Impulse: Using Knowledge Visualization in Business Process
Oriented Knowledge Infrastructures
Remo Aslak Burkhard
(University of St.Gallen, Switzerland
remo.burkhard@unisg.ch)
Abstract: This article aims to stimulate research on business
process oriented knowledge infrastructures by pointing to the power of
visualizations. It claims that business process oriented knowledge infrastructure
research is stuck and therefore needs to reinvent and revitalize itself
with new impulses. One such stimulus is the use of visualization techniques
in business process oriented knowledge infrastructures, with the aim to
improve knowledge transfer, knowledge communication, and knowledge creation.
First, this article presents an overview on related visualization research.
Second, it proposes the Knowledge Visualization Framework as a theoretical
backbone where business process oriented knowledge infrastructure research
can anchor itself. The framework points to the key questions that need
to be answered when visual methods are used in business process oriented
knowledge infrastructures. Finally, the article compares the Tube Map Visualization
with the Gantt Chart, and proves that the new format excels the traditional
approach in regards to various tasks. The findings from the evaluation
of 44 interviews indicates that the Project Tube Map is more effective
for (1) drawing attention and keeping interest, (2) presenting overview
and detail, (3) visualizing who is collaborating with whom, (4) motivating
people to participate in the project, and (5) increasing recall. The results
presented in this paper are important for researchers and practitioners
in the fields of Knowledge Management, Knowledge Visualization, Project
Management, and Visual Communication Sciences.
Keywords: Knowledge Visualization, Business Process Oriented
Knowledge Infrastructures, Knowledge Visualization in Projects, Tube Map
Visualization
Categories: H.5.2, H.5.3
1 Introduction
The fact that information is available does not automatically mean that
it is also used, shared, or understood. Therefore the effective transfer
of knowledge is becoming a key-challenge in today's organizations. And
it is also a key in business process oriented knowledge infrastructures.
For a successful knowledge transfer different questions need to be answered:
Who is the audience? What are the cultural, functional, or educational
backgrounds of the recipients? Why is the information relevant to the individual
recipients? Is the audience interested in an overview or in details? What
are strategies to overcome the limited capacities of the listeners, such
as limited time, attention, or mental capacity? Such and other questions
are investigated in Knowledge Visualization.
Today, in business process oriented knowledge infrastructures the amount
of information is growing rapidly. It results in various problems, such
as information overload, increased complexity, and multiple involved stakeholders:
While the amount of information is increasing, the general quality of the
provided information is decreasing [Eppler 2003b].
At the same time, the contents are becoming more complex, abstract,
and interrelated. And these more complex contents need to be transferred
to different stakeholders with varying backgrounds and needs. In general,
individuals can only understand something, if they can connect it to something
they already know. Therefore knowing and addressing the individual contexts
is a key success factor.
Today in business process oriented knowledge infrastructures mainly
text and numbers are used. Rarely visual formats. And if, then only a very
limited set of visualization techniques are being used, such as business
diagrams, clip arts, or programs such as Microsoft Power Point, Excel or
Visio.
On the other hand there exist endless visualization techniques, research
fields, and creative individuals who constantly contribute new visual approaches.
However, often the proposed techniques are not linked to an actual problem
in organizations. That's why a lot of excellent ideas do no find their
way into organizations.
Bridging this gap is one goal of the young field Knowledge Visualization.
Knowledge Visualization concentrates on the fruitful use of visualization
techniques in knowledge-intense processes, where knowledge has to be re-constructed
by each individual. Knowledge Visualization is mediating, thus identifies,
couples and integrates isolated research fields, and is solution oriented,
thus aims to link the most promising visualization techniques to specific
problems. The message of this publication is that linking business process
oriented knowledge infrastructure research more strongly to knowledge visualization
will stimulate research in business process oriented knowledge infrastructures
and lead to new approaches. But getting an overview in the visualization
research is time consuming and complex. That's why this article aims to
present a condensed overview with importance to business process oriented
knowledge infrastructure research.
Next, benefits of visual representations are discussed.
2 Benefits of Visualizations
This section will briefly discuss benefits of visual representations.
Visual representations help for various functions: (1) to address emotions,
(2) to illustrate relations, (3) to discover trends, patterns, or outliers,
(4) to get and keep the attention of recipients, (5) to support remembrance
and recall, (6) to present both overview and detail, (7) to facilitate
learning, (8) to coordinate individuals, (9) to motivate people and to
establish a mutual story, or (10) to energize people and initiate actions.
Several studies have proven the power of visualizations with regards
to these functions. Examples: (1) [Miller 1956] reports
that a human's input channel capacity is greater when visual abilities
are used. (2) Our brain has a strong ability to identify patterns, which
is examined in Gestalt psychology [Koffka 1935; Ellis
1938]. (3) Visual imagery [Kosslyn 1980; Shepard
and Cooper 1982] suggest that visual recall seems to be better than
verbal recall. It is clear that humans have a natural ability to use images,
but it is not yet clear how images are stored and recalled. (4) Several
empirical studies show that visual representations are superior to verbal-sequential
representations in different tasks [Larkin and Simon 1987;
Glenberg and Langston 1992; Bauer
and Johnson-Laird 1993; Novick 2001].
(5) Instructional psychology and media didactics investigate the learning
outcome in knowledge acquisition from text and picture [Mandl
and Levin 1989], or [Weidenmann 1989] explores
aspects of illustrations in the learning process. A lot of further references
can be found in [Burkhard 2005a]. But the question
is: What is relevant to business oriented knowledge infrastructures? This
will be discussed next?
3 An Overview on Visualization Domains with Importance to Business
Process Oriented Knowledge Infrastructures
Visualization Sciences are highly interdisciplinary and fragmented.
[Sachs-Hombach 2005] presents a valuable introduction
to the different fields. This section extends this overview and introduces
few fields with high relevance to business process oriented knowledge infrastructure
research.
3.1 Information Design
Information design is the art and science of preparing information so
that information is comprehensible, rapidly, and accurately retrievable,
and easy to translate into actions. A major proponent is Tufte who examines
how information can be presented in a way that is concise, compact, adequate,
and easy to understand [Tufte 1983; 1990;
1997]. In France, Bertin published the 'Semiologie
Graphique' [Bertin 1967], wherein he organized
the visual and perceptual elements of graphics according to the features
and relations in data as discussed above. Horn investigates visual communication,
visual argumentation mapping, and visual cognitive maps, for example to
aid the policy making process [Horn 1998].
The difference between information design and information visualization,
which will be introduced later, is that information visualization concentrates
on computer-supported techniques whereas information design creates mainly
static visual formats, such as maps, posters, and signs.
3.2 Information Architecture
Information architecture as discussed in [Wurman 1996]
is related to information design. However, the same term is used by architects
with computer skills [Schmitt 1999; Engeli
2001]. These proponents concentrate more on structural rather than
presentational issues. In contrast to Wurman they see information as a
virtual material that allows to create virtual spaces [Schmitt
1999; Engeli 2001]. The results are interactive
and digital structures, which allow to visualize and explore information
in new ways.
One example for such a virtual architecture or information architecture
is the 3D trade floor visualization project by Asymptote Architecture [Moltenbrey
1999]. The project created an information space whereupon an abstract
representation of the trading floors of the New York Stock Exchange was
mapped with real time data streams, stock tickers, real-time CNN, three
dimensional index charts, and a complex system to supervise technical and
business alerts. For the presentation of the application a customized structure
consisting of around fifty flat screens and an architecture was constructed.
Asymptote Architecture realized what is discussed today: the extension
of the rectangular computer screens to novel formats that are embedded
in the architecture.
3.3 Information Art
Various experimental applications, mainly enabled through innovative
experiments, are coming from media institutes or multimedia design studios.
Regularly they present interesting approaches that break with the traditional
user interface. The domain is sometimes refered to as information art,
generative art, or info aesthetics [Manovich 2001;
Manovich 2004]. Such artists use the computer as
a tool to generate experimental artistic objects. They combine graphic
design, interface design, and programming. Such information artists focus
on structures, deal with aesthetic and emotional qualities, and demonstrate
possibilities of digital visual communication design.
Visiting some currently interesting sites gives a better
understanding of this field: examples for websites from artists are
Yugo Nakamura (www.yugop.com), Lia
(www.dextro.org), Caseya Reas (www.groupc.net), Lisa Jevbratt (www.jevbratt.com), Shonerwisson (www.sw.ofcd.com), Jared Tarbell (www.levitated.net). Examples for websites
from exhibitions are Documenta X (http://www.documenta12.de/ archiv/dx/) or
Abstraction Now (www.abstraction-now.at).
3.4 Information Visualization
Information visualization [Card et al. 1999;
Chen 1999a; Spence 2000;
Ware 2000] investigates the use of interactive
computer-based methods for the analysis and exploration of large
amounts of data using our innate abilities to effectively process
visual representations. An established definition describes
information visualization as "... the use of computer-supported,
interactive, visual representations of abstract data to amplify
cognition" [Card et al. 1999].
In the late 1980's when computers became affordable and powerful enough
to support interactive graphics, researchers started to use computers for
scientific simulations or the automation of workflows and business processes.
Both resulted in large databases of abstract data. As a first reaction,
the computing discipline Scientific Visualization arose in 1987. Scientific
visualization was the basis and starting point for the new field information
visualization which also has roots in statistical graphics and user
interface design. In contrast to scientific visualization, the focus here
are abstract data which lack natural representations (i.e., financial data,
genomic data, transaction data).
Information visualization builds on theories in information design,
computer graphics, human-computer interaction, and cognitive science. The
results are new computer-applications which allow to interactively explore
abstract data with visual methods, ideally in the sequence discussed by
Shneiderman's Visual Information Seeking Mantra [Shneiderman
1996]): "overview first, zoom-in and filter, then show details
on demand". Information visualization applications allow users
to visually explore data in real-time and to discover patterns (e.g., trends,
clusters, gaps, or outliers) concerning individual items or groups of items
with the overall goal to derive new insights.
Examples for information visualization applications are: Tree Maps [Johnson
and Shneiderman 1991; Shneiderman 1992], Cone
Trees [Robertson and Mackinlay 1991], Table Lenses
[Rao and Card 1994], or Hyperbolic 3D [Munzner
1998]. Throughout the years various new innovative applications were
developed, such as [Brodbeck et al. 1997; Brodbeck
and Girardin 2003a; Brodbeck and Girardin 2003b]
or [Vande Moere 2002; 2004].
3.5 Knowledge Visualization
Knowledge Visualization examines the use of visual representations to
improve the transfer and creation of knowledge between at least two persons
[Burkhard and Meier 2004]. Knowledge Visualization
thus designates all graphic means that can be used to construct and convey
insight [Eppler and Burkhard 2005].
Knowledge Visualization stresses one key process which is important
in a knowledge oriented culture: The transfer of knowledge. In contrast
to information, which is explicit, knowledge has to be re-constructed by
each individual. This process happens through communication and interaction
with explicit information - verbal or visual. In contrast to information
visualization, Knowledge Visualization concentrates mainly on (1) the recipients
(i.e., customizing the visual formats to the needs and backgrounds of the
different stakeholders), (2) on other knowledge types than explicit information
(i.e., distinguishing different types of knowledge, such as "know-why"
or "know-how"), and (3) on the process of communicating this
knowledge by use of one or more visualization method from information design,
information architecture, information art, information visualization, or
other fields.
While the previous fields concentrated mainly on developing new visualization
techniques Knowledge Visualization primarily aims to structure and link
existing visualization techniques to relevant and predominant problems.
To do so, knowledge visualization researchers firstly collect and structure
the existing visualization techniques, secondly identify and systemize
keyproblems in knowledge-intense processes, and thirdly try to link the
most promising visualization techniques to the individual problems. Only
if no method seems promising, the knowledge visualization researchers invent
a new and customized method to solve the problem. Knowledge Visualization
is thus highly mediating and solution-oriented and bridges the gap between
proposed ideas and real-world needs.
4 Knowledge Visualization Framework
Visual representations are powerful and have manifold functions, that
can be exploited. However, if a non-expert is looking for a new visualization
technique to overcome the limitation of a certain visualization type, it
is difficult to know where to start the search. The Knowledge Visualization
Framework therefore presented a theoretical framework that points to four
key perspectives and key elements that need to be considered. The framework
is based on the analysis of how architects use complementary visualizations
to create and transfer knowledge [Burkhard 2004b;
Burkhard 2004c; Burkhard 2005a].
Why learning from architects? Because architects have been for centuries
experts in using complementary visualization techniques with the goal to
visualize and effectively communicate knowledge to different stakeholders,
or in other words interfunctional knowledge transfer, which is a
predominant problem in todays' organizations.
For an effective transfer of knowledge through visualizations, four
perspectives should be considered. They are based on four questions: (1)
What's the goal of using a visualization method? (2) What type of knowledge
needs to be visualized? (3) Who is being addressed? (4) What is the most
promising combination of visualization methods? Answers to these questions
lead to the Knowledge Visualization Framework, that is described in [Burkhard
2005b; Burkhard 2005a; Eppler
and Burkhard 2005] and illustrated in Figure 1.
/Issue_0_2/burkhard/images/fig1.png)
Figure 1: The Knowledge Visualization Framework consists
of four perspectives that need to be considered when creating visualizations
that aim to transfer knowledge
The Function Type Perspective distinguishes functions of visual
representations based on research in visual perception and neuroscience
[Koffka 1935; Farah 2000; Ware
2000]. Six functions with social, emotional, and cognitive functions
are summarized in the CARMEN-Acronym [Eppler and Burkhard
2005]: (1) Coordination: Visual representations help to coordinate
individuals in the communication process. (2) Attention: They allow
to get the attention by addressing emotions, to keep the attention, and
to identify patterns, outliers, and trends. (3) Recall: They improve
memorability, remembrance, and recall. (4) Motivation: They inspire,
motivate, energize, and activate viewers. (5) Elaboration: They
foster the elaboration of knowledge in teams. (6) New Insights:
They support the creation of new insights by embedding details in context,
showing relationships between objects, or lead to a-ha effects.
The Knowledge Type Perspective aims to identify the type of knowledge
that needs to be transferred. Five types of knowledge that are grounded
in the knowledge management literature [Alavi and Leidner
2001] are differentiated: Know-what (Declarative knowledge,
as facts), Know-how (procedural knowledge, as knowing how things
are done), Know-why (experimental knowledge, as knowing why things
occur which captures underlying cause-and-effect relationships and accommodates
exceptions, adaptations, and unforeseen events), Know-where (orientational
knowledge as knowing where information can be found), Know-who (individual
knowledge as knowing an expert).
The Recipient Type Perspective aims to identify the target group
and the context of the recipient. The recipient can be an individual, a
team, an organization (one culture), or a network of subjects (different
cultures).
Knowing the context and the educational, emotional, and cultural background
of the recipient/audience is essential for finding the right visualization
method for the transfer of knowledge. From a business perspective, graphic
design and information design do not focus enough on the recipient type
perspective.
The Visualization Type Perspective structures the visualization
methods into seven main groups that are derived from the practice of architects
[Burkhard 2004b; Burkhard 2004a],
namely Sketches, Diagrams, Images, Maps, Objects,
Interactive Visualizations, Stories. The seven types are
discussed in the next section.
5 The Visualization Type Perspective
The seven visualization types have been introduced and have been discussed
in detail in previous contributions [Burkhard 2004b;
Burkhard 2005a; Eppler and Burkhard
2005]. This section only presents a condensed introduction.
5.1 Sketches
Sketches represent the main idea, are atmospheric, and help to quickly
visualize an idea. They present the key features, support reasoning and
arguing, and allow room for own interpretations.
5.2 Diagrams
Diagrams are abstract, schematic representations used to explore structural
relationships among parts by denoting functional relationship. Diagrams
explain causal relationships, reduce the complexity to the key issues,
structure and display relationships.
5.3 Images
Images are impressive, expressive, or represent reality. They catch
the attention, inspire, address emotions, improve recall, and initiate
discussions. Images are instant and rapid, instructive, and facilitate
learning. Images can be used to depict metaphors. Visual metaphors support
recall, lead to a-ha effects, support reasoning and communication, are
instructive and facilitate learning. The use of visual metaphors is effective
for the transfer of knowledge [Nonaka 1991]. Visual
metaphors support remembrance, lead to a-ha effects, and support reasoning
and communication. [Eppler 2003a; Eppler
2004] discusses the potential of visual metaphors, and shows that in
social sciences and philosophy various authors have proven that metaphors
are an ancient and powerful tool to transfer insights.
5.4 Maps
Maps use cartographic conventions to visually reference knowledge. A
map generally consists of two elements: a ground layer that represents
the context (e.g. a network, a project, a city) and individual elements
that represent details (e.g. experts, project milestones, streets). Maps
illustrate both an overview and detail, and interrelationships among these
details. Various researchers investigate in Maps, e.g. [Bertin
1967; Tufte 1990; Peterson 1995;
Horn 1998; Eppler 2002; Burkhard
et al. 2005a].
Maps can be used to map information as done in geographic or thematic
maps. The benefits are discussed in the above references. But maps can
additionally serve for further purposes, e.g. communication and learning
purposes, such as: (1) To form or assess a person's cognitive map, (2)
to brainstorm or summarizing contents, (3) for sense making by illustrating
and overview and details, (4) for structuring information resources, (5)
as visual interface to digital information repositories or multimedia databases,
(6) for a mutual understanding of complex business information, (7) as
cognitive aid for individual learning situations by enhancing memory, (8)
for communicating complex ideas and other purposes. In the context of knowledge
management maps are often called Knowledge Maps [Eppler
2002]. Various types can be distinguished [Burkhard
et al. 2005b]: (1) Heuristic Maps, such as group sketches in
workshops, (2) Diagrammatic Maps, such as Strategy Maps [Kaplan
and Norton 2000], (3) Metaphoric Maps, such as the Project Tube
Maps [Burkhard and Meier 2004], (4) Geographic
Maps and geographic information systems (GIS), (5) Three-dimensional
Maps, such as tin figures for the mapping of troops in the war in earlier
days, (6) Interactive Maps, such as interactive cartography [Peterson
1995], or (7) Mental Maps such as the different mental maps
of a city [Lynch 1960].
Two additional important mapping types are Concept Maps and Knowledge
Domain Structures. Concept Maps [Novak 1980;
Novak and Gowin 1984] illustrate items with geometric
shapes and connecting lines that are tagged with descriptions of the relationship
(e.g., "is-a", "part of", "related-to"-relationship).
Another important subtype of maps are Knowledge Domain Structures
[Chen 1998; Chen 1999b; Chen
2000; Chen 2003], that focus in representing
the dynamics of scientific frontiers and new ways of accessing knowledge
sources (such as authors, institutions, papers, journals, etc.) by visualizing
linkages, relationships, and structures of scientific domains.
5.5 Objects
Objects exploit the third dimension and are haptic. They help to attract
recipients, support learning through constant presence, and allow integrating
digital interfaces. Objects in space are helpful for example for information
points, knowledge fairs, or exhibitions. This type is very powerfully used
in architecture or in exhibitions (think of the dinosaurs in a science
museum), but rarely in business contexts. With new technologies, where
one can print physical threedimensional objects1,
this might change in the near future, when companies use threedimensional
visualizations, e.g., to visualize a prototype of a new product or even
a physical model of threedimensional bar diagrams.
5.6 Interactive Visualization
Interactive Visualizations allow to access, explore, and make sense
of different types of digital information. Interactive visualizations help
to fascinate people, enable interactive collaborations across time and
space and allow to represent and explore complex data, or to create new
insights.
1For example: http://www.3dprint.ch
Another type of interactive visualizations are visually enhanced result
sets or search result visualizations. Here search algorithms are combined
with visual clues, such as highlighted keywords in texts or relevance ranking
bars. Examples for such systems are Envision [Fox
et al. 1993; Fox et al. 2002] or Gridvis [Weiss-Lijn
et al. 2001]. An overview of such systems is presented by [Nowell
et al. 1996; Börner and Chen 2002].
5.7 Stories and Mental Images
Stories and mental images are imaginary (non-physical) visualizations
that are efficient in disseminating knowledge across time and space. The
use of stories allows to transport an illustrative mental image by using
spoken or written language. Stories help to establish a shared vision,
which can motivate and activate individuals. A variety of books discuss
the art of storytelling for the transfer of knowledge [Baker
and Greene 1977]. [Snowden 2000] investigates
the role of storytelling in business knowledge management at IBM. Similarly,
a variety of books discuss storytelling in the context of business knowledge
management [Kleiner and Roth 1998; Schnalzer
and Thier 2002]. Finally, [Loebbert 2003] points
to the management of stories in organizations.
This section presented an overview on seven groups of visualizations
that can help also for business process oriented knowledge infrastructures.
6 Comparative Study: Project Tube Map versus Gantt Chart
This section presents a case study and evaluation of a visualization
used in an education centre for health care professions, where a quality
development process needed to be established. Traditional Gantt Charts
did not manage to get the attention, to present an overview and to motivate
the employees. That's why the management team was looking for a new visualization
type. The Knowledge Visualization Framework allowed to quickly define the
goals of the visualization: It should be a Knowledge Map and the
concentrates on the functions attention, motivation and coordination.
Based on these thoughts a customized solution, the Tube Map Visualization,
was developed. The Tube Map Visualization2
was introduced and discussed in [Burkhard and Meier
2004; Burkhard and Meier 2005]. Further a
software algorithm for Tube Maps was developed [Stott
et al. 2005].
In this section the Gantt Chart and the Tube Map Visualization Type
are compared in a second evaluation.
6.1 Situation
In long-term projects where different individuals are involved effective
communication becomes an important success factor. It can result in higher
motivation, in better co-operation, and in higher productivity. Communication
in projects today mainly happens verbally or with text. One exception is
the Gantt Chart Figure 2 a well known visualization
method in today's project management.
2The Tube Map Visualization
has been invented and developed by vasp datatecture GmbH, www.vasp.ch
/Issue_0_2/burkhard/images/fig2.png)
Figure 2: A Gantt Chart (68x38cm) illustrates tasks and task
duration with bars that are aligned to a timeline and followed by the involved
groups per task. The tasks are listed on the left hand side.
For the planning and controlling of projects Gantt Charts are effective.
But, to address various individuals Gantt Charts are not the best means;
especially if the individuals have different cultural, educational, or
functional backgrounds. The hypothesis was that Gantt Charts (1) are not
effective at attracting, fascinating, or motivating project members, and
accordingly do not initiate discussions, (2) they are poor at illustrating
inter-relationships among the involved project members and therefore do
not present the 'big picture', and (3) they hardly support recall and are
difficult to remember.
The Project Tube Map [Burkhard and Meier 2004]
has been developed to overcome the limitations of the Gantt Chart. The
Project Tube Map Figure 3 uses the metaphor of a tube
system for knowledge communication, where the tube lines represent project
groups and the tube stations project tasks. The task stations are further
tagged with detailed descriptions, such as dates and instructions. The
whole map is aligned to a timeline that runs from the left to the right
and is illustrated through bars at the bottom of the visualization.
/Issue_0_2/burkhard/images/fig3.png)
Figure 3: Full screenshot and zoom-in of the Project Tube
Map (1.2x2.4m)
A previous evaluation [Burkhard and Meier 2004]
indicates that the Project Tube Map has several advantages: It attracts
and motivates individuals, illustrates overview and detail (because it
integrates detailed descriptions of the milestones as stations), establishes
a mutual story, and leads to discussions. These promising results were
the motivation to investigate the differences between the Gantt Chart and
the Project Tube Map in a second evaluation, which is presented next.
6.2 Hypotheses
In this comparative study five assumptions are tested:
- Attraction: People think the Project Tube Map is more attractive
and catches more attention than the Gantt Chart.
- Overview+Detail: The Project Tube Map is more effective in illustrating
the 'big picture' of the project.
- Discussion: The Project Tube Map initiates more discussions
on the project than the Gantt Chart.
- Motivation: The Project Tube Map motivates individuals more
to participate in the project than the Gantt Chart.
- Recall: The Project Tube Map sticks better in the recipient's
memory than the Gantt Chart.
6.3 Target Group
The target group of this study consisted of a mixed group of 44 individuals
with three different backgrounds: Project managers, students, and employees
from large organizations that worked in long-term projects. The target
group represented a mixed group as they typically appear in large projects
in larger organizations. 34 percent of the population were female, 66 percent
male. The average age was 31 years. 68 percent of the test persons have
a university degree.
6.4 Procedure
With Adobe Illustrator CS two posters were designed [Fig.
2 and 3], which contain the same amount of information
with one exception: The Project Tube Map has additional graphic symbols.
Both posters are printed in the size of 68cm by 38cm. The population has
been divided in two equal groups. One group started the procedure with
the Project Tube Map, and the other with the Gantt Chart. In this procedure
each participant was first asked to explore the visualization as long as
he or she is interested in it. During this process, it was asked to think
aloud and to point with the finger to items that catch the attention. The
time was measured for this first part. Then, the recipient was asked to
complete the first part of a paper based questionnaire. Next, the other
format (Project Tube Map or Gantt Chart) was presented to the participant.
It was again asked to brainstorm aloud while exploring and comparing the
two formats. Comments were noted and again the time was measured. Finally,
the participants were asked to fill in the second part of the paper based
questionnaire. Roughly half of the participants were contacted two weeks
later either with a telephone or face-to-face interview for measuring recall.
It needs to be stressed that the inventors of the Tubemap Visualization
[Burkhard and Meier 2004] have not interviewed
the participants, because they might have influenced the participants.
The participants have been interviewed by one person, which has not been
involved in previous work or in the development of the approach.
6.5 Evaluation
The results from the collected data are presented in Figure
4.3 Next, the Tube Map Visualization
and Gantt Chart are evaluated by comparing groups for rather do agree
and do agree according to the five assumptions listed in the hypotheses.
Attraction: According to statement 1 ("To me, this
display catches the eye") in Figure 4 the
Tube Map (TM) catches more attention (TM 82% versus GC 48%, both for
rather do agree and do agree) than the Gantt Chart
(GC). According to statement 2 ("I am interested in this
display") it interests the recipients more (TM 95% versus GC
52%). Statement 3 ("This display appeals to me") states that
the Tube Map is more appealing (TM 83% versus GC 35%). Comparing the
measured times for studying the formats indicates that the Project
Tube Map has been viewed 1.41 times (mean) or 1.53 times (median)
longer than the Gantt Chart. Observations of the participants and
comments underlined that the participants from all groups were clearly
more attracted and fascinated by the Tube Map. However, this might
change, as soon as Tube Maps are used more regularly.
Concluding, it showed clearly that the Project Tube Map catched more
attention than the Gantt Chart.
Overview+Detail: According to statement 4 ("This display
shows an overview") the Project Tube Map presents a better overview
(TM 87% versus GC 71%). If only the values for very true were compared,
then the Gantt Chart scores better. However, statement 5 ("This display
focuses too much on detail") indicates that the Gantt Chart rather
focuses too much on detail (TM 13% versus GC 43%). The participant stressed
that the Project Tube Map displays better how tasks and groups relate to
each other, but does not illustrate task durations as the Gantt Chart does.
Secondly the participants liked the task list in the Gantt Chart. One third
stated that the Gantt Chart is well known and thus a better means than
the Tube Map. Half of the population (equally in all three groups) consider
the Gantt Chart as boring and bureaucratic and predictable.
In the Project Tube Map, some persons considered the graphic symbols as
not being well associated with the content and thus confusing. This point
is true.
Concluding, this data indicates that the Project Tube Map is more effective
in illustrate the 'big picture'.
Discussion: According to statement 6 ("Such a display
in the transit area of our company would intensify debate about the
project"), the Project Tube Map initiates more discussions on the
project than the Gantt Chart (TM 61% versus GC 24%). The visual
metaphor helps to build a mental model, which helps to discuss on the
project. According to statement 7 ("Such as display should be
available for every complex project"), participants that started
with the Tube Map but also participants that started with the Gantt
Chart think that such a display should be used in every complex
project (TM 65%, GC 48%).
3The data is not discussed
for each group, because this was not the goal of the study and because
there was no significant and clear pattern visible. The goal was to get
insights from one mixed group, as it would occur in an organization.
Concluding, it shows that the Project Tube Map seems to initiate more
discussions on the project than the Gantt Chart.
/Issue_0_2/burkhard/images/fig4.png)
Figure 4: The results of the 44 questionnaires. The triangle
represent the mean.
Motivation: According to statement 8 ("I would like to participate
in this project") the Project Tube Map is motivating more to participate
in the project (TM 44% versus GC 24%). This result is similar to our finding
in the previous study [Burkhard and Meier 2004],
where the Project Tube Map motivated the participants measurably to engage
in the project.
Concluding, this data indicates that the Project Tube Map motivates
individuals to greater participation in the project than the Gantt Chart.
Recall: The two formats were not specifically compared in regards
to recall tasks. But several meetings with some of the participants two
weeks after they participated in the study made clear that they remembered
well the general structure and the main groups and tasks of the Project
Tube Map, whereas they could not remember details about the Gantt Chart.
The participants could reconstruct the Project Tube Map much more easily
and recall different groups. Whereas initially some persons have been confused
by the symbols, the interviews showed that the persons remembered the symbols
precisely.
Concluding, several comments indicate that the Project Tube Map sticks
better in the recipient's memory than the Gantt Chart and the various visual
elements of the Project Tube Map help to re-construct the Project Tube
Map content.
6.6 Conclusion and Guidelines for Project Tube Maps
This study indicates that the Project Tube Map is more effective than
the Gantt Chart for the communication of long-term projects where individuals
from different backgrounds are involved. A first finding is that the participants
explored the Project Tube Map around 50 percent longer than the Gantt Chart.
A second finding is that the Project Tube Map motivates people more to
participate in the project than the Gantt Chart. Generally, it helps in
catching the attention and illustrating the 'big picture', in initiating
discussion, and motivating employees to participate in the project. In
contrast, the Gantt Chart is more effective in a clear-structured approach
and for the display of the task duration. Thus the formats complement each
other.
Feedback allowed to derive general guidelines for creating Project Tube
Maps: (1) Carefully use symbols as cognitive aides for recall, (2) use
a clear title, legend and verbal project summary for the overall understanding,
(3) use a clearly visible scaled time axis, (4) print the Project Tube
Map on large posters and place them at lively places (e.g., next to the
elevator), (5) add a small Gantt Chart to the Project Tube Map to illustrate
task durations.
7 Summary
This article aimed to stimulate research on business process oriented
knowledge infrastructures by pointing to the power of visualizations. The
use of visualization techniques aims to improve the transfer, communication,
and creation of knowledge. First, this article presents a condensed overview
on related visualization research. Second, it proposed the Knowledge Visualization
Framework as a theoretical backbone where business process oriented knowledge
infrastructure research can anchor itself. The framework points to the
key questions that need to be answered when visual methods are used in
business process oriented knowledge infrastructures.
The framework serves also as a guideline for practitioners and allows
to get orientation in the field of visualization research and to overcome
the current intolerable situation, where individuals learn for years how
to write and calculate, but rarely how to use visual formats.
Finally, the article compared the Tube Map Visualization with the Gantt
Chart, and proved that novel knowledge visualization formats can excel
established approaches, such as the Gantt Chart, in regards to various
tasks. The findings from the evaluation of 44 interviews indicates that
the Project Tube Map is more effective for (1) drawing attention and keeping
interest, (2) presenting overview and detail, (3) visualizing who is collaborating
with whom, (4) motivating people to participate in the project, and (5)
increasing recall.
The results presented in this article are important for researchers
and practitioners in the fields of Knowledge Management, Knowledge Visualization,
Project Management, and Visual Communication Sciences.
References
[Alavi and Leidner 2001] Alavi, M. and Leidner,
D.: "Knowledge Management and Knowledge Management Systems: Conceptual
Foundations and Research Issues"; MIS Quarterly, 25, 1 (2001), 107-136.
[Baker and Greene 1977] Baker, A. and Greene, E.:
"Storytelling: Art and Technique"; Bowker, New York (1977).
[Bauer and Johnson-Laird 1993] Bauer, M. and Johnson-Laird,
P.: "How Diagrams Can Improve Reasoning"; Psychological Science,
4, 6 (1993), 372-378.
[Bertin 1967] Bertin, J.: "Sémiologie
Graphique"; Gauthier-Villars, Paris (1967).
[Börner and Chen 2002] Börner, K. and
Chen, C.: "Visual Interfaces to Digital Libraries", Lecture Notes
in Computer Science, Springer-Verlag, Heidelberg.(2002).
[Brodbeck et al. 1997] Brodbeck, D., Chalmers,
M., Lunzer, A. and Cotture, P.: "Domesticating Bead: Adapting an Information
Visualization System to a Financial Institution"; Proc. IEEE Symposium
on Information Visualization (InfoVis '97), Phoenix, AZ, (1997).
[Brodbeck and Girardin 2003a] Brodbeck, D. and
Girardin, L.: "Design Study: Using Multiple Coordinated Views to Analyze
Geo-Referenced High-Dimensional Datasets"; Proc. CMV 2003, London,
(2003a).
[Brodbeck and Girardin 2003b] Brodbeck, D. and
Girardin, L.: "Trend Analysis in Large Timeseries of High-Throughput
Screening Data Using a Distortion-Oriented Lens with Semantic Zooming";
Proc. IEEE Symposium on Information Visualization (InfoVis 2003), Seattle,
(2003b).
[Burkhard 2004a] Burkhard, R.: "Knowledge
Visualization Sagt Mehr Als Tausend Worte"; io new management, Zeitschrift
für Unternehmenswissenschaften und Führungspraxis, 6 (2004a),
56-58.
[Burkhard 2004b] Burkhard, R.: "Learning
from Architects: The Difference between Knowledge Visualization and Information
Visualization"; Proc. Eighth International Conference on Information
Visualization (IV04), London, July, (2004b).
[Burkhard 2004c] Burkhard, R.: "Visual Knowledge
Transfer between Planners and Business Decision Makers"; Developments
in Design & Decision Support Systems in Architecture and Urban Planning.
Van Leeuwen, J. P. and Timmermans, H. J. P. Eindhoven University of Technology,
Eindhoven (2004c): 193-208.
[Burkhard 2005a] Burkhard, R.: "Knowledge
Visualization - the Use of Complementary Visual Representations for the
Transfer of Knowledge. A Model, a Framework, and Four New Approaches."
Swiss Federal Institute of Technology (ETH), Zurich.(2005a).
[Burkhard 2005b] Burkhard, R.: "Towards a
Framework and a Model for Knowledge Visualization: Synergies between Information
and Knowledge Visualization"; Knowledge and Information Visualization:
Searching for Synergies. Lncs 3426. Tergan, S.-O. and Keller, T. Springer-Verlag,
Heidelberg (2005b).
[Burkhard and Meier 2004] Burkhard, R. and Meier,
M.: "Tube Map: Evaluation of a Visual Metaphor for Interfunctional
Communication of Complex Projects"; Proc. Proceedings of I-KNOW '04,
Graz, Austria, June 30 - July 2, (2004), 449-456.
[Burkhard and Meier 2005] Burkhard, R. and Meier,
M.: "Tube Map Visualization: Evaluation of a Novel Knowledge Visualization
Application for the Transfer of Knowledge in Long-Term Projects";
Journal of Universal Computer Science, 11, 4 (2005), 473-494.
[Burkhard et al. 2005a] Burkhard, R., Meier,
M., Rodgers, P., Smis, M. and Stott, J.: "Knowledge Visualization:
A Comparative Study between Project Tube Maps and Gantt Charts"; Proc.
I-Know '05, Graz, Austria, (2005a).
[Burkhard et al. 2005b] Burkhard, R., Meier,
M., Smis, M., Allemang, J. and Honisch, L.: "Beyond Excel and Powerpoint:
Knowledge Maps for the Transfer and Creation of Knowledge in Organizations";
Proc. Ninth International Conference on Information Visualization (IV05),
London, July, (2005b).
[Card et al. 1999] Card, S. K., Mackinlay, J. D.
and Shneiderman, B.: "Readings in Information Visualization: Using
Vision to Think", Morgan Kaufmann Publishers Inc., San Francisco (CA).(1999).
[Chen 1998] Chen, C.: "Bridging the Gap: The
Use of Pathfinder Networks in Visual Navigation"; Journal of Visual
Languages and Computing, 9, 3 (1998), 267-286.
[Chen 1999a] Chen, C.: "Information Visualisation
and Virtual Environments"; Springer-Verlag, London (1999a).
[Chen 1999b] Chen, C.: "Visualizing Semantic
Spaces and Author Co-Citation Networks in Digital Libraries"; Information
Processing and Management, 35, 3 (1999b), 401-420.
[Chen 2000] Chen, C.: "Domain Visualization
for Digital Libraries"; Proc. International Conference on Information
Visualisation (IV2000), London, England, (2000), 261-267.
[Chen 2003] Chen, C.: "Mapping Scientific
Frontiers: The Quest for Knowledge Visualization"; Springer, London
(2003).
[Ellis 1938] Ellis, W. D.: "A Source Book of
Gestalt Psychology"; Harcourt, Brace & World, New York (1938).
[Engeli 2001] Engeli, M.: "Bits and Spaces:
Architecture and Computing for Physical, Virtual, Hybrid Realms",
Birkhäuser, Basel, Boston, Berlin.(2001).
[Eppler and Burkhard 2005] Eppler, M. and Burkhard,
R.: "Knowledge Visualization"; Encyclopedia of Knowledge Management.
Idea Group (2005).
[Eppler 2002] Eppler, M. J.: "Making Knowledge
Visible through Knowledge Maps: Concepts, Elements, Cases"; Handbook
on Knowledge Management, Volume 1: Knowledge Matters. Holsapple, C. W.
Springer, Berlin (2002): 189-206.
[Eppler 2003a] Eppler, M. J.: "The Image of
Insight: The Use of Visual Metaphors in the Communication of Knowledge";
Proc. Proceedings of I-KNOW '03, Graz, Austria, July 2-4, (2003a), 81-88.
[Eppler 2003b] Eppler, M. J.: "Managing Information
Quality: Increasing the Value of Information in Knowledge-Intensive Products
and Processes"; Springer, Berlin (2003b).
[Eppler 2004] Eppler, M. J.: "Facilitating
Knowledge Communication through Joint Interactive Visualization";
Journal of Universal Computer Science, 10, 6 (2004), 683-690.
[Farah 2000] Farah, M. J.: "The Cognitive Neuroscience
of Vision"; Blackwell Publishers, Oxford (2000).
[Fox et al. 1993] Fox, E. A., Hix, D., Nowell,
L. T., Brueni, D. J., Wake, W. C., Heath, L. S. and Rao, D.: "Users,
User Interfaces, and Objects: Envision, a Digital Library"; Journal
of the American Society for Information Science, 44, 8 (1993), 480-491.
[Fox et al. 2002] Fox, E. A., North, C., Wang,
J., Abhishek, A., Anil, B. and Supriya, A.: "Enhancing the Envision
Interface for Digital Libraries"; Proc. second ACM/IEEE-CS joint conference
on Digital libraries, ACM Press, Portland (OR), (2002), 275-276.
[Glenberg and Langston 1992] Glenberg, A. M. and
Langston, W. E.: "Comprehension of Illustrated Text: Pictures Help
to Build Mental Models"; Journal of Memory and Language, 31, 2 (1992),
129-151.
[Horn 1998] Horn, R. E.: "Visual Language:
Global Communication for the 21st Century"; MacroVU Press, Bainbridge
Island (WA) (1998).
[Johnson and Shneiderman 1991] Johnson, B. and
Shneiderman, B.: "Tree-Maps: A Space Filling Approach to the Visualization
of Hierarchical Information Structures." Proc. Proc. of the IEEE Visualization
'91, San Diego, CA, (1991), 284-291.
[Kaplan and Norton 2000] Kaplan, R. S. and Norton,
D. P.: "Having Trouble with Your Strategy? Then Map It"; Harvard
Business Review, 78, 5 (2000).
[Kleiner and Roth 1998] Kleiner, A. and Roth,
G.: "Wie Sich Erfahrungen in Der Firma Besser Nutzen Lassen";
Harvard Business Manager, 5, 1998 (1998), 9-15.
[Koffka 1935] Koffka, K.: "The Principles
of Gestalt Psychology"; Lund Humphries, London (1935).
[Kosslyn 1980] Kosslyn, S. M.: "Image and
Mind"; Harvard University Press, Cambridge (MA) (1980).
[Larkin and Simon 1987] Larkin, J. and Simon, H.:
"Why a Diagram Is (Sometimes) Worth Ten Thousand Words"; Cognitive
Science, 11 (1987), 65-99.
[Loebbert 2003] Loebbert, M.: "Storymanagement
: Der Narrative Ansatz Für Management Und Beratung"; Klett-Cotta-Verlag,
Stuttgart (2003).
[Lynch 1960] Lynch, K.: "The Image of the City";
MIT Press, Cambridge (1960).
[Mandl and Levin 1989] Mandl, H. and Levin, J. R.:
"Knowledge Acquisition from Text and Pictures", Advances in Psychology,
North-Holland, Amsterdam, 58: 329.(1989).
[Manovich 2001] Manovich, L.: "The Language
of New Media"; MIT Press, Cambridge, Mass. (2001).
[Manovich 2004] Manovich, L.:
"Information and Form", http://www.manovich.net/ia,
Retrieved August 2004.(2004).
[Miller 1956] Miller, G. A.: "The Magical
Number Seven, Plus or Minus Two: Some Limits on Our Capacity for Processing
Information"; The Psychological Review, 63 (1956), 81-97.
[Moltenbrey 1999] Moltenbrey, K.: "Taking
Stock"; Computer Graphics World, 22, 10 (1999), 41-44.
[Munzner 1998] Munzner, T.: "Exploring Large
Graphs in 3d Hyperbolic Space"; IEEE Computer Graphics and Applications,
18, 4 (1998), 18-23.
[Nonaka 1991] Nonaka, I.: "The Knowledge-Creating
Company"; Harvard Business Review, 69, 6 (1991), 96-104.
[Novak 1980] Novak, J. D.: "Learning Theory
Applied to the Biology Classroom"; The American Biology Teacher, 42
(1980), 280-285.
[Novak and Gowin 1984] Novak, J. D. and Gowin, D.
B.: "Learning How to Learn"; Cambridge University Press, Cambridge
(1984).
[Novick 2001] Novick, L. R.: "Spatial Diagrams:
Key Instruments in the Toolbox for Thought"; The psychology of learning
and motivation, 40 (2001), 279-325.
[Nowell et al. 1996] Nowell, L. T., France, R. K.,
Hix, D., Heath, L. S. and Fox, E. A.: "Visualizing Search Results:
Some Alternatives to Query-Document Similarity"; Proc. 19th Annual
international ACM SIGIR Conference on Research and Development in Information
Retrieval (SIGIR96), Zurich, Switzerland, (1996), 67-75.
[Peterson 1995] Peterson, M. P.: "Interactive
and Animated Cartography"; Prentice-Hall, Inc., Englewood Cliffs,
New Jersey (1995).
[Rao and Card 1994] Rao, R. and Card, S. K.: "The
Table Lens: Merging Graphical and Symbolic Representations in an Interactive
Focus+Context Visualization for Tabular Information"; Proc. Proceedings
of CHI'94, ACM, Boston, Massachusetts, (1994), 318-322.
[Robertson and Mackinlay 1991] Robertson, G. and
Mackinlay, J. D.: "Cone Trees: Animated 3d Visualizations of Hierarchical
Information"; Proc. Proc. of ACM SIGCHI conference on Human Factors
in Computing Systems '91, New Orleans, LA., (1991), 189-194.
[Sachs-Hombach 2005] Sachs-Hombach, K.: "Bildwissenschaft.
Disziplinen, Themen, Methoden", Suhrkamp, Frankfurt am Main.(2005).
[Schmitt 1999] Schmitt, G.: "Information
Architecture; Basis and Future of Caad"; Birkhäuser, Basel (1999).
[Schnalzer and Thier 2002] Schnalzer, K. and
Thier, K.: "Lernen Aus Erfahrungsgeschichten. Wissensintegration:
Schlüsselkompetenz Der Zukunft"; Arbeitsprozessintegriertes Lernen.
Neue Ansätze Für Die Berufliche Bildung. Rohs, M. Waxmann, München
(2002): 111-126.
[Shepard and Cooper 1982] Shepard, R. N. and Cooper,
L. A.: "Mental Images and Their Transformations"; MIT Press,
Cambridge (MA) (1982).
[Shneiderman 1992] Shneiderman, B.: "Tree
Visualization with Tree-Maps: A 2-D Space-Filling Approach"; ACM Transactions
on Computer Graphics, 11, 1 (1992), 92-99.
[Shneiderman 1996] Shneiderman, B.: "The
Eyes Have It: A Task by Data Type Taxonomy for Information Visualizations";
Proc. Proceedings of 1996 IEEE Visual Languages, IEEE, Los Alamos, CA,
(1996), 336-343.
[Snowden 2000] Snowden, D.: "The Art and Science
of Story or Are You Sitting Uncomfortably?" Business Information Review
(2000).
[Spence 2000] Spence, B.: "Information Visualization";
ACM Press (2000).
[Stott et al.2005] Stott, J. M., Rodgers, P.,
Burkhard, R., Meier, M. and Smis, M. T. J.: "Automatic Layout of Project
Plans Using a Metro Map Metaphor"; Proc. Ninth International Conference
on Information Visualization (IV05), London, July, (2005).
[Tufte 1983] Tufte, E.: "The Visual Display
of Quantitative Information"; Graphics Press, Cheshire (1983).
[Tufte 1990] Tufte, E. R.: "Envisioning Information";
Graphics Press, Cheshire (CT) (1990).
[Tufte 1997] Tufte, E. R.: "Visual Explanations:
Images and Quantities, Evidence and Narrative"; Graphics Press, Cheshire
(CT) (1997).
[Vande Moere 2002] Vande Moere, A.: "Infoticles:
Information Modeling in Immersive Environments"; Proc. Proceedings
of the Sixth International Conference on Information Visualization, London,
(2002).
[Vande Moere et al. 2004] Vande Moere, A., Mieusset,
K. H. and Gross, M.: "Visualizing Abstract Information Using Motion
Properties of Data-Driven Particles"; Proc. Conference on Visualization
and Data Analysis 2004, IS&T/SPIE Symposium on Electronic Imaging 2004,
San Jose (CA), (2004).
[Ware 2000] Ware, C.: "Information Visualization:
Perception for Design"; Morgan Kaufmann, San Francisco (CA) (2000).
[Weidenmann 1989] Weidenmann, B.: "When Good
Pictures Fail: An Information Processing Approach to the Effect of Illustration";
Knowledge Acquisition from Text and Pictures. Mandl, H. and Levin, J. R.
Elsevier, Amsterdam (1989): 161-171.
[Weiss-Lijn et al. 2001] Weiss-Lijn, M., McDonnell,
J. T. and James, L.: "Visualising Document Content with Metadata to
Facilitate Goal-Directed Search"; Proc. 5th International Conference
on Information Visualization (IV01), London, (2001), 71-76.
[Wurman 1996] Wurman, R. S.: "Information Architects";
Graphis Inc, Zurich (1996).
|