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Knowledge Cartography

Screen Shot 2015-08-24 at 2.06.53 pmKnowledge Cartography for mapping wicked problems:
questions, ideas, arguments and sources

There is a long lineage of software development efforts focused on how we can better support reflective deliberation around complex dilemmas. Such tools differ in two key respects from conventional documents, threaded discussion forums or flat comment listings:

  1. Introduce a language that slows the participants down by requiring them to consider what is the nature of my contribution? Instead of simply writing down ideas as lists or prose, these tools ask you to consider if you are raising a new, important question, a position or idea, or an argument of some sort.
  2. Make the structure of the dialogue visible as a tree/network — you can literally ‘see what you’re saying’. A notation called IBIS (Issue-Based Information System) has emerged as a ‘lingua franca’ that seems to provide an acceptable degree of useful structure.

    This can be done with pen and paper, but visual hypertext tools add infinite space and powerful ways to connect contributions. The screen below shows how IBIS is rendered in Compendium, a visual hypertext application developed by a team led by CIC’s Simon Buckingham Shum over a decade’s R&D in collaboration with colleagues in the U.S. (building on and extending the groundbreaking work by Jeff Conklin Al SelvinMaarten Sierhuis). Learn more at the Compendium Institute. Compendium is available as a free, open source desktop Java app that runs on Mac/Win/Linux.

Screen Shot 2015-08-18 at 4.01.38 pm

Compendium’s visual language for IBIS. Key to the numbered elements in the image: [1] Drag and drop nodes from the palette on the left of the screen onto the map. [2] Question-, light-bulb-, and handshake icons with (named) links in order to capture and link key issues, ideas, arguments and decisions. [3] Relevant media resources/websites can be linked into this discussion. (Users can also create their own palettes of icons.) [4] A digit superimposed on a node means that it appears in more than one map, i.e. the same idea or document can play roles in multiple contexts and conversations, yet be linked. [5] User-defined keyword tags can be annotated onto nodes to help when searching for related material across multiple maps

Learn more. . .

Events

Two members of CIC’s team have been involved with visual sensemaking tools such as this: Simon Buckingham Shum and Kailash Awati. Events to introduce IBIS mapping and Compendium to UTS colleagues and partners have been run in collaboration with Paul Culmsee, one of the world’s leading practitioners of Issue/Dialogue Mapping. See July 2015 Workshop and May 2017 Workshop.

Example Maps

Dialogue/Issue Mapping videos from Jeff Conklin and Paul Culmsee: practitioners with years of experience working with clients on truly wicked problems

Compendium Institute tutorial and exercises: detailed walkthrough of Compendium’s functionality

Examples of Compendium linked to a talk to PhD students on thinking about Research as Hypermedia Narrative.

Compendium Map Exchange where people shared their web maps, e.g. Why greens must learn to love nuclear power.

For those interested in critical thinking — Compendium Argumentation Scheme Templates: In normal Dialogue/Issue mapping, arguments are captured relatively informally as Pros/Cons, linked to Ideas via supports/challenges links. However, there are many kinds of arguments commonly used in everyday, which come with a lot of implicit assumptions that can be worth teasing out. There is a way to unpack these using Argumentation Schemes, which we have rendered visually as Compendium templates. See this example: Visualizing and challenging racist argumentation.

Publications

Interactive visual tools for mapping wicked problems are the focus of a longitudinal research program, reflected in the books, papers, projects and impact outlined below.

Books

Selvin, A. and Buckingham Shum, S. (2015). Constructing Knowledge Art: An Experiential Perspective on Crafting Participatory RepresentationsHuman-Centred Informatics Series (Ed. John M. Carroll). Morgan & Claypool.

Okada, A., Buckingham Shum, S. and Sherborne, T. (Eds.) (2008; 2014). Knowledge Cartography: Software Tools and Mapping Techniques. London, UK: Springer. (Second Edition)

Paul Culmsee and Kailash Awati (2011). The Heretic’s Guide to Best Practices: The Reality of Managing Complex Problems in Organisations. iUniverse.

Kirschner, P.A., Buckingham Shum, S.J. and Carr, C.S. (Eds.) (2003). Visualizing Argumentation: Software Tools for Collaborative and Educational Sense-Making. London, UK: Springer.

Papers

Selvin, A.M., Buckingham Shum, S. and Aakhus, M. (2012). The Practice Level in Participatory Design Rationale: Studying Practitioner Moves and Choices. In: John M. Carroll (Ed.), Creativity and Rationale: Enhancing Human Experience by Design. Springer: London. ISBN 978-1-4471-4111-2. Reprinted from Human Technology, 2010, 6, (1), pp. 71- 105.

Bailey, H., Bachler, M., Buckingham Shum, S., Le Blanc, A., Popat, S., Rowley, A. and Turner, M. (2009). Dancing on the Grid: Using e-Science Tools to Extend Choreographic Research. Philosophical Transactions of the Royal Society A, 13 July 2009, Vol. 367, No. 1898, pp. 2793-2806.

Sierhuis, M. and Buckingham Shum, S. (2008). Human-Agent Knowledge Cartography for e-Science: NASA Field Trials at the Mars Desert Research Station. In: Okada, et al. (Eds.), Knowledge Cartography: Software Tools and Mapping Techniques. Springer: London.

Buckingham Shum, S., Selvin, A., Sierhuis, M., Conklin, J., Haley, C. and Nuseibeh, B., (2006). Hypermedia Support for Argumentation-Based Rationale: 15 Years on from gIBIS and QOC. In: Dutoit, A.; McCall, R.; Mistrik, I. and Paech, B. (Eds.) Rationale Management in Software Engineering, pp.111-132. Springer-Verlag: Berlin.

Buckingham Shum, S., MacLean, A., Bellotti, V., & Hammond, N. (1997). Graphical Argumentation and Design Cognition. Human-Computer Interaction, 12, (3), pp. 267-300

Non-academic impact summary

UK Research Excellence Framework 2014: Impact Case Study (Compendium)

Example projects

UK Joint Research Councils e-Dance Project

European Union Catalyst Project

UK EPSRC Election Debate Visualisation Project

UK EPSRC/eScience CoAKTinG Project (NASA Field Trials)

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