A seven-step methodology using cognitive graphing in a soft systems framework

                                    Scott M...
2
(Cognitive Organization for
Requirements Elicitation)

integrates two
analytical
methodologies




                       ...
CORE characteristics




                       Creative Commons license. Wiebe & Confer, 2007
4
CORE has
seven steps




                                                     Creative Commons license. Wiebe & Confer, 20...
First there is is...   Example Mess: late night, guests, need stimulant




                                              ...
Example Mess: late night, guests, need stimulant




                                    Creative Commons license. Wiebe &...
Example Mess: late night, guests, need stimulant




                                    Creative Commons license. Wiebe &...
Good requirements are:




                         Creative Commons license. Wiebe & Confer, 2007
9
How do we get out of a mess?




                                                                                         ...
structure the mess: form your team




                                                     problem-          problem-
   ...
structure the mess: question methodically


                                                                              ...
structure the mess: question methodically


                                                                              ...
Example: Rich Picture for making coffee




     draw a Rich Picture




                           2




                ...
Rich Picture example




                                                                                               Cr...
Rich Picture example




                            Creative Commons license. Wiebe & Confer, 2007
16
define the system . . .




                                                                          Creative Commons lic...
building understanding of user decisions




                                        Creative Commons license. Wiebe & Con...
conceptualize the problem space . . .




      Event: Need
                                                              ...
example network diagrams of concepts

                                                                                    ...
closeup network diagram: no grammar




                                     Creative Commons license. Wiebe & Confer, 200...
conceptual graphs don’t have to be fancy




                                       Creative Commons license. Wiebe & Conf...
a CGS of the CGS process
                                                                                                 ...
a diagram of nodes connected by arcs




                                            Creative Commons license. Wiebe & Con...
Family Orbitz requirements sources
        FamilyOrbitz requirements
                   ID     Area of Focus

        sour...
Family Orbitz conceptual graph structure




                                                Creative Commons license. Wie...
Family Orbitz visual layout concept




                                           Creative Commons license. Wiebe & Confe...
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
CORE: Cognitive Organization for Requirements Elicitation
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CORE: Cognitive Organization for Requirements Elicitation

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Presentation by Joanna Wiebe and Scott Confer at EuroIA 2007 in Barcelona, Spain, Sept. 21, 2007

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CORE: Cognitive Organization for Requirements Elicitation

  1. 1. A seven-step methodology using cognitive graphing in a soft systems framework Scott M. Confer Joanna Wiebe User Experience Manager Information Architect Sears Holdings Corporation Orbitz Worldwide Download this presentation at: http://onemind.wetpaint.com Creative CommonsCommons license. Wiebe & Confer,2007 Creative license. Wiebe & Confer, 2007 Fractal image by Digon3
  2. 2. 2
  3. 3. (Cognitive Organization for Requirements Elicitation) integrates two analytical methodologies Creative Commons license. Wiebe & Confer, 2007 Amigurumi photo by Ashley Ringrose (MrTruffle) 3
  4. 4. CORE characteristics Creative Commons license. Wiebe & Confer, 2007 4
  5. 5. CORE has seven steps Creative Commons license. Wiebe & Confer, 2007 Amigurumi photo by Ashley Ringrose (MrTruffle) 5
  6. 6. First there is is... Example Mess: late night, guests, need stimulant Creative Commons license. Wiebe & Confer, 2007 6
  7. 7. Example Mess: late night, guests, need stimulant Creative Commons license. Wiebe & Confer, 2007 7
  8. 8. Example Mess: late night, guests, need stimulant Creative Commons license. Wiebe & Confer, 2007 8
  9. 9. Good requirements are: Creative Commons license. Wiebe & Confer, 2007 9
  10. 10. How do we get out of a mess? Creative Commons license. Wiebe & Confer, 2007 Fractal image by Digon3 Coffee cup photo by Zesmerelda, at Leonardo’s in Chicago, Illinois 10
  11. 11. structure the mess: form your team problem- problem- subject investigator customer/ solver matter owner client expert Creative Commons license. Wiebe & Confer, 2007 Amigurumi by anapaulaoli and others 11
  12. 12. structure the mess: question methodically Where can I Where it? Where can I What is this What’s What’s happening? What is this What to do? to do? What Where is find out thing? happening? is it? find out more? more? thing? What is this thing? What’s happening? What’s happening? What to do? What to do? What to do? Where is it? Where can I find out more? Concept State Event Goal Goal / Action Style Location Information What to do? What is this thing? What’s happening? What’s happening? What to do? What to do? Where is it? Where can I find out more? What does a What happens Is there anyone else What is _____? What causes of Why does _____ Where is _____? before having the person do after How _____? who I should talk to enables _____? occur? about _____? goal of _____? _____? What to do? What’s happening? What’s happening? What to do? What to do? Where is it? What is this thing? Where can I find out more? What happens What states of events Where can I find What are the Why does _____ What happens What causes or What is above cause or enable a after having the out more about parts of _____? occur? before _____? enables _____? _____? person to _____? goal of _____? _____? What to do? What’s happening? What to do? Where is it? Where can I find out more? What is this thing? What’s happening? What to do? What are the Can you How does a What happens What is below What are the What happens How is the goal of consequences of recommend any person _____? after _____? _____? types of _____? before _____? _____ attained? _____? books? What to do? What’s happening? What’s happening? What to do? What to do? Where is it? Where can I find out more? What is this thing? What are the What state or Can you What are the What does a What happens What happens if What is to the left consequences of event initiates the recommend any properties of _____ person do before after _____? not _____? of _____? that distinguish it _____ occurring? goal of _____? web sites? _____? from _____? Where is it? Where can I find out more? What is this thing? What’s happening? What to do? What to do? Are there any What are the What is the What prevents What are specific What is to the journals dealing instances or consequences of outcome of you from being right of _____? examples of _____? with _____? _____ occurring? _____? able to _____? What to do? What to do? Where is it? Where can I find out more? What are the Is there a manual What is the goal What contains consequences of dealing with of _____? _____? _____? _____? What to do? Why does a person _____? What to do? Questions from: (Gordon et al.) What happens if you do not Image Source: San Diego State University _____? Creative Commons license. Wiebe & Confer, 2007 http://coe.sdsu.edu/EDTEC544/Images/probes.gif 12
  13. 13. structure the mess: question methodically Where can I Where it? Where can I What is this What’s What’s happening? What is this What to do? to do? What Where is find out thing? happening? is it? find out more? more? thing? What is this thing? What’s happening? What’s happening? What to do? What to do? What to do? Where is it? Where can I find out more? Concept State Event Goal Goal / Action Style Location Information What to do? What is this thing? What’s happening? What’s happening? What to do? What to do? Where is it? Where can I find out more? What does a What happens Is there anyone else What is _____? What causes of Why does _____ Where is _____? before having the person do after How _____? who I should talk to enables _____? occur? about _____? goal of _____? _____? What to do? What’s happening? What’s happening? What to do? What to do? Where is it? What is this thing? Where can I find out more? What happens What states of events Where can I find What are the Why does _____ What happens What causes or What is above cause or enable a after having the out more about parts of _____? occur? before _____? enables _____? _____? person to _____? goal of _____? _____? What to do? What’s happening? What to do? Where is it? Where can I find out more? What is this thing? What’s happening? What to do? What are the Can you How does a What happens What is below What are the What happens How is the goal of consequences of recommend any person _____? after _____? _____? types of _____? before _____? _____ attained? _____? books? What to do? What’s happening? What’s happening? What to do? What to do? Where is it? Where can I find out more? What is this thing? What are the What state or Can you What are the What does a What happens What happens if What is to the left consequences of event initiates the recommend any properties of _____ person do before after _____? not _____? of _____? that distinguish it _____ occurring? goal of _____? web sites? _____? from _____? Where is it? Where can I find out more? What is this thing? What’s happening? What to do? What to do? Are there any What are the What is the What prevents What are specific What is to the journals dealing instances or consequences of outcome of you from being right of _____? examples of _____? with _____? _____ occurring? _____? able to _____? What to do? What to do? Where is it? Where can I find out more? What are the Is there a manual What is the goal What contains consequences of dealing with of _____? _____? _____? _____? What to do? Why does a person _____? What to do? Questions from: (Gordon et al.) What happens if you do not Image Source: San Diego State University _____? Creative Commons license. Wiebe & Confer, 2007 http://coe.sdsu.edu/EDTEC544/Images/probes.gif 13
  14. 14. Example: Rich Picture for making coffee draw a Rich Picture 2 Creative Commons license. Wiebe & Confer, 2007 14
  15. 15. Rich Picture example Creative Commons license. Wiebe & Confer, 2007 15 P.J. Lewis, 'Rich Picture building in the SSM,' European Journal of Information Systems
  16. 16. Rich Picture example Creative Commons license. Wiebe & Confer, 2007 16
  17. 17. define the system . . . Creative Commons license. Wiebe & Confer, 2007 Coffee cup photo by Zesmerelda, at Leonardo’s in Chicago, Illinois 17
  18. 18. building understanding of user decisions Creative Commons license. Wiebe & Confer, 2007 18
  19. 19. conceptualize the problem space . . . Event: Need Concept: Coffee Goal: stay awake stimulant Refers-to Initiates Means Goal - Action: Goal: Brew Decide to make your coffee Reason own Creative Commons license. Wiebe & Confer, 2007 19
  20. 20. example network diagrams of concepts 2 1 theyrule.net Network Diagrams of Conspiracy Mark Lombardi 3 4 The Budget Graph Internet Search Jesse Bachman Dubberly Design Office Creative Commons license. Wiebe & Confer, 2007 20
  21. 21. closeup network diagram: no grammar Creative Commons license. Wiebe & Confer, 2007 21
  22. 22. conceptual graphs don’t have to be fancy Creative Commons license. Wiebe & Confer, 2007 22
  23. 23. a CGS of the CGS process Concept: Overall Map rty Prope Refers-t Concept: structure Has Event: o Goals & Concept:: Goal: Learn Invited to Relationshi Concept: Conceptual how to read Has Property CGS ps Map Details Graph and create presentatio Refers-to Initiates Structure CGS Concept: Re n fer Concept: IsConcept: Is-a s- 6 types - Is-a to Concept: a Nodes Concept: Concept: Has Task Has Concepts, Property Diagram Mental Analysis Part Ideas, R Process ns on Concept: Artifact Has Part Concept: ea State: See Means nouns son a s so 18 types Me Refe Arcs t Rea ar M rs-to Event: Ask some n Has Rea ea sP about CG concept Propert ns Concept: Ha Or Concept: graphs y Task Concept: substructur Analysis Goal Concept: In Refers-to es H Ha Definition Hierarchy itia Init Goal/ Templates sP iate Goal/ Goal/ te a art Refe Concept: s Action: s Concept: s sa Ha Action: Action: H Declarative Concept: Part sP to Watch Taxonomy rs- Learn Creating a art P Knowledge Presentatio During Before Causal Net r t o r s- basics CGS a Concept: Concept: Re n fe t Refers-to Spatial many T.A. Re Goal: s fer Mean Re Relations Concept: s-t methods R Co Understand fe efe rs o n Ha uen Procedural -to why use -to rs se Goal: Use -to Refers s Knowledge q CGS Concept: s Checklist / Mean Refers Concept: Refers-to State: Init Goal: Legal Roadmap ns c iate Examples Become e s -to ea Support Has Node-Arc- Goal: familiar with Concept: M Travel ns Node Refe Deliver on Con CGS Procedure e a ea to s- Commerce triplets Equiv Brand fer Goal/ grammar M s for Refe rs-to ns Concept: sequ Re rs-to Promise Action: Creating Means Problem of alent- Goal: M Consider & CGS o ence the s-t Define Discuss Means (secret fe r unobservab Refers-to to procedures Concept: o requirement rs-t fe Concept: sauce) Re efe Re -to le Visio .VSS s State: R Cheat sheet Refers-to Concept: s Goal/ Goal: r Stencil Re ns Concept: to Vetted Layout rs- Organize Refers-to Action: fers Mea Brand ef e Refers-to concepts Re -to Perform R -to Promise fe s s- fer Document Concept: Concept: State: Concept: r Propert Re Has e Analysis to Has Functional Business Refined Question Goal: Goal: equ Requireme Cons Has Property Requireme Requireme Probes Discover Innovate Re nce Befor Refers Refers-to nts nts nts f solutions er e -to s- Concept: Has R Concept: Ha s rty to ef Concept: Goal: Do Prop rope o -t ers er Explicitly erty Goal/ Goal/ Prope Faster Concept: as P Ref rty s- Re CG Cognitive H to stated Action: Sell Action: Buy R Concept: fer Implicitly ef approach to Task Refers-t to er Travel Travel s- Refers-to In s-t gaps stated CTA Analysis er s- itia o ef
  24. 24. a diagram of nodes connected by arcs Creative Commons license. Wiebe & Confer, 2007 24
  25. 25. Family Orbitz requirements sources FamilyOrbitz requirements ID Area of Focus sources BR1 General BR2 Purchase Travel BR3 Family Travel Deals BR4 Exclusive Family Content BR5 Enhanced Mapping BR6 Enhanced Filtering BR7 Care BR8 Community Building BR9 Road Trip Tool BR10 Trip Builder BR11 Recommendation Engine BR12 Shopping Cart BR13 Budget Calculator Creative Commons license. Wiebe & Confer, 2007 25
  26. 26. Family Orbitz conceptual graph structure Creative Commons license. Wiebe & Confer, 2007 26
  27. 27. Family Orbitz visual layout concept Creative Commons license. Wiebe & Confer, 2007 27
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