layed out in an “objective orientated” manner; the information is scattered rather than targeted at an objective, ; goal, or intelligence gap. Legend Title Mercyhurst College Institute for Intelligence Studies
  • 68. P a g e | 67 Mercyhurst College Institute for Intelligence Studies Example of a Basic Layout
  • 69. P a g e | 68 Conclusion This guidebook is an attempt to summarize pertinent information from i2’s guide book and other additional sources. To ’s access the sources used to create this guidebook please follow the steps shown in the next few pages. For add guidebook, additional comments or questions, please contact professor Mulligan or the authors. If students wish to see additional information added to this guidebook, or ulligan notice any errors, please contact the authors. We sincerely enjoyed creating this guidebook. W When we began creating this guidebook, we thought we had a healthy , understanding of how to use i2. By the time we were polishing up the end product, we were far more proficient in i2 than we ever . dreamed. Until Analyst Notebook 9 comes out, we hope this guideb guidebook helps students so they can spend more time on analysis and less time figuring out how to use i2 Analyst Notebook 8. James E. Gallagher Michael B. Gallagher Mercyhurst College Institute for Intelligence Studies
  • 70. Sources P a g e | 69 Step 1 Click Start. Step 2 Click All Programs. Mercyhurst College Institute for Intelligence Studies
  • 71. P a g e | 70 Step 3 Click i2. Then Documentation. From here, you can read the four PDF files that make up i2’s user guide. You can also watch i2’s three Quick Start Videos. Mercyhurst College Institute for Intelligence Studies
  • 72. P a g e | 71 Step 4 Click on My Computer on the desktop, and then click on dept on 'Classified' (S), also known as the shared drive. Mercyhurst College Institute for Intelligence Studies
  • 73. P a g e | 72 Step 5 Click on the Class Files folder. Mercyhurst College Institute for Intelligence Studies
  • 74. P a g e | 73 Step 6 Click on the i2 Training folder. Mercyhurst College Institute for Intelligence Studies
  • 75. P a g e | 74 Step 7 These folders contain handouts from i2 workshops that Prof. Grabelski attended. In addition, the folder on the left has sample charts made by i2. Mercyhurst College Institute for Intelligence Studies
  • 76. P a g e | 75 Primary Contact Information Daniel F. Mulligan Instructor E: dmulligan@mercyhurst.edu http://www.mciis.org/ Mercyhurst College Institute for Intelligence Studies
  • 77. P a g e | 76 Secondary Contact Information James E. Gallaghe Gallagher Michael B. Gallagher MCIIS Student MCIIS Student E: jgallagher@visiwik.com E: mgallagher@visiwik.com E: jgalla79@mercyhurst.edu E: mgalla22@mercyhurst.edu http://www.visiwik.com/ Mercyhurst College Institute for Intelligence Studies
  • 78. i2 Contact Information P a g e | 77 i2 USA Offices For General Inquiries E: info.americas@i2group.com Eastern Region Western Region T: +1-703-921-0195 McLean, VA Tucson, AZ Toll free: 888-546-5242 http://www.i2group.com/ Mercyhurst College Institute for Intelligence Studies
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