Tag: mental_models


Discount Code for Indi Young’s ‘Mental Models’ Webinar

December 10th, 2008 — 12:00am

Designers, product managers, and anyone who aims to create relevant and beautiful experiences would be wise to check out Indi Young’s upcoming webinar, Using Mental Models for Tactics and Strategy, on December 11th. Indi literally wrote the book on mental models for user experience – read it, if you haven’t yet – and this webinar is part of the Future Practice series produced by Smart Experience and Rosenfeld Media, so expect good things for your modest investment.

Even better, our friends at Smart Experience and Rosenfeld Media are offering a 25% discount on registrations, which is good for these tough times.

Use this discount code when registering: LAMANTIAWBNR

Enjoy!

Comment » | Information Architecture, User Experience (UX)

New Books: ‘Tagging’ and ‘Mental Models’

March 12th, 2008 — 12:00am

If you’re interested in tagging and social metadata, social bookmarking, or information management, be sure to check out Gene Smith’s Tagging: People-Powered Metadata for the Social Web recently published by from New Riders. I reviewed some of the early drafts of the book, and it’s come together very nicely.
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Tagging takes a very practical approach, and provides an ample set of examples in support of the insightful analysis. After an overview of tagging and its value, the book addresses tagging system design, tags in relation to traditional metadata and classification systems, and covers the user experience of creating and navigating tag clouds.

Gene likes to build things, so Tagging includes a chapter on technical design complete with suggested tools and tutorials for creating your own tagging apps.

All in all, Tagging is a worthy introduction to the subject, and a guide for deeper exploration.
While we’re talking books, kudos to Rosenfeld Media on the publication of their first book, Mental Models; Aligning Design Strategy with Human Behavior, by the very talented Indi Young!
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Mental Models is richly illustrated, filled with examples, lucid, and accompanied by a considerable amount of additional content from the Rosenfeld Media website.

Indi has considerable experience teaching others the techniques and methods behind creating insightful mental models for audiences and customers. Cognitive / frameworky methods can feel a bit heady at times (especially how-to’s on those methods), but Mental Models is straightforward reading throughout, and an eminently practical guide to using this important tool for user experience design and strategy.

Mental Models is available electronically as a .pdf for individual and group licenses, or in hard copy; it’s choose your own medium in action.

Comment » | Reading Room, Tag Clouds, User Experience (UX), User Research

Why Failed Societies Are Relevant to Social Media

June 18th, 2007 — 12:00am

For regular readers wondering about the recent quiet here, a notice that Boxes and Arrows will shortly publish an article I’ve been working on for a while in the background, titled, “It Seemed Like the Thing To Do At the Time: The Power of State of Mind”. This is the written version of my panel presentation Lessons From Failure: Or How IAs Learn to Stop Worrying and Love the Bombs from the 2007 IA Summit in Las Vegas.

I’ve written about organizations and failure – Signs of Crisis and Decline In Organizations – in this blog before (a while ago, but still a popular posting), and wanted to consider the subject on a larger level. With the rapid spread of social software / social media and the rise of complex social dynamics in on-line environments, exploring failure at the level of an entire society is timely.

In The Fishbowl

Failed or failing societies are an excellent fishbowl for observers seeking patterns related to social media, for two reasons. First, the high intensity of failure situations reveals much of what is ordinarily hidden in social structures and patterns: Impending collapse leads people to dispense with carefully maintained social constructions.

One source of this heightened intensity is the greatly increased stakes of societal failure (vs. most other kinds), which often means sudden and dramatic disruptions to basic living and economic patterns, the decline of cities and urban concentrations, and dramatic population decrease. Another source is the very broad scope of the aftereffects; because a failing society involves an entire culture, the affects are comprehensive, touching everyone and everything.

Secondly, societies often command substantial qualitative and quantitative resources that can help them manage crisis or challenges, thereby averting failure. Smaller, less sophisticated entities lack the resource base of a complex social organism, and consequently cannot put up as much of a fight.

Examples of resources available at the level of a society include:

  • Leaders and planners dedicated to focusing on the future
  • Large amounts of accumulated knowledge and experience
  • Sophisticated structures for decision making and control
  • Mechanisms for maintaining order during crises
  • Collective resilience from surviving previous challenges
  • Substantial stores of resources such as food and materials, money, land
  • Tools, methods, and organizations providing economies of scale, such as banking and commerce networks
  • Systems for mobilizing labor for special purposes
  • Connections to other societies that could provide assistance (or potential rescue)

Despite these mitigating resources, the historical and archeological records overflow with examples of failed societies. Once we read those records, the question of how these societies defined themselves seems to bear directly on quite a few of the outcomes.

I discuss three societies in the article: Easter Island, Tikopia, and my own small startup company. We have insight into the fate of Easter Island society thanks to a rich archeological record that has been extensively studied, and descriptions of the Rapa Nui society in written records kept by European explorers visiting since 1722. Tikopia of course is still a functioning culture. My startup was a tiny affair that serves as a useful foil because it shows all the mistakes societies make in a compressed span of time, and on a scale that’s easy to examine. The Norse colonies in North America and Greenland are another good example, though space constraints didn’t allow discussion of their failed society in the article.

Read the article to see what happens to all three!

Semi Random Assortment of Quotations

In the meantime, enjoy this sampling of quotations about failure, knowledge, and self, from some well-known – and mostly successful! – people.

“Technological change is like an axe in the hands of a pathological criminal.” – ALBERT EINSTEIN

“It is not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change.” – CHARLES DARWIN

“It is impossible for a man to learn what he thinks he already knows.” – EPICTETUS

“I have not failed. I’ve just found 10,000 ways that won’t work.” – THOMAS EDISON

“It is on our failures that we base a new and different and better success.” – HAVELOCK ELLIS

“Life is a process of becoming, a combination of states we have to go through. Where people fail is that they wish to elect a state and remain in it.” – ANAIS NIN

“We read the world wrong and say that it deceives us.” – RABINDRANATH TAGORE

“Whoever longs to rescue quickly both himself and others should practice the supreme mystery: exchange of self and other.” – SHANTIDEVA

“Failure is instructive. The person who really thinks learns quite as much from his failures as from his successes.” – JOHN DEWEY

Comment » | Architecture, Ideas, The Media Environment

Who Should Own How We Work? Collaboration, the New Enterprise Application

May 14th, 2006 — 12:00am

Col­lab­o­ra­tion is the lat­est ral­ly­ing cry of soft­ware ven­dors hop­ing to embed new gen­er­a­tions of enter­prise class tools and user expe­ri­ences into the fab­ric of the mod­ern work­place. Microsoft, IBM, and other firms expect that con­trol or lead­er­ship in the mar­ket for col­lab­o­ra­tion, whether by own­ing the archi­tec­ture, sys­tems, or other solu­tion com­po­nents, will be lucra­tive. A recent Rad­i­cati Group study (qual­ity uncon­firmed…) of the mar­ket size for enter­prise col­lab­o­ra­tion offered an esti­mate of $1.6 bil­lion now, grow­ing 10% annu­ally to $2.3 bil­lion in 2010.

Beyond the sub­stan­tial money to be made cre­at­ing, sell­ing, installing, and ser­vic­ing col­lab­o­ra­tion solu­tions lies the strate­gic advan­tage of mar­ket def­i­n­i­tion. The vendor(s) that own(s) the col­lab­o­ra­tion space expect(s) to become an inte­gral to the knowl­edge economy’s sup­port­ing envi­ron­ment in the same way that Ford and Gen­eral Motors became essen­tial to the sub­ur­ban­ized con­sumer archi­tec­tures of the post WWII era by serv­ing simul­ta­ne­ously as employ­ers, man­u­fac­tur­ers, cul­tural mar­keters, cap­i­tal reser­voirs, and auto­mo­bile sell­ers. Col­lab­o­ra­tion ven­dors know that achiev­ing any level of indis­pen­si­bil­ity will enhance their longevity by mak­ing them a neces­sity within the knowl­edge econ­omy.

It’s worth tak­ing a moment to call atten­tion to the impli­ca­tions: by defin­ing the user expe­ri­ences and tech­no­log­i­cal build­ing blocks brought together to real­ize col­lab­o­ra­tion in large enter­prises, these ven­dors will directly shape our basic con­cepts and under­stand­ing (our men­tal mod­els and cog­ni­tive frames) of col­lab­o­ra­tion. Once embed­ded, these archi­tec­tures, sys­tems, and busi­ness processes, and the social struc­tures and con­cep­tual mod­els cre­ated in response, will in large part define the (infor­ma­tion) work­ing envi­ron­ments of the future.And yes, this is exactly what these ven­dors aspire to achieve; the Microsoft Share­point Prod­ucts and Tech­nolo­gies Devel­op­ment Team blog, offers:

“Share­Point Prod­ucts and Tech­nolo­gies have become a key part of our strat­egy for deliv­er­ing a com­plete work­ing envi­ron­ment for infor­ma­tion work­ers, where they can col­lab­o­rate together, share infor­ma­tion with oth­ers, and find infor­ma­tion and peo­ple that can help them solve their busi­ness prob­lems.“
[From SHAREPOINT’S ROLE IN MICROSOFT’S COLLABORATION STRATEGY.]

And IBM’s mar­ket­ing is not pitched and deliv­ered in a man­ner as sweep­ing, but the impli­ca­tions are sim­i­lar, as in the overview IBM® Work­place™: Sim­ply a bet­ter way]:
“IBM Work­place™ Solu­tions are role-based frame­works to help cus­tomers apply IBM Work­place tech­nolo­gies faster and more pro­duc­tively… These solu­tions are designed to pro­vide ‘short-cuts’ for cre­at­ing a high per­for­mance role-based work envi­ron­ment, help­ing to accel­er­ate time-to-value.“

The Mod­els for com­mu­ni­ca­tion and rela­tion­ships built into our tools are very pow­er­ful, and often employed in other spheres of life. How many times have you started writ­ing a birth­day card for a friend, and found your­self instinc­tively com­pos­ing a set of bul­let points list­ing this person’s chief virtues, notable char­ac­ter traits, and the most impor­tant / amus­ing moments of your friend­ship. The creep­ing ubiq­uity of the rhetor­i­cal style of Pow­er­point (Tufte’s essay here) is just one exam­ple of the tremen­dous social impact of a habit­u­ated model of com­mu­nica­tive prac­tices that’s run amok.

What does the future hold, in terms of enter­prise ven­dor con­trol over every­day work­ing expe­ri­ences? I’ve writ­ten before on the idea that the days of the mono­lithic enter­prise sys­tems are num­bered, mak­ing the point along the way that these behe­moths are the result of a top-down, one-size-for-all approach. I think the same is true of the cur­rent approach to col­lab­o­ra­tion solu­tions and work­ing envi­ron­ments. And so I was happy to see Andrew McAfee of Har­vard Busi­ness School make sev­eral strong points about how enter­prise col­lab­o­ra­tion efforts will real­ize greater suc­cess by *reduc­ing* the amount of struc­ture imposed on their major ele­ments — roles, work­flows, arti­facts, and rela­tion­ships — in advance of actual use.

McAfee sees con­sid­er­able ben­e­fit in new approaches to enter­prise IT invest­ment and man­age­ment that reduce the top-down and imposed nature of enter­prise envi­ron­ments and solu­tions, in favor of emer­gent struc­tures cre­ated by the peo­ple who must work suc­cess­fully within them. McAfee advo­cates allow­ing staff to cre­ate the iden­ti­ties, struc­tures and pat­terns that will orga­nize and gov­ern their col­lab­o­ra­tion envi­ron­ments as nec­es­sary, in an emer­gent fash­ion, instead of fix­ing these aspects long before users begin to col­lab­o­rate.

McAfee says:
“When I look at a lot of cor­po­rate col­lab­o­ra­tion tech­nolo­gies after spend­ing time at Wikipedia, del.icio.us, Flickr, and Blog­ger I am struck by how reg­i­mented, inflex­i­ble, and lim­ited the cor­po­rate stuff seems, because it does some or all of the following:

  • Gives users iden­ti­ties before they start using the tech­nol­ogy. These iden­ti­ties assign them cer­tain roles, priv­i­leges, and access rights, and exclude them from oth­ers. These iden­ti­ties almost always also place them within the exist­ing orga­ni­za­tional struc­ture and for­mal cor­po­rate hierarchy.
  • Con­tains few truly blank pages. Instead, it has lots of templates–for meet­ings, for project track­ing, for doc­u­ments and reports, etc.
  • Has tons of explicit or implicit work­flow– seqences [sic] of tasks that must be exe­cuted in order.

How much of this struc­ture is nec­es­sary? How much is valu­able? Well, the clear suc­cess sto­ries of Web 2.0 demon­strate that for at least some types of com­mu­nity and col­lab­o­ra­tion, none of it is.“

The crit­i­cal ques­tion is then “what types of com­mu­nity and col­lab­o­ra­tion require which approaches to cre­at­ing struc­ture, and when?” As any­one who’s used a poorly or overly struc­tured col­lab­o­ra­tion (or other enter­prise) tool knows, the result­ing envi­ron­ment is often anal­o­gous to a feu­dal soci­ety designed and man­aged by crypto-technical over­lords; one in which most users feel as if they are serfs bound to the land for in per­pe­tu­ity in order to sup­port the leisure-time and war-making indul­gences of a small class of share­hold­ing nobil­ity.

Answer­ing these ques­tions with con­fi­dence based on expe­ri­ence will likely take time in the range of years, and require numer­ous failed exper­i­ments. There’s a larger con­text to take into account: the strug­gle of enter­prise soft­ware ven­dors to extend their reach and longevity by dom­i­nat­ing the lan­guage of col­lab­o­ra­tion and the range of offer­ings is one part of a much broader effort by soci­ety to under­stand dra­matic shifts in our ways of work­ing, and the social struc­tures that are both dri­ven by and shape these new ways of work­ing. And so there are sev­eral impor­tant ideas and ques­tions under­ly­ing McAfee’s assess­ment that social sys­tem design­ers should under­stand.

One of the most impor­tant is that the notion of “col­lab­o­ra­tion” is con­cep­tual short­hand for how you work, who you work with, and what you do. In other words, it’s a dis­til­la­tion of your pro­fes­sional iden­tity. Your role in a col­lab­o­ra­tion envi­ron­ment defines who you are within that envi­ron­ment.

More impor­tantly, from the per­spec­tive of growth and devel­op­ment, your sys­tem assigned role deter­mines who you can *become*. Knowl­edge work­ers are val­ued for their skills, expe­ri­ence, pro­fes­sional net­works, pub­lic rep­u­ta­tions, and many other fluid, con­text depen­dent attrib­utes. And so lock­ing down their iden­ti­ties in advance strips them of a sub­stan­tial pro­por­tion of their cur­rent value, and simul­ta­ne­ously reduces their abil­ity to adapt, inno­vate, and respond to envi­ron­men­tal changes by shift­ing their think­ing or prac­tices. In plain terms, deter­min­ing their iden­ti­ties in advance pre­cludes the cre­ation of future value.

Another impor­tant under­ly­ing idea is the impor­tance of prop­erly under­stand­ing the value and util­ity of dif­fer­ing approaches to sys­tem­ati­za­tion in dif­fer­ing con­texts. McAfee’s assess­ment of the unhealthy con­se­quences of impos­ing too much struc­ture in advance is use­ful for social sys­tem design­ers (such as infor­ma­tion archi­tects and knowl­edge man­agers), because it makes the out­comes of implicit design strate­gies and assump­tions clear and tan­gi­ble, in terms of the neg­a­tive effects on the even­tual users of the col­lab­o­ra­tion envi­ron­ment. For com­plex and evolv­ing group set­tings like the mod­ern enter­prise, cre­at­ing too much struc­ture in advance points to a mis­placed under­stand­ing of the value and role of design and archi­tec­ture.

Fun­da­men­tally, it indi­cates an over­es­ti­ma­tion of the value of the activ­ity of sys­tem­atiz­ing (design­ing) col­lab­o­ra­tion envi­ron­ments to high lev­els of detail, and with­out recog­ni­tion for evo­lu­tion­ary dynam­ics. The design or struc­ture of any col­lab­o­ra­tion envi­ron­ment — of any social sys­tem — is only valu­able for how well it encour­ages rela­tion­ships and activ­ity which advance the goals of the orga­ni­za­tion and it’s mem­bers. The value of a designer in the effort to cre­ate a col­lab­o­ra­tive com­mu­nity lies in the abil­ity to cre­ate designs that lead to effec­tive col­lab­o­ra­tion, not in the num­ber or speci­ficity of the designs they pro­duce, and espe­cially not in the arti­facts cre­ated dur­ing design — the tem­plates, work­flows, roles, and other McAfee men­tioned above. To sim­plify the dif­fer­ent views of what’s appro­pri­ate into two arti­fi­cially seg­mented camps, the [older] view that results in the pre­ma­ture cre­ation of too much struc­ture val­i­dates the design of things / arti­facts / sta­tic assem­blies, whereas the newer view valu­ing min­i­mal and emer­gent struc­tures acknowl­edges the greater effi­cacy of design­ing dynamic sys­tems / flows / frame­works.

The overly spe­cific and rigid design of many col­lab­o­ra­tion sys­tem com­po­nents com­ing from the older design view­point in fact says much about how large, com­plex enter­prises choose to inter­pret their own char­ac­ters, and cre­ate tools accord­ingly. Too often, a desire to achieve total­ity lies at the heart of this approach.

Of course, most total­i­ties only make sense — exhibit coher­ence — when viewed from within, and when using the lan­guage and con­cepts of the total­ity itself. The result is that attempts to achieve total­ity of design for many com­plex con­texts (like col­lab­o­ra­tion within enter­prises large or small) rep­re­sent a self-defeating approach. That the approach is self-defeating is gen­er­ally ignored, because the pur­suit of total­ity is a self-serving exer­cise in power val­i­da­tion, that ben­e­fits power hold­ers by con­sum­ing resources poten­tially used for other pur­poses, for exam­ple, to under­mine their power.

With the chimera of total­ity set in proper con­text, it’s pos­si­ble to see how col­lab­o­ra­tion envi­ron­ments — at least in their most poorly con­ceived man­i­fes­ta­tions — will resem­ble vir­tual retreads of Tay­lorism, wherein the real accom­plish­ment is to jus­tify the effort and expense involved in cre­at­ing the sys­tem by point­ing at an exces­sive quan­tity of pre­de­ter­mined struc­ture await­ing habi­ta­tion and use by dis­en­fran­chised staff.

At present, I see two diver­gent and com­pet­ing trends in the realm of enter­prise solu­tions and user expe­ri­ences. The first trend is toward homo­gene­ity of the work­ing envi­ron­ment with large amounts of struc­ture imposed in advance, exem­pli­fied by com­pre­hen­sive col­lab­o­ra­tion suites and archi­tec­tures such as MSOf­fice / Share­point, or IBM’s Work­place.

The sec­ond trend is toward het­ero­gene­ity in the struc­tures inform­ing the work­ing envi­ron­ment, vis­i­ble as vari­able pat­terns and locuses of col­lab­o­ra­tion estab­lished by fluid groups that rely on adhoc assort­ment of tools from dif­fer­ent sources (Base­Camp, GMail, social book­mark­ing ser­vices, RSS syn­di­ca­tion of social media struc­tures, com­mu­ni­ties of prac­tice, busi­ness ser­vices from ASP providers, open source appli­ca­tions, etc.).

But this itself is a short term view, when sit­u­a­tion within a longer term con­text is nec­es­sary. It is com­mon for sys­tems or envi­ron­ments of all sizes and com­plex­i­ties to oscil­late cycli­cally from greater to lesser degrees of struc­ture, along a con­tin­uüm rang­ing from homo­ge­neous to het­ero­ge­neous. In the short term view then, the quest for total­ity equates to homo­gene­ity, or even efforts at dom­i­na­tion. In the long term view, how­ever, the quest for total­ity could indi­cate an imma­ture ecosys­tem that is not diverse, but may become so in time.

Apply­ing two (poten­tial) lessons from ecol­ogy — the value of diver­sity as an enhancer of over­all resilience in sys­tems, and the ten­dency of mono­cul­tures to exhibit high fragility — to McAfee’s points on emer­gence, as well as the con­tin­uüm view of shift­ing degress of homo­gene­ity, should tell us that col­lab­o­ra­tion solu­tion design­ers would be wise to do three things:

The end result should be an enter­prise approach to col­lab­o­ra­tion that empha­sizes the design of infra­struc­ture for com­mu­ni­ties that cre­ate their own struc­tures. Big ven­dors be wary of this enlight­ened point of view, unless you’re will­ing to respond in kind.

Comment » | Architecture, Enterprise

New Amazon Features: Translating the Bookstore Experience On-line

January 12th, 2006 — 12:00am

Amazon is offering new Text Stats on “Readability” and “Complexity”, and a Concordance feature, both part of their comprehensive effort to translate the physical book[store] experience into the online medium. The new features build on existing capabilities such as Look Inside, Wishlists, Recommendations, Editorial and Customer Reviews, Citations, and Better Together to create a comprehensive book buying experience. In the same way that bookstores include kiosks to allow customers access metadata and other information on the books for sale in the immediate environment, Amazon is offering on-line capabilities that simulate many of the activities of book buyers in a bookstore, such as checking the table of contents and indexes, flipping through a book to read passages, or look at select pages.

The new features appear on product pages for books, as well as other kinds of works. [Try this intro to FRBR for a look at the conceptual hierarchy differentiating works from items, and it’s implications for common user tasks like finding, identifying, selecting, and obtaining items.]

Text Stats may be experimental, but it’s hard to feel comfortable with their definition of complexity, which is: “A word is considered “complex” if it has three or more syllables.” To point out the obvious, English includes plenty of simple three syllable words – like “banana” – and some very complex one syllable words – “time” “thought” and “self” for example.

The Text Stats on Readability seem a bit better thought through. That’s natural, given their grounding in research done outside Amazon’s walls. But with clear evidence that US education standards vary considerably across states and even individual districts, and also evidence that those standards change over time, I have to question the value of Readability stats long term. I suppose that isn’t point…

The Concordance feature is easier to appreciate; perhaps it doesn’t attempt to interperet or provide meaning. It simply presents the raw statistical data on word frequencies, and allows you to do the interpretation. Amazon links each word in the concordance to a search results page listing the individual occurances of the word in the text, which is useful, and then further links the individual occruance listings to the location within the text.

With this strong and growing mix of features, Amazon both translates the bookstore experience on-line, and also augments that experience with capabilities available only in an information environment. The question is whether Amazon will continue to expand the capabilities it offers for book buying under the basic mental model of “being in a bookstore”, or if a new direction is ahead?

Here’s a screenshot of the Text Stats for DJ Spooky’s Rhythm Science.

Text Stats:

Here’s a screen shot of the Concordance feature.

Concordance:

Comment » | Modeling, User Experience (UX)

Mental Models and the Semantics of Disaster

November 4th, 2005 — 12:00am

A few months ago, I put up a posting on Mental Models Lotus Notes, and Resililence. It focused on my chronic inability to learn how not to send email with Lous Notes. I posted about Notes, but what led me to explore resilience in the context of mental models was the surprising lack of acknowledgement of the scale of hurricane Katrina I came across at the time. For example, the day the levees failed, the front page of the New York Times digital edition carried a gigantic headline saying ‘Levees Fail! New Orleans floods!’. And yet no one in the office at the time even mentioned what happened.
My conclusion was that people were simply unable to accept the idea that a major metropolitan area in the U.S. could possibly be the setting for such a tragedy, and so they refused to absorb it – because it didn’t fit in with their mental models for how the world works. Today, I came across a Resilience Science posting titled New Orleans and Disaster Sociology that supports this line of thinking, while it discusses some of the interesting ways that semantics and mental models come into play in relation to disasters.
Quoting extensively from an article in The Chronicle of Higher Education titled Disaster Sociologists Study What Went Wrong in the Response to the Hurricanes, but Will Policy Makers Listen? the posting calls out how narrow slices of media coverage driven by blurred semantic and contextual understandings, inaccurately frame social responses to disaster situations in terms of group panic and the implied breakdown of order and society.
“The false idea of postdisaster panic grows partly from simple semantic confusion, said Michael K. Lindell, a psychologist who directs the Hazard Reduction and Recovery Center at Texas A&M University at College Station. ‘A reporter will stick a microphone in someone’s face and ask, ‘Well, what did you do when the explosion went off?’ And the person will answer, ‘I panicked.’ And then they’ll proceed to describe a very logical, rational action in which they protected themselves and looked out for people around them. What they mean by ‘panic’ is just ‘I got very frightened.’ But when you say ‘I panicked,’ it reinforces this idea that there’s a thin veneer of civilization, which vanishes after a disaster, and that you need outside authorities and the military to restore order. But really, people usually do very well for themselves, thank you.’
Mental models come into play when the article goes on to talk about the ways that the emergency management agencies are organized and structured, and how they approach and understand situations by default. With the new Homeland Security paradigm, all incidents require command and control approaches that assume a dedicated and intelligent enemy – obviously not the way to manage a hurricane response.
“Mr. Lindell, of Texas A&M, agreed, saying he feared that policy makers in Washington had taken the wrong lessons from Katrina. The employees of the Department of Homeland Security, he said, ‘are mostly drawn from the Department of Defense, the Department of Justice, and from police departments. They’re firmly committed to a command-and-control model.’ (Just a few days ago, President Bush may have pushed the process one step further: He suggested that the Department of Defense take control of relief efforts after major natural disasters.)
“The habits of mind cultivated by military and law-enforcement personnel have their virtues, Mr. Lindell said, but they don’t always fit disaster situations. ‘They come from organizations where they’re dealing with an intelligent adversary. So they want to keep information secret; ‘it’s only shared on a need-to-know basis. But emergency managers and medical personnel want information shared as widely as possible because they have to rely on persuasion to get people to cooperate. The problem with putting FEMA into the Department of Homeland Security is that it’s like an organ transplant. What we’ve seen over the past four years is basically organ rejection.’
If I read this correctly, misaligned organizational cultures lie at the bottom of the whole problem. I’m still curious about the connections between an organization’s culture, and the mental models that individuals use. Can a group have a collective mental model?
Accoridng to Collective Mental State and Individual Agency: Qualitative Factors in Social Science Explanation it’s possible, and in fact the whole idea of this collective mental state is a black hole as far as qualitative social research and understanding are concerned.

Related posts:

Comment » | Modeling, The Media Environment

Lotus Notes User Experience = Disease

September 22nd, 2005 — 12:00am

Lotus Notes has one of the most unpleas­ant and unwel­com­ing User Expe­ri­ences this side of a medium-security prison where the war­den has aspi­ra­tions towards inte­rior design and art instruc­tion. One of the most painful aspects of the Notes expe­ri­ence is the default set­tings for font size and color in the email win­dow. The default font size (for Macs) is on the order of 7 point type, and the default color for unread mes­sages is — iron­i­cally — red. The com­bi­na­tion yields a user expe­ri­ence that resem­bles a bad skin rash.

I call it “angry red microNotes” dis­ease, and it looks like this:

angry_red_micro_notes.png

Over­all, it has an unhealthy affect on one’s state of mind. The under­tones of hos­til­ity and resent­ment run­ning through­out are man­i­fold. And nat­u­rally, it is impos­si­ble to change the default font size and color for the email reader. This is fur­ther con­fir­ma­tion for my the­ory that Notes has yet to escape it’s roots as a thick client for series of uncon­nected data­bases.

After three weeks of suf­fer­ing from angry red microNotes, I real­ized I was lit­er­ally going blind from squint­ing at the tiny type, and went to Google for relief. I found niniX 1.7, a util­ity that allows Mac based Lotus Notes users the abil­ity to edit the binary for­mat Notes pref­er­ences file, and change the font size of the email client. I share it in the hopes that oth­ers may break the chains that blind them. This will only solve half the prob­lem — if some­one can fig­ure out how to change the default color for unread mes­sages to some­thing besides skin rash red, I will hap­pily share with the rest of the suf­fer­ing masses (and appar­ently there are on the order of 118 mil­lion of us out there).

But will it always be this (hor­ri­ble) way?

In Beyond Notes 7.0: IBM Lotus sketches ‘Han­nover’ user expe­ri­ence Peter Bochner of SearchDomino.com says this of the next Notes release, “Notes has often been crit­i­cized for its some­what staid user inter­face. Accord­ing to IBM’s Bis­conti, in cre­at­ing Han­nover, IBM paid atten­tion “to not just the user inter­face, but the user expe­ri­ence.“

Okay… So does that mean I’ll have my choice of dis­eases as themes for the user expe­ri­ence of my col­lab­o­ra­tion envi­ron­ment?
Accord­ing to Ken Bis­conti, IBM Lotus vice pres­i­dent of Work­place, por­tal and col­lab­o­ra­tion prod­ucts, “Through improve­ments such as con­tex­tual col­lab­o­ra­tion and sup­port for com­pos­ite apps, we’ve gone above and beyond sim­ple UI enhance­ment”.

I think sim­ple UI enhance­ment is exactly what Ken and his team should focus on for the next sev­eral years, since they have so much oppor­tu­nity for improvement.

Comment » | Enterprise, Tools, User Experience (UX)

Mental Models: Additional Reading

September 6th, 2005 — 12:00am

Some additional reading on mental models, courtesy of the Interaction Design Encyclopedia.

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Comment » | Modeling

Mental Models, Resilience, and Lotus Notes

September 5th, 2005 — 12:00am

Several very unpleasant experiences I’ve had with the Lotus Notes webmail client during the past few weeks have brought up some questions about mental models; specifically how users respond to challenges to their mental models, and how resilience plays a part in how changes to mental models occur.
The IAWiki defines a mental model as, “a mental model is how the user thinks the product works.” This is a simplified definition, but it’s adequate for the moment. For a deeper exploration, try Martina Angela Sasse’s thesis
Eliciting and Describing Users’ Models of Computer Systems.
In this case, the model and the challenge are straightforward. My mental model of the Notes webmail client includes the understanding that it can send email messages. The challenge: the Lotus webmail client cannot send email messages – at least not as I experience it.
Here’s what happens my mental model and my reality don’t match:

  1. I log in to my email client via Firefox – the only browser on the Mac that renders the Notes webmail client vaguely correctly – (I’m using webmail because the full Notes client requires VPN, meaning I’m unable to access anything on my local network, or the internet, which, incidentally, makes it difficult to seem like a credible internet consultant.) again, because it’s frozen and crashed my browser in the past ten minutes.
  2. I realize I need to respond to an email
  3. I do not remember that the Notes webmail client is incapable of sending out email messages
  4. I open a new message window, and compose a chunk of semi-grammatical techno-corporate non-speak to communicate a few simple points in blame-retardant consultantese
  5. I attempt to send this email
  6. I am confronted with a cryptic error message via javascript prompt, saying something like “We’re really sorry, but Domino sucks, so you can’t send out any messages using your email client.”
  7. Over the span of .376 seconds, I move through successive states of surprise, confusion, comprehension, frustration, anger, resentment, resignation, and malaise (actually, mailaise is more accurate.)
  8. I swear: silently if clients are within earshot, out loud if not
  9. I switch to gmail, create a new message, copy the text of my message from the Notes webmail window to Gmail, and send the message to some eagerly waiting recipient
  10. I close the Notes webmail client, and return to business as usual.
  11. I forget that the Notes webmail client cannot send email messages.

Despite following this same path three times per day, five days each week, for the past five weeks, (for a total of ~75 clear examples), I am always surprised when I can’t send a message. I’m no expert on Learning theory but neither lack of attention nor stubbornness explain why seventy-five examples aren’t enough to change my model of how Notes works.
Disciplines including systems theory, biology, and sociology use a concept called resilience. In any stable system, “Resilience generally means the ability to recover from some shock, insult, or disturbance.” From an ecological perspective, resilience “is a measure of the amount of change or disruption that is required to transform a system.” The psychological view emphasizes “the ability of people to cope with stress and catastrophe.”
Apparently, the resilience of my model for email clients is high enough to withstand considerable stress, since – in addition to the initial catastrophe of using Notes itself – seventy-five consecutive examples of failure to work as expected do not equal enough shock, insult, and disturbance to my model to lead to a change my in understanding.
Notice that I’m using a work-around – switching to Gmail – to achieve my goal and send email. In
Resilience Management in Social-ecological Systems: a Working Hypothesis for a Participatory Approach , Brian Walker and several others refine the meaning of resilience to include, “The degree to which the system expresses capacity for learning and adaptation.” This accounts nicely for the Gmail work-around.
I also noticed that I’m relying on a series of assumptions – email clients can send messages; Notes is an email client; therefore, Notes can send messages – that make it logical to use a well established model for email clients in general to anticipate the workings of Notes webmail in particular. In new contexts, it’s easier to borrow an existing model than develop a new one. In short order, I expect I’ll change one of the assumptions, or build a model for Notes webmail.
Here’s a few questions that come to mind:

  1. What factors determine the resilience of a mental model?
  2. How to measure resiliency in mental models?
  3. What’s the threshold of recovery for a mental model?
  4. Put another way, what’s required to change a mental model?

Based on a quick review of the concept of resilience from several perspectives, I’m comfortable saying it’s a valuable way of looking at mental models, with practical implications for information architects.
Some of those implications are:

  1. Understand the relevance of existing mental models when designing new systems
  2. Anticipate and plan the ways that users will form a mental model of the system
  3. Use design at multiple levels to further the formation of mental models
  4. Understand thresholds and resilience factors when challenging existing mental models

From a broader view, I think it’s safe to say the application of systems theory to information architecture constitutes an important area for exploration, one containing challenges and opportunities for user experience practitioners in general, and information architects in particular.
Time to close this post before it gets too long.
Further reading:
Bio of Ludwig Bertalanffy, important contributor to General System Theory.
Doug Cocks Resilience Alliance
Garry Peterson’s blog Resilience Science

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Comment » | Modeling, User Experience (UX)

Three Contexts for the Term “Portal”

June 27th, 2005 — 12:00am

I’m working on a portal project at the moment for a healthcare client, so I’ve heard a great deal about how the concept of ‘portal’ is so diluted as to be effectively meaningless. Following a series of surprisingly muddled conversations with technologists, business types, and end users representatives around the concept for this new portal, I realized that much of the hand-wringing and confusion comes from simple lack of perspective – on the different perspectives represented by each viewpoint. Ambiguity or disagreement about which perspective is the frame of reference in any given discussion is the biggest source of the confusion and friction that makes these projects needlessly difficult.
There are (at least) three different perspectives on the meaning of the term portal.
To technologists and system developers, a portal is a type of solution delivery platform with standard components like authentication, an application server, integration services, and business logic and presentation layers that is generally purchased from a vendor and then customized to meet specific needs. Examples are Plumtree, BEA, IBM, etc.
To users, a portal is a single destination where it’s possible to obtain a convenient and – likely, though not always – personalized combination of information and tools from many different sources. Some examples of this sense of the term include Yahoo, MSN, and a well-developed intranet.
To a business, a portal is a bounded vehicle for aggregating information and tools to address diverse constituent needs in a coordinated and coherent way, with lowered management and administration costs realized via framework features like personalization, customization, and role-based configuration.
One case where all three of these frames of reference intersect is with Executive Dashboard projects. A dashboard is a portal in all three of these senses (unless it happens to rest on a different architecture / technology stack, in which case I maintain that it’s something else, so as an IA it’s prudent to keep in mind the differing implications and assumptions associated with each perspective while dealing with their representatives.

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Comment » | Building Blocks, Dashboards & Portals, Information Architecture, Intranets

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