creating personal profiles across time and distance

www.designforcontext.com @design4context

Duane Degler @ddegler [email protected]

Crea%ng Personal Profiles Across Time and Distance SmartData: 19 August 2015

#SmartDataWeek

CreaCng Personal Profiles Across Time & Distance 19 August 2015 @ddegler #SmartDataWeek

Presenter: Duane Degler

Photo of addiConal presenter here (in

grayscale)

INFORMATION ARCHITECTURE / DESIGN

Understand the models that make informa?on ?ck, and help people get things done.

Duane Degler

This talk . . . Emerging thoughts from work on info discovery, linked data, adapCve UI,

personalizaCon

designforcontext.com/insights/ personal-‐profiles-‐Cme-‐distance-‐smartdata2015


“Time and Distance” ?

•  Going beyond what we tend to see today •  How to consider personalizing user experience for educaCon,

cultural heritage, social environments, medicine, law …?

•  Distance – different situa/ons •  How do our experiences and profiles carry across interacCons with mulCple insCtuCons and domains?

•  Time – longitudinal evolu/on •  How do our experiences and preferences evolve as we learn, experience… and our tastes and needs grow and change?


Now: Typically a closed-‐world scenario

Site

Set of Objects

Site

Set of Objects

Profile

Site

Set of Objects

Profile Profile


Ecosystem

Now: Ecosystems behave as (semi) closed-‐worlds

Site

Set of Objects

Site

Set of Objects

Site

Set of Objects

Profile

Profile Profile Profile


Profile

Ecosystem

Future: Requires open-‐world scenarios

Site

Set of Objects

Site

Set of Objects

Site

Set of Objects

Context Context Context


Emerging Tastes – Considering How Preferences Evolve, Degler, PATCH workshop, 29-‐Mar-‐2015 h[p://www.designforcontext.com/files/patch2015_degler_emerging-‐tastes.pdf

Considera%ons when crea%ng and using personal profiles

•  SituaConal •  Domain models interact with user knowledge

•  Scenarios may be transitory

•  Balancing models with serendipity

•  SituaCons are influenced by social interacCons •  Longitudinal

•  Personal interests emerge over Cme

•  Interests evolve through lifelong experiences •  Profiling can be uneven across descripCve dimensions


Info/Interac%on OBJECTS acted on by Contextual FORCES

DOMAIN MODELS ARE A SOURCE FOR MATCHING CONTENT TO INTERESTS

Tree of Library Classifications, Library of Congress. http://www.loc.gov/pictures/item/2011647038/


Domains have profiles, which our knowledge overlays SITUATIONAL

Knowledge depth

Knowledge breadth

Domain overview


Example: Visi%ng a museum, context informs relevance SITUATIONAL

Domain overview

With children (broader, shallower)

With students (narrower, deeper)

Personal research (deep, cross-‐domain)


SITU

ATION SIGNAL

S SITU

ATION SIGNALS

LocaCon

Co-‐occurring events

Date / Cme

CondiCons

Devices / connecCvity SITU

ATION SIGNAL

S USE

R SIGNAL

S Usage pa[erns

Experience

Interests / profile

History

Community

CONTENT SIGN

ALS

Link relaConships

Text pa[erns

Categories / keywords

Metadata

TASK

SIGNAL

S Outcomes / goals

Rules / requirements

CriCcality

Sequence / status

Frequency for user

Relevance models involve more than content

Suppor>ng Relevance for Users – A Design Challenge Duane Degler, SemTechBiz 3-‐Jun-‐2013 h[p://www.designforcontext.com/insights/supporCng-‐relevance-‐for-‐users

CreaCng Personal Profiles Across Time & Distance 19 August 2015 @ddegler #SmartDataWeek CreaCng Personal Profiles Across Time & Distance 19 August 2015 @ddegler #SmartDataWeek




•  SituaCons are influenced by social interacCons

CONSIDERATIONS WHEN CREATING AND USING PROFILES


ConsideraCons for Using Longitudinal Personal Profiles


Domain models interact with user knowledge

•  InteracCon is purposeful •  Resource seeking •  Knowledge seeking •  Entertainment

•  Social communicaCon / collaboraCon (and as surrogates for others)

•  Rich experience and knowledge = rich and nuanced interacCon

SITUATIONAL


Scenarios may be transitory

•  We must understand the user’s goals/tasks

•  Every goal and task has a performance Cmeline •  SomeCmes it is a single quesCon or single session

•  SomeCmes it is an extended, mulC-‐month or mulC-‐year project

•  When completed, the intensity of focus recedes •  It doesn’t mean the interest disappears, but need for informaCon might

SITUATIONAL


Balancing models with serendipity

•  Guard against over-‐simplicity or rigidity

•  People find delight in new things

•  Knowledgeable experts specifically seek serendipity, discovery

SITUATIONAL


Situa%ons are influenced by social interac%ons

•  Is the focus of my interacCon on me, or on other people? •  If others, how well do I know them? How oken do we interact?

•  How do we discover this?

•  How do we balance the signals?

•  Are my immediate items of focus aligned with my ongoing interests?

SITUATIONAL


Info/Interac%on OBJECTS acted on by Contextual FORCES

DIGITAL OBJECTS RESPOND TO CONTEXTUAL FORCES

© Duane Degler 2009

Autopilot & dynamic feedback


Concept model for dynamic context forces SITUATIONAL

Suppor%ng forces

Limi%ng forces

External suppor%ng forces

External limi%ng forces

Retrieved info

UI components

Serendipity, far transfer

Strongly related objects

Weakly related objects


Time

Distrac%ons

Par%cipant experience

A^en%on

Social connec%on

Knowledge

Place

Goals

Experience

Retrieved info

UI components

Broader, shallower informa%on interac%on e.g. Taking my children to the museum on Saturday a`ernoon

SITUATIONAL


Available informa%on

Distrac%ons

Student experience

Device types

Subject focus

Knowledge

Place

Student mo%va%on

Device loca%on awareness

Retrieved info

UI components

Deeper, narrower informa%on interac%on e.g. Taking my college students to the museum on Wednesday morning

SITUATIONAL


Cross-‐domain experience

Collaborators

Resource management Time

Device capabili%es

Project Goal

Available informa%on

Subject knowledge Retrieved info

UI components

Deep, cross-‐domain informa%on interac%on e.g. Conduc%ng research as part of my next book

SITUATIONAL


Opportuni%es for UI / User Experience

OPPORTUNITIES FOR UI / USER EXPERIENCE

Cleveland Museum of Art, Gallery One, Howard Agressi, h[p://www.clevelandart.org/gallery-‐one

More than Information Retrieval


Context profile adding user control when mobile

Traveling (work)

At home Out to play Traveling (work) Traveling (vacaCon) Research Personal interests Family interests

Ignore profile

INTERACTION


Duane Account Workspaces >Logout

Search this site

Duane Account Workspaces >Logout

Search this site

Ac>ve profile: CogniCve paper (Research) At home Out to play Traveling Research:

CogniCve paper Historical methods class Lifestyle percepCon book

Personal interests Family interests

Ignore profile in this session

Context profile applied to search and naviga%on INTERACTION


Context profile as a lens filter on a results page

Terms: Impressionist light soken Landscapes European art Ac>ve profile: Book research

Search within

Your Search Criteria

Search Results (135 of 358 results)

× ×

Genre

− + ArCsts

− + Media

− + Availability

− +

Book research ×

INTERACTION


Context profile as a drop-‐down filter on related links

Louis Marcoussis: Catalogue raisonné de l'oeuvre gravé. Solange Milet. 1991

French PainCngs in the collecCon of Mr. and Mrs. John Hay Whitney John Rewald. 1956

The World's Most InfluenCal Painters and the ArCsts They Inspired David Gariff, Eric Denker, and Dennis P. Weller. 2009

Tout l'oeuvre peint de MaCsse 1904-‐1928 Pierre Schneider, Massimo Carra and Xavier Deryng. 1982

Focus not applied

Related Content

Focus level

Related Content

Set your focus for content:

þ Landscapes þ People in nature

þ French arCsts þ European arCsts þ Oils þ Watercolors þ Sketches

þ On display in gallery þ Online collecCon þ Online, open access

cancel

Louis Marcoussis: Catalogue raisonné de l'oeuvre gravé. Solange Milet. 1991

Set

General Specific

Focus seungs

Related Content

Genre

− + ArCsts

− + Media

− + Availability

− +

INTERACTION


Portable interests in gallery

Users take their selecCons with them through the museum’s galleries

Cleveland Museum of Art: Gallery One

Take a Deep Dive into Gallery One at the Cleveland Museum of Art, Jane Alexander, http://www.slideshare.net/JaneAlexander2/take-a-deep-dive-into-gallery-one-at-the-cleveland-museum-of-art

INTERACTION


Portable profile: Carry interests to different loca%ons?

National Gallery of Art

Rousseau, Henri French 1844-1910

-Tropical Forest with Monkeys

-The Equatorial Jungle

Phillips Collection

Anonymous 19th Century American c. 1880

-Tropical Forest with Birds

2

1


Personaliza%on models evolve through lifelong experiences

PERSONALIZATION MODELS EVOLVE THROUGH LIFELONG EXPERIENCES

Bartholomeus van der Helst, The Governors of the Kloveniersdoelen, Amsterdam Museum h[p://www.amsterdammuseum.nl/


Our knowledge grows with experience LONGITUDINAL

IniCal exposure Increased learning Deeper understanding/knowledge

Algorithms need to recognize when learning and exploraCon are happening, rather than tasks focused on accessing “known” informaCon.

Likely reduced signal priority


Our personal profiles refine by incorpora%ng our situa%ons LONGITUDINAL

Transient interest

SituaC

ons

Longitu

dinal Profile


Domain overview

Domain cross-‐walks extend our understanding SITUATIONAL

Domain overview

Domain cross-‐walks encourage knowledge growth and support serendipity


Not just content profiles: Tasks produce learning pa^erns

1 2 3 4 5 Yellow brick road (set path)

A

G

D

S N

8 Family Circus (wandering)

1b

1c

1d

Spelunking (deep dive)

Window shopping (look-‐leave-‐look)

! Serendipitous (‘aha’ discovery)

LONGITUDINAL

Suppor>ng Relevance for Users – A Design Challenge Duane Degler, SemTechBiz 3-‐Jun-‐2013 h[p://www.designforcontext.com/insights/supporCng-‐relevance-‐for-‐users


•  Longitudinal •  Personal interests emerge over Cme






Personal interests emerge over %me

•  Some things are “in the moment” – some “stay with you”

•  LasCng signals may be addiCve, becoming more focused over Cme

•  In any situaCon, do I value the object, or the experience? •  InteracCon may not be the same as long-‐term interest

LONGITUDINAL


Interests evolve through lifelong experiences

•  Personal profiles are informed by a rich array of experiences, not just formal interacCons

•  EducaConal and cultural exposure •  Travel •  Local experiences •  ConversaCons •  Casual and brief engagement

•  How well do we understand the transiCon from “experience” to knowledge?

•  Is it the case that the more we know, the less we need to be shown?

•  Greater interest in cross-‐domain interacCons, specificity – and serendipity

LONGITUDINAL


Profiling can be uneven across descrip%ve dimensions

•  What a[ributes ma[er?

•  If the a[ributes of an object itself change in future, does that change my interest in it? Or the map between it and my profile?

•  With increasing richness and diversity comes complexity

LONGITUDINAL





•  SituaCons are influenced by social interacCons

•  Longitudinal •  Personal interests emerge over Cme





www.designforcontext.com @design4context

Duane Degler @ddegler [email protected]

Crea%ng Personal Profiles Across Time and Distance SmartData: 19 August 2015

#SmartDataWeek

creating personal profiles across time and distance

Data & Analytics