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Some thoughts on design
                      research, models and
                           simulations
                            Peter Sloep




Friday, May 4, 12
Overview

                    • Part I: ‘ordinary research’, the essentialia
                    • Part II: design research, the differences
                    • Part III: models


Friday, May 4, 12
Caveat

                    • A quick and dirty introduction to some
                      aspects of the philosophies of science and
                      technology
                    • Sometimes less than accurate, sometimes
                      plain wrong, but always in an attempt to be
                      useful.



Friday, May 4, 12
Ordinary research,
                    aimed at understanding
                         and control


Friday, May 4, 12
Theoretical models

                         Ia        Ib
                    S1        S2        S3

                         Ic




Friday, May 4, 12
Theoretical models
                           smoke          therapy
                             Ia                Ib
                      S1             S2             S3
            healthy          Ic       cancer             dead
                           therapy




Friday, May 4, 12
• for a model to be useful, you need
                     • descriptive apparatus, vocabulary
                     • rules for how to use it, grammar, syntax
                     • rules that uses the vocabulary and syntax
                        to describe possible model behaviours




Friday, May 4, 12
• rules about possible behaviours are
                      interesting

                    • they are generalizations, subsume instances
                      of model behaviour

                    • form: whenever X then Y


Friday, May 4, 12
• all kinds of vocabularies and syntaxes
                     • math.: diff. equations, finite automata,
                        probability calculus

                      • computer languages: Stella, Netlogo
                      • ordinary language (but formal languages
                        are much more powerful because they
                        allow inferences from axioms)


Friday, May 4, 12
What use are models?
                    • Are the generalizations true of the world?
                     • you test a model
                     • predict future behaviour, check if it
                        occurs
                      • yes: more confidence
                      • no: adapt or fully reject model
Friday, May 4, 12
• A word on statistics
                     • some models are stochastic, their
                        behaviour is stochastic

                     • but all data are subject to chance
                        variation; you use statistics for the latter,
                        to quantify uncertainty in your decision
                        to accept the model or reject it



Friday, May 4, 12
What use are models?

                    • Are the generalizations useful in the world?
                     • you explain the world by using model
                        generalizations on phenomena
                      • you control the world by using the
                        model to predict phenomena



Friday, May 4, 12
Design research,
                    focused on artefact
                     design for control


Friday, May 4, 12
• artefacts are designed and developed to
                      help control the empirical world

                    • there always are desired phenomena, the
                      artefact causes them to occur

                    • there thus is a targeted state of the world
                      and an obtained state of the world




Friday, May 4, 12
St

                    Si       So
                         I




Friday, May 4, 12
• building an aeroplane to fly
                    • setting up an organization (bank) to lend
                      money to investors

                    • building a learning network to facilitate
                      competence development, creativity and
                      knowledge sharing of non-formal learners




Friday, May 4, 12
Artefactual models
                    • As the artefact is to perform a function,
                      you now build a model that describes the
                      artefact’s behaviour, using bits and pieces of
                      relevant theoretical models
                    • Such a model I call an artefactual
                      model, to distinguish it from theoretical
                      models


Friday, May 4, 12
Test
                    • to the extent it incorporates theoretical
                      models, confidence carries over from them
                    • to the extent it rests on untested
                      assumptions (structural and parametric)
                      you test it
                      • experts, independent tests
                      • you thus contribute to theor. model dev.!
Friday, May 4, 12
Simulate
                    • Use the artefuactual model to explore the
                      artefact’s behaviour through simulations
                    • Empirical tests are costly, dangerous,
                      unethical, etc.
                    • Simulations are pseudo-performance tests
                      of the artefact
                    • They may lead to design improvements
Friday, May 4, 12
Empirical test
                    • Carry out empirical tests of artefact
                      performance
                      • effectiveness - gap between actual and
                        desired behaviour
                      • efficiency - costs of obtaining desired
                        performance level increase
                      • sustainability - costs of maintenance
Friday, May 4, 12
How



Friday, May 4, 12
Model ingredients
                    1. identify the system and its boundaries: draw
                       a causal network
                    2. identify variables and constants
                    3. identify state variables (‘laws of succession’,
                       variables that describe state transitions)
                       and and input variables (variables that drive
                       change)


Friday, May 4, 12
1. choose output variables, what changes you
                       want to measure (could be a state variable)

                    2. choose a suitable modelling language

                      • analytic, using math. equations, often
                        differential equations

                      • numerical, using computers, dedicated
                        language, e.g. Netlogo, Stella, Brahms, ...


Friday, May 4, 12

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some thoughts about design research

  • 1. Some thoughts on design research, models and simulations Peter Sloep Friday, May 4, 12
  • 2. Overview • Part I: ‘ordinary research’, the essentialia • Part II: design research, the differences • Part III: models Friday, May 4, 12
  • 3. Caveat • A quick and dirty introduction to some aspects of the philosophies of science and technology • Sometimes less than accurate, sometimes plain wrong, but always in an attempt to be useful. Friday, May 4, 12
  • 4. Ordinary research, aimed at understanding and control Friday, May 4, 12
  • 5. Theoretical models Ia Ib S1 S2 S3 Ic Friday, May 4, 12
  • 6. Theoretical models smoke therapy Ia Ib S1 S2 S3 healthy Ic cancer dead therapy Friday, May 4, 12
  • 7. • for a model to be useful, you need • descriptive apparatus, vocabulary • rules for how to use it, grammar, syntax • rules that uses the vocabulary and syntax to describe possible model behaviours Friday, May 4, 12
  • 8. • rules about possible behaviours are interesting • they are generalizations, subsume instances of model behaviour • form: whenever X then Y Friday, May 4, 12
  • 9. • all kinds of vocabularies and syntaxes • math.: diff. equations, finite automata, probability calculus • computer languages: Stella, Netlogo • ordinary language (but formal languages are much more powerful because they allow inferences from axioms) Friday, May 4, 12
  • 10. What use are models? • Are the generalizations true of the world? • you test a model • predict future behaviour, check if it occurs • yes: more confidence • no: adapt or fully reject model Friday, May 4, 12
  • 11. • A word on statistics • some models are stochastic, their behaviour is stochastic • but all data are subject to chance variation; you use statistics for the latter, to quantify uncertainty in your decision to accept the model or reject it Friday, May 4, 12
  • 12. What use are models? • Are the generalizations useful in the world? • you explain the world by using model generalizations on phenomena • you control the world by using the model to predict phenomena Friday, May 4, 12
  • 13. Design research, focused on artefact design for control Friday, May 4, 12
  • 14. • artefacts are designed and developed to help control the empirical world • there always are desired phenomena, the artefact causes them to occur • there thus is a targeted state of the world and an obtained state of the world Friday, May 4, 12
  • 15. St Si So I Friday, May 4, 12
  • 16. • building an aeroplane to fly • setting up an organization (bank) to lend money to investors • building a learning network to facilitate competence development, creativity and knowledge sharing of non-formal learners Friday, May 4, 12
  • 17. Artefactual models • As the artefact is to perform a function, you now build a model that describes the artefact’s behaviour, using bits and pieces of relevant theoretical models • Such a model I call an artefactual model, to distinguish it from theoretical models Friday, May 4, 12
  • 18. Test • to the extent it incorporates theoretical models, confidence carries over from them • to the extent it rests on untested assumptions (structural and parametric) you test it • experts, independent tests • you thus contribute to theor. model dev.! Friday, May 4, 12
  • 19. Simulate • Use the artefuactual model to explore the artefact’s behaviour through simulations • Empirical tests are costly, dangerous, unethical, etc. • Simulations are pseudo-performance tests of the artefact • They may lead to design improvements Friday, May 4, 12
  • 20. Empirical test • Carry out empirical tests of artefact performance • effectiveness - gap between actual and desired behaviour • efficiency - costs of obtaining desired performance level increase • sustainability - costs of maintenance Friday, May 4, 12
  • 22. Model ingredients 1. identify the system and its boundaries: draw a causal network 2. identify variables and constants 3. identify state variables (‘laws of succession’, variables that describe state transitions) and and input variables (variables that drive change) Friday, May 4, 12
  • 23. 1. choose output variables, what changes you want to measure (could be a state variable) 2. choose a suitable modelling language • analytic, using math. equations, often differential equations • numerical, using computers, dedicated language, e.g. Netlogo, Stella, Brahms, ... Friday, May 4, 12