Designing Big Data Interactions Using the Language of Discovery

Designing Big Data Interactions Using the Language of Discovery

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  The Language #UXAustralia #languageofdiscovery of Discovery #ageofinsight
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  Joe Lamantia UX Lead:Discovery Products Oracle @moJoe JoeLamantia.com Joe.Lamantia@oracle.com http://slideshare.net/mojoe
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  designed many discovery solutions
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  discovery is...?
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  more than visualization
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  not just search
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  Discovery Act or experienceof seeing, finding, learning, or solving something. Something seen, found, learned, or solved.
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  discovery is making sense of the world search prediction visualization analysis
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  Insight Grasping or understandingmeaning, significance, and/or a solution. A valuable change in perspective or understanding that enables or guides further action.
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  Welcome to The Ageof Insight
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  “In the nextten years, digital data alone is expected to grow 44 times. By 2020, there will be 4 billion people online creating 50 trillion gigabytes of data.” HP Intelligent Research
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  Volume: yotta, yotta,yotta Varied data ‘materials’ social, cultural, personal, environmental, economic, scientific Full spectrum of granularity Real-time & historical perspectives Commoditized infrastructure storage, processing, distribution, publishing Data ecosystem(s)
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  Everything is discoverable
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  Horizon of Discoverability future soon present past
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  urban status http://citydashboard.org/london/
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  WAYWT?
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  social exchange
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  influence
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  humanity
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  data journalism
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  ‘Cliodynamics’ is a transdisciplinaryarea of research integrating historical macrosociology, economic history/ cliometrics, mathematical modeling of long-term social processes, and the construction and analysis of historical databases. scientific disciplines
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  “The instability oflarge, complex societies is a predictable phenomenon, according to a new mathematical model that explores the emergence of early human societies via warfare.” “Capturing hundreds of years of human history, the model reveals the dynamical nature of societies, which can be difficult to uncover in archaeological data.” http://www.sciencedaily.com/releases/2011/01/110119151816.htm
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  “What we foundare the constants that describe every city,” he says. I don’t know anything about this city or even where it is or its history, but I can tell you all about it. And the reason I can do that is because every city is really the same.” http://www.nytimes.com/2010/12/19/magazine/19Urban_West-t.html
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  cultural analytics
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  Everyone discovers
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  “The ability totake data - to be able to understand it, to process it, to extract value from it, to visualize it, to communicate it's going to be a hugely important skill in the next decades, not only at the professional level but even at the educational level for elementary school kids, for high school kids, for college kids. Because now we really do have essentially free and ubiquitous data. So the complimentary scarce factor is the ability to understand that data and extract value from it.” Hal Varian http://www.mckinseyquarterly.com/Hal_Varian_on_how_the_Web_challenges_managers_2286
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  ready data
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  interaction tools
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  management tools
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  engagement models
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  consumer devices
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  “The datasexual looksa lot like you and me, but what’s different is their preoccupation with personal data. They are relentlessly digital, they obsessively record everything about their personal lives, and they think that data is sexy. In fact, the bigger the data, the sexier it becomes. Their lives - from a data data as lifestyle perspective, at least - are perfectly groomed.”
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  Discovery is theleading emerging interaction category of the Age of Insight
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  discovery capability isexpected in all interaction contexts
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  As I waswaiting for a table at a local restaurant the other day, I flipped through a couple of the free classified papers. I was shocked to realize how dependent I’ve grown on three simple features that just aren’t available in the analog world: search, sort and filter. http://uxdesign.smashingmagazine.com/2012/04/10/ui-patterns-for-mobile-apps-search-sort-filter/
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  mediated sense making
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  Complex ecosystems: multi-channelexperiences everyware environments network & service models dynamic perspectives fluid data
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  How to designdiscovery experiences...?
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  precursors Bates - tactics& categories OʼDay & Jeffries - categories Cool & Belkin Ellis - behaviors & modes Marchionini - IR framework Spencer - Modes Lamantia - Modes & patterns
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  Need & contextvary wildly Patterns of form are inadequate.
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  Task patterns =vague...
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  Activity Centered Design
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  The Language ofDiscovery: A concrete descriptive language for human discovery activity in diverse contexts. A simple and consistent vocabulary that is independent of domain, role, information type, etc.
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  Leverages what iscommon in human discovery. Allows for what varies in contexts of discovery
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  Enables understanding of discoveryneeds and context
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  Generative tool fordiscovery capability and experiences
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  works like musicalnotes
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  grammatical structure & behavior
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  visual grammars
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  activity grammars
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  Research-based
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  scenario analysis
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  Call Centers & Maintenance Data Quality & Knowledge Repair & Governance Mgmt Overhaul Claims Analysis Enterprise Search Digital Asset & Knowledge Mgmt Mgmt Warranty Analysis Field Service Operations Financial Analysis & Planning Analysis Service Measure Customer Human Capital Risk Analysis Support & Plan & Management Maintain Operate Market Research Program & Portfolio Pricing Sell & Develop & Mgmt Analysis Deliver Produce Manufacturing & Quality Inventory & Inventory & Demand Visibility Sales & Delivery Customer Part, Commodity Analysis Product & Supplier Information Analysis Market Spend Mgmt Intelligence diverse contexts Analysis
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  User Scenarios “Understand thequality performance of a part and module set in manufacturing and the field so that I can determine if I should replace that part.” - Engineering “Understand a lead's underlying positions so that I can assess the quality of the investment opportunity.” “Understand a portfolio's exposures to assess portfolio-level investment mix.” - Portfolio Manager “I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices.” - Procurement
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  DISCOVERY S
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  Literary Modes “a broad,but identifiable literary method, mood, or manner, that is not tied exclusively to a particular form or genre.” http://en.wikipedia.org/wiki/Mode_(literature)
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  Argumentation The purpose ofargumentation (also called persuasive writing) is to prove the validity of an idea, or point of view, by presenting sound reasoning, discussion, and argument that thoroughly convince the reader.
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  Discovery Modes “a broad,but identifiable discovery activity that is not tied exclusively to a particular context or domain.”
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  MODE
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  Identifying Modes “Understand thequality performance of a part and module set in manufacturing and the field so that I can determine if I should replace that part.” - Engineering “Understand a lead's underlying positions so that I can assess the quality of the investment opportunity.” “Understand a portfolio's exposures to assess portfolio-level investment mix.” - Portfolio Manager “I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices.” - Procurement
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  Comprehending ‘To generate insightby understanding the nature or meaning of an item or data set’ e.g. “I need to analyze and understand consumer-customer-market trends to inform brand strategy & communications plan” – Director, Brand Image
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  Identifying Modes “I needvisibility into the parts my colleagues are using globally in order to find the best part possible for my assembly.” - Engineering “I need to identify customers/marketers/dealers failing & at risk of de-branding based on performance problems.” - Account Rep “I need to identify problem/success areas and where to intervene and reward.” - SVP Sales “I need to identify the best customer/consumer/region targets for our brand/ products.” - Brand Manager
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  Exploring ‘To proactively investigateor examine an item or data set for the purpose of serendipitous knowledge discovery’ e.g. “I need to identify the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices” – Procurement
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  Modes are theverbs of discovery scenarios.
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  Explore something to... result or goal. verb object predicate
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  You can explore: people places events objects data topics processes ...??
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  Locate Verify Monitor Compare 9 distinct Comprehend modes Explore Analyze Evaluate Synthesize
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  Mode
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  When I usethe tool, I can... Monitor ...currently popular colors over useful intervals Explore ...currently popular colors, or colors popular in the past Verify That a color is popular now or in the past
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  As a reader,I can... Monitor ...articles to see what is new and available. Explore ...available articles and topics to identify those of interest to me. Locate ... and read articles of interest, supporting information, and related materials.
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  My twitter homepage allows me to... Monitor ...the tweets of people I follow, my followers, community interactions. Explore ...trends and active topics, and suggestions for people to follow. Locate ..tweets, people, hashtags / topics Synthesize ...new tweets via composition, retweet, or favorite tweets.
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  The profile snapshotlets me... Evaluate ...the author of a tweet to decide if I am interested in them Locate ...the profile and homepage of the author of a tweet
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  A twitter profilepage lets me... Explore ...the authors profile to learn more about them Evaluate ...their activity, followers, tweets, relevance to me Comprehend ...the author’s interests, point of view,
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  domain independent scale independent structurallyconsistent semantically distinct orthogonal conceptually connected sequencable combinable
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  Modes seem tobe internalized & common.
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  you said they worklike music?
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  Chains
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  scenario analysis: multiple/ sequential modes
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  Comparative Search 1. Replacea problematic part Analyze (from sourcing, cost or technical perspective) 2. ...with an equivalent or better part Compare 3. ...without compromising quality Evaluate and cost.
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  Comparative Search 1. Analyze Analyze 2. and understand gaps between current cost of commodity Compare 3. versus best in class manufacturing costs. Evaluate
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  recognizable mode chains
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  Comparative Search Analyze Compare Evaluate Identify parts used for same function as candidates for commonization and complexity reduction - Core Engineer Replace a problematic part (from sourcing, cost or technical perspective) with an equivalent or better part without compromising quality and cost. - Engineering Compare our module set teardowns with competitive teardown information to see if we’re staying competitive for cost, quality and functionality. - Engineering Compare a lead's performance claims with relevant benchmarks to assess the lead's claims - Portfolio Manager See the difference between what we are spending and what we should be spending to maximize savings (between actual PO and should costs). - Procurement Analyze & understand gaps between current costs of commodity versus best in class manufacturing costs - Cost Estimators
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  Exploratory Search Explore Analyze Evaluate Identify opportunities to optimize use of tooling capacity for my commodity/parts - Core Engineer Identify sales opportunities and targets (increased key customer market share across categories/brands; upsell-cross sell; promotional targets - District Manager Evaluate & optimize our product portfolio: Which products should we de-list and retire? What new products should we be making/selling? - Category Manager Identify the best customer/consumer/region targets for our brand/products - Brand Manager Determine suppliers to use for parts in my program and execute sourcing agreements - Core Buyer Identify customers/marketers/dealers failing & at risk of de-branding based on performance problems - Program Administrator
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  Strategic Oversight Monitor Analyze Evaluate Monitor how well we are tracking to revenue and margin targets by division - SVP Sales Monitor and grade incoming incidents; close incidents, add incident close codes - Supervisor/Inspector Monitor global commodity use in relation to plan/guidelines to identify gaps that require corrective action - Core Engineer Monitor how well we are tracking to revenue and margin targets by division - District Manager Monitor & evaluate how our brand is performing in re: revenue, margin, and market share targets - Brand Manager Financial Analyst: Monitor & assess commodity status against strategy/plan/target
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  Strategic Insight Analyze Comprehend Evaluate Track module cost versus functionality over time to determine trends. - Engineering Understand the quality performance of a part and module set in manufacturing and the field so that I can determine if I should replace that part. - Engineering Understand a lead's underlying positions so that I can assess the quality of the investment opportunity - Portfolio Manager Understand a portfolio's exposures to assess portfolio-level investment mix - Portfolio Manager I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices. - Procurement
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  Comparative Synthesis Analyze Compare Synthesize Analyze and understand consumer-customer-market trends to inform brand strategy & communications plan - Director, Brand Image Find out how many parts I have in my module set of parts and find ways to reduce cost across them - Engineering Formulate scope & strategy for sourcing and gap closure - Core Buyer Analyze and understand a market: marketer network, competitive position, customer sat, & share, etc. to inform brand strategy and communications plan - Brand Image Analyst
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  Comparative Analyze Compare Evaluate Search Exploratory Explore Analyze Evaluate Search Strategic Analyze Comprehend Evaluate Insight Strategic Monitor Analyze Evaluate Oversight Comparative Analyze Compare Synthesize Synthesis
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  Mode
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  As a user,I can... Analyze 1. Analyze the popularity and importance of colors over time to see patterns 2. Compare colors in terms Compare of importance and popularity at various cycles, trends, and moments. 3. Evaluate colors vs. their Evaluate current and historic importance and popularity. Comparative Search ...of colors I may use for my purposes
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  As a reader,I can... Analyze 1. Analyze events and topics using the data and tools provided Comprehend 2. Understand the events and topics using the Guardian’s perspective and my own. Evaluate 3. Evaluate all perspectives, as well as the actions and decisions based on them. Strategic Insight into events & actions of government & society
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  As a reader,I get... Analyze 1. Analysis of the causes, participants and events of the UK riots 2. Comparison of Compare suggested causes, insights and explanations into the events. Synthesize 3. Synthesis of these insights into a coordinated perspective on the riots Comparative synthesis of all insights into the causes of the UK riots