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Activating Research Collaboratories with Collaboration Patterns Ticer Summer Course 2009 Aldo de Moor   CommunitySense the Netherlands WWW.COMMUNITYSENSE.NL
Seeing the system for the tools?
(Online) communities Communities Strong, lasting interactions Bonds between members Common space Sense of community Great variation of social, professional, and collaborative communities
Collaborative communities Collaborative communities Common goals Effective/efficient communication Perform/coordinate work Community governance structures/processes Common space = Internet + face-to-face Ecosystems of people and technologies Prime example:  research collaboratories Collaboratories network-based facility and organizational entity that spans distance, supports rich and recurring human interaction oriented to a common research area, fosters contact between researchers who are both known and unknown to each other, and provides access to data sources, artifacts and tools required to accomplish research tasks  (www.scienceofcollaboratories.org) evolving  socio-technical systems  of people and tools aimed at providing environments for effective and efficient collaboration (De Moor 2004)
Research collaboratories as socio-technical systems Tool system Academic Libraries Faculties Social system “ virtual research support centre” University researchers External Knowledge Management Community ? Librarians “ 1.0” “ 2.0” + Library/ICT  resources
Tool systems  Tool system the system of  integrated  and  customized  information and communication  tools  tailored to the specific  information ,  communication , and  coordination requirements  of a  collaborative community No standard solutions Socio-technical systems design Collaborative communities need to  evaluate  the  functionalities  in their unique  context of use   Understand the  purpose  of the technologies in this context Adopt a  process  view Example: co-authoring a call for papers
Co-authoring tool system v1  Author 1 Author 2 Version Author 2 Version Author 1 Version Author 3 Author 3
Co-authoring tool system v2  Author 1 Author 2 Version Author 2 Version Author 1 Version Author 3 Author 3 Conference
Co-authoring tool system v3  Author 3 / Editor Author 1 Author 2 Conference Agreed lines (Modified) paragraphs Chat Version Author 1 Version Author 1 Version Author 1 Version-in Progress
Towards socio-technical solutions Research problem online collaborative communities Limited participation Not  lack of motivation Many self and other-oriented motives to get critical mass, e.g. in Wikipedia Lack of  activation   Fragmentation of communicative acts across tool system functionalities R&D objectives Frame these activation problems Model socio-technical design solutions Harvest, steward, disseminate these solutions: librarians to the rescue
Socio-technical system view Communication Purposes Focused Sustained Evolving Communication Forms Discussing Debating Questioning Consoling … Community Context Domains Purposes Activities Communication Support ? Social  System Technical  System Authoritative Definitions Ministry of  Education Wikipedia “ Best  encyclopedia”  “ Better   laws”  Discuss Comprehensive Definitions
Socio-technical system development Do not focus on the tools, focus on the  context of use Pay attention to collaborative requirements, e.g.  sociability “ The purpose of an online community, its participants, and governing structure all influence how individuals interact and determine the character of the community” (Preece, 2000) System development 2.0 Analysis:  involve community in definitions of goals, processes, and roles Design : trial-and-error is okay! Implementation : configuration, scripting Evaluation : community “doing” Web 2.0
Modeling pragmatic communication processes From  potential  functionalities to  actual  use Theories Language/Action Perspective Language as coordination mechanism, focusing on communicative interactions Pragmatic Web Moving the research focus from semantics to pragmatics, from representing to  using  meaning   (De Moor, 2005) Applying appropriate web technologies to help improve the quality and legitimacy of collaborative, goal-oriented discourses in communities (Schoop et al, 2006) Build a socio-technical infrastructure that supports the negotiation of meaning and the coordination of action (Aakhus, 2007) Research question How to model activation in collaborative communities using distributed tool systems?
Collaborative community activation Collaborative community activation supporting the  initiation ,  execution , and  evaluation  of  goal -oriented  (online) communication processes  to increase the effectiveness and efficiency of collaboration Outline Digital class case Conceptual model of online collaborative communities Collaboration patterns Applications
Case: a digital class community Who 19 Information Management students What Create group report on design of parliamentary research information system When  8 weeks + evaluation session How Face-to-face lectures, parallel digital class Tool system Blackboard (Learning Management System) Set of blogs GRASS (Group Report Authoring Support System) Scoring tool
The GRASS authoring tool
Group report authoring workflow Wk1 Wk 2 Wk3 Wk4 Wk5 Wk6 Theory interpretation (blogs) Case information collection (blog) Report authoring (GRASS) Wk7 Wk8
Results 63-page report created in 8 weeks by 18 authors Most students scored much higher than the minimum required Survey among students Digital study class better than face-to-face study class Overall design of tool system plus workflow adequate Blog posting/commenting plus GRASS position definition/taking and argument creation functionalities easy to learn Problems Blog creation easy, however, following what was happening too difficult Fragmentation of discussion considered a major problem -> ‘ blog monitor’ helped to reduce sense of fragmentation and to increase participation
Activation lessons learnt Incentives  for individual students to participate Minimum score required to qualify for exam Overview of current scores per student visible to all Vouchers Improving the  awareness of activities   within individual tools Indented instead of linear comments in blog Creating “meta-tools” to keep  awareness of activities   across tools “ Blog monitor”
A conceptual model of online collaborative communities (1) Tool system the system of  integrated  and  customized  information and communication  tools  tailored to the specific  information ,  communication , and  coordination requirements  of a  collaborative community Tool system levels Systems : “group report writing system” Tools : “blogs”, “courseware”, “authoring support tool”  Modules : “position definition/taking”, “argument creation” Functions : “add argument pro”, “add argument con”
A conceptual model of online collaborative communities (2) Usage context Goals Activities : operationalized goals, with deliverable “ writing a group report” Aspects : abstract goals, across processes and structures “ legitimacy”, “efficiency” Actors Detailed role ontologies “ Administrator”, “Facilitator”, “Member” “ WikiChampion”, “WikiZenMaster”  “ Position Defender”, “Argument Summarizer”, “Report Conclusion Editor” Domains Professional culture, work practices, …
Collaboration patterns Patterns Define relatively stable solutions to recurring problems at the right level of abstraction Collaboration patterns Capture socio-technical lessons learnt in optimizing the effectiveness and efficiency of collaboration processes Typology of collaboration patterns (De Moor, 2006) Goal patterns Communication patterns Information patterns Task patterns Meta-patterns
Goal patterns Capture community and individual objectives “ finished group report within two weeks”, “produce 3 arguments contra position X”
Communication patterns Communicative workflow and norm definitions describing acceptable and desired communicative interactions (focus on (1) initiation, evaluation stages of communicative workflows, (2) roles played by members) “ Each student   must   define positions and pro-arguments for an assigned report section .  All students   may   comment on these positions , but  assigned students   must   define arguments pro or con . At the end of this stage,  all students   must   take the defined positions .”
The case: an enabled communication pattern (before)
The case: an enabled communication pattern (after)
Collaboration pattern sources SLA Innovation Laboratory http://www.sla.org/innovate/ Science of Collaboratories http://www.scienceofcollaboratories.org/ WikiPatterns site http://www.wikipatterns.com Public Sphere project http://www.publicsphereproject.org/patterns Community Informatics Research Network http://www.ciresearch.net/
Collaboration pattern testbeds http://events.kmi.open.ac.uk/essence/
Librarians 2.0 Stephen Abram (Ticer, 2008) From content to context Teach students (researchers) the processes to let them get the facts when they need them Work with information ecologies and communities Librarians are accessible individuals with unique skills who interact intensively with their student (researcher) community, supported by Web 2.0 technologies Librarians are key socio-technical system experts From focus on basic information technologies, resources, and individual information retrieval support To focus on collaboration and communication processes and systems Librarians are THE  scouts, scribes, and supporters Collaboration pattern stewards Collaborative working system architects
Library 2.0 – From tools to systems Users Collaboration patterns + Content and technologies Collaborative working systems  elicitation specification analysis Librarians Developers + Library/ICT  resources Web 2.0 tools/ services
Library 2.0 - Tasks Maintain collaboration pattern knowledge bases with  reusable  best practices Informal : wikis Formal : Semantic/Pragmatic Web pattern bases Specify  customized  collaborative working systems using these patterns Provide  activation support  for socio-technical systems Configurations/scripts Workflow enactment Wizards for complex research process design/support  across tool boundaries Grow best-practice research, education, and knowledge  communities  with local and global members  Support the whole  lifecycle  of communities Act as the  linking pins  between communities

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Activating Research Collaboratories with Collaboration Patterns

  • 1. Activating Research Collaboratories with Collaboration Patterns Ticer Summer Course 2009 Aldo de Moor CommunitySense the Netherlands WWW.COMMUNITYSENSE.NL
  • 2. Seeing the system for the tools?
  • 3. (Online) communities Communities Strong, lasting interactions Bonds between members Common space Sense of community Great variation of social, professional, and collaborative communities
  • 4. Collaborative communities Collaborative communities Common goals Effective/efficient communication Perform/coordinate work Community governance structures/processes Common space = Internet + face-to-face Ecosystems of people and technologies Prime example: research collaboratories Collaboratories network-based facility and organizational entity that spans distance, supports rich and recurring human interaction oriented to a common research area, fosters contact between researchers who are both known and unknown to each other, and provides access to data sources, artifacts and tools required to accomplish research tasks (www.scienceofcollaboratories.org) evolving socio-technical systems of people and tools aimed at providing environments for effective and efficient collaboration (De Moor 2004)
  • 5. Research collaboratories as socio-technical systems Tool system Academic Libraries Faculties Social system “ virtual research support centre” University researchers External Knowledge Management Community ? Librarians “ 1.0” “ 2.0” + Library/ICT resources
  • 6. Tool systems Tool system the system of integrated and customized information and communication tools tailored to the specific information , communication , and coordination requirements of a collaborative community No standard solutions Socio-technical systems design Collaborative communities need to evaluate the functionalities in their unique context of use Understand the purpose of the technologies in this context Adopt a process view Example: co-authoring a call for papers
  • 7. Co-authoring tool system v1 Author 1 Author 2 Version Author 2 Version Author 1 Version Author 3 Author 3
  • 8. Co-authoring tool system v2 Author 1 Author 2 Version Author 2 Version Author 1 Version Author 3 Author 3 Conference
  • 9. Co-authoring tool system v3 Author 3 / Editor Author 1 Author 2 Conference Agreed lines (Modified) paragraphs Chat Version Author 1 Version Author 1 Version Author 1 Version-in Progress
  • 10. Towards socio-technical solutions Research problem online collaborative communities Limited participation Not lack of motivation Many self and other-oriented motives to get critical mass, e.g. in Wikipedia Lack of activation Fragmentation of communicative acts across tool system functionalities R&D objectives Frame these activation problems Model socio-technical design solutions Harvest, steward, disseminate these solutions: librarians to the rescue
  • 11. Socio-technical system view Communication Purposes Focused Sustained Evolving Communication Forms Discussing Debating Questioning Consoling … Community Context Domains Purposes Activities Communication Support ? Social System Technical System Authoritative Definitions Ministry of Education Wikipedia “ Best encyclopedia” “ Better laws” Discuss Comprehensive Definitions
  • 12. Socio-technical system development Do not focus on the tools, focus on the context of use Pay attention to collaborative requirements, e.g. sociability “ The purpose of an online community, its participants, and governing structure all influence how individuals interact and determine the character of the community” (Preece, 2000) System development 2.0 Analysis: involve community in definitions of goals, processes, and roles Design : trial-and-error is okay! Implementation : configuration, scripting Evaluation : community “doing” Web 2.0
  • 13. Modeling pragmatic communication processes From potential functionalities to actual use Theories Language/Action Perspective Language as coordination mechanism, focusing on communicative interactions Pragmatic Web Moving the research focus from semantics to pragmatics, from representing to using meaning (De Moor, 2005) Applying appropriate web technologies to help improve the quality and legitimacy of collaborative, goal-oriented discourses in communities (Schoop et al, 2006) Build a socio-technical infrastructure that supports the negotiation of meaning and the coordination of action (Aakhus, 2007) Research question How to model activation in collaborative communities using distributed tool systems?
  • 14. Collaborative community activation Collaborative community activation supporting the initiation , execution , and evaluation of goal -oriented (online) communication processes to increase the effectiveness and efficiency of collaboration Outline Digital class case Conceptual model of online collaborative communities Collaboration patterns Applications
  • 15. Case: a digital class community Who 19 Information Management students What Create group report on design of parliamentary research information system When 8 weeks + evaluation session How Face-to-face lectures, parallel digital class Tool system Blackboard (Learning Management System) Set of blogs GRASS (Group Report Authoring Support System) Scoring tool
  • 17. Group report authoring workflow Wk1 Wk 2 Wk3 Wk4 Wk5 Wk6 Theory interpretation (blogs) Case information collection (blog) Report authoring (GRASS) Wk7 Wk8
  • 18. Results 63-page report created in 8 weeks by 18 authors Most students scored much higher than the minimum required Survey among students Digital study class better than face-to-face study class Overall design of tool system plus workflow adequate Blog posting/commenting plus GRASS position definition/taking and argument creation functionalities easy to learn Problems Blog creation easy, however, following what was happening too difficult Fragmentation of discussion considered a major problem -> ‘ blog monitor’ helped to reduce sense of fragmentation and to increase participation
  • 19. Activation lessons learnt Incentives for individual students to participate Minimum score required to qualify for exam Overview of current scores per student visible to all Vouchers Improving the awareness of activities within individual tools Indented instead of linear comments in blog Creating “meta-tools” to keep awareness of activities across tools “ Blog monitor”
  • 20. A conceptual model of online collaborative communities (1) Tool system the system of integrated and customized information and communication tools tailored to the specific information , communication , and coordination requirements of a collaborative community Tool system levels Systems : “group report writing system” Tools : “blogs”, “courseware”, “authoring support tool” Modules : “position definition/taking”, “argument creation” Functions : “add argument pro”, “add argument con”
  • 21. A conceptual model of online collaborative communities (2) Usage context Goals Activities : operationalized goals, with deliverable “ writing a group report” Aspects : abstract goals, across processes and structures “ legitimacy”, “efficiency” Actors Detailed role ontologies “ Administrator”, “Facilitator”, “Member” “ WikiChampion”, “WikiZenMaster” “ Position Defender”, “Argument Summarizer”, “Report Conclusion Editor” Domains Professional culture, work practices, …
  • 22. Collaboration patterns Patterns Define relatively stable solutions to recurring problems at the right level of abstraction Collaboration patterns Capture socio-technical lessons learnt in optimizing the effectiveness and efficiency of collaboration processes Typology of collaboration patterns (De Moor, 2006) Goal patterns Communication patterns Information patterns Task patterns Meta-patterns
  • 23. Goal patterns Capture community and individual objectives “ finished group report within two weeks”, “produce 3 arguments contra position X”
  • 24. Communication patterns Communicative workflow and norm definitions describing acceptable and desired communicative interactions (focus on (1) initiation, evaluation stages of communicative workflows, (2) roles played by members) “ Each student must define positions and pro-arguments for an assigned report section . All students may comment on these positions , but assigned students must define arguments pro or con . At the end of this stage, all students must take the defined positions .”
  • 25. The case: an enabled communication pattern (before)
  • 26. The case: an enabled communication pattern (after)
  • 27. Collaboration pattern sources SLA Innovation Laboratory http://www.sla.org/innovate/ Science of Collaboratories http://www.scienceofcollaboratories.org/ WikiPatterns site http://www.wikipatterns.com Public Sphere project http://www.publicsphereproject.org/patterns Community Informatics Research Network http://www.ciresearch.net/
  • 28. Collaboration pattern testbeds http://events.kmi.open.ac.uk/essence/
  • 29. Librarians 2.0 Stephen Abram (Ticer, 2008) From content to context Teach students (researchers) the processes to let them get the facts when they need them Work with information ecologies and communities Librarians are accessible individuals with unique skills who interact intensively with their student (researcher) community, supported by Web 2.0 technologies Librarians are key socio-technical system experts From focus on basic information technologies, resources, and individual information retrieval support To focus on collaboration and communication processes and systems Librarians are THE scouts, scribes, and supporters Collaboration pattern stewards Collaborative working system architects
  • 30. Library 2.0 – From tools to systems Users Collaboration patterns + Content and technologies Collaborative working systems elicitation specification analysis Librarians Developers + Library/ICT resources Web 2.0 tools/ services
  • 31. Library 2.0 - Tasks Maintain collaboration pattern knowledge bases with reusable best practices Informal : wikis Formal : Semantic/Pragmatic Web pattern bases Specify customized collaborative working systems using these patterns Provide activation support for socio-technical systems Configurations/scripts Workflow enactment Wizards for complex research process design/support across tool boundaries Grow best-practice research, education, and knowledge communities with local and global members Support the whole lifecycle of communities Act as the linking pins between communities

Editor's Notes

  • #2: - communities for e-collaboration