Академический Документы
Профессиональный Документы
Культура Документы
n
Z
z y x y x RS
1
)) , , ( (Item ) , ( (Equation 2)
The TreeMap allows the identification, in a simple and faster way, of areas that will be
most affected by the researchers departure. However, this visualization lacks the perception
of a knowledge "gap" among researchers and their ability to learn. To counter this limitation,
line, polar charts were used. This kind of visualization generates a space perception of
competences, facilitating the identification of the knowledge "gap" and the ability to learn
amongst researchers.
3.3. Searching for substitutes
The goal of this step is to point the user the substitute candidate. For this, the competences
of selected context are used and if necessary MBTI profile, learning ability and level of
researchers interest also can be used. Figure 2 illustrates the screen for consultation.
)) , ( * ) , ( ( ) , ( x y CS y x CR y x RC
(Equation 1)
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Figure 2. Screen for consultation of Searching Substitute step.
3.3.1. Polar and line visualization: Polar or line visualizations may be used in the
identification of such similarities, which are represented in the graph as the difference
between the areas corresponding to the candidates and the substitute's degree of competence.
Only the relevant competences in the selected context will be used in this comparison. The
following items will be used to generate these visualizations: (1) Context competences:
represents the competences of the selected area that can be used to determine the relevant
semantics. Only researchers who have all the competences selected in the consultation part of
the comparison; (2) Only the relevant: determines if all researcher competences or only those
relevant to the context are shown in the visualization. This option allows irrelevant
competences in the context which, although needed for the comparison, are to be used in the
similarity analysis; (3) Visualization types: defines the type of visualization, line or polar
charts; (4) Weight: sets the weight (relevance) that items referring to the executed activities of
the context (i.e., project experiences, publications on the subject, orientations, etc) will have
on the valuation of the competence degree, ranging from 1 to 10. It is important to point that
the set of items used in weighing varies from one context to another.
The importance of the researcher competences is ones area is set by equation 3, where CI
(x, y, z) is the importance of competence "x" of participant "z" in area "y". CS (x, y, z) is the
value of "x" (1-10) in "y", multiplied by the value of "x" (1-3) in "z". So the importance given
to the associated value will be greater than that assigned to the items. While Item (x, y, z, w)
represents the total of elements of type "w" that "z" related to the "x" in "y". Finally, W (w) is
the weight that item "w" will have in the calculation of the degree of "x", which varies from 1
to 10. For example, let us suppose researcher "A" has 10 tasks, 20 publications and 15
materials in project "B", and that competence "c1" holds high importance (value 3) in "A" and
6 in B. Additionally, the user assigned weight 8 to the item "publications". Therefore, CI
(c1, B, A) = (6 x 3) + (10 x 0.1x 1) + (20 x 0.1x 8) + (15 x 0.1 x 1) = 18 + 1 + 16 + 1.5
= 36.5.
u
n
w
w W w z y x z y x CI
1
)) ( ) , , , ( (Item z) y, CS(x, ) , , (
(Equation 3)
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Figure 3. Line Visualization.
Figure 3 and Figure 4 show an example of line and polar visualization. Both are made by
two parts. The upper part compares the competences of the researcher that is to be replaced
and the (each) possible substitutes in the selected context. The same type of comparison is
shown in the bottom part but all candidates are displayed on the same screen simultaneously.
If the area under examination has more than five researchers, only the five most similar are
displayed in the visualization to avoid confusion. In this example (Figure 3 and Figure 4), we
have 3 candidates to substitute the researcher Jonice on the project entitled Scientific
Knowledge Management.
Figure 4. Polar Visualization.
Red: Competence
Degree as
required by the
Other Colours: Competence
Degree of likely substitutes
Blue: Competence Degree
of the person who is to
leave the community
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3.3.2. Learning flow visualization of competence and interest: In this paper, learning
flow refers to the farthest point reached by a person in learning about a particular subject
(competence or interest) over a period of time. In the GCC, competence is an subject
dominated by the researcher, something one has already researched or worked with, whereas
interest represents something a researcher wants to learn. As a researcher advances ones
learning on a particular interest, it may turn into a competence.
The purpose of "Learning Flow Visualization of Competence" helps the user to discover
how a researcher learned or used a competence, over a certain length of time. Sometimes,
during the calculation of similarity amongst researchers competences, subjects can display
the same level on a given competence. However, when considering the temporal aspect that
level can vary. The temporal aspect allows the user to know which researchers worked most
recently with a competence and it can be decisive to identify a suitable person. The same
considerations made for competences apply to interest. The difference is that interest
visualization is used when no researcher has the competence being sought by the user.
In the learning degree identification we use the frequency with which the person interacted
on a subject of their interest. This interaction can be done in an electronic meeting, forum
access and posting of material, sending of e-mails and what one wrote in a personal blog.
Figure 5 shows an example of the learning flow visualization of competence. Each line
represents a researcher, where the name of the competence to be examined is on the title of
the graph generated and the knowledge level in a competence is given in the column "Total".
The number of graphs generated is equal to the number of competences analyzed, while the
value of the competence is the amount of items relating to it in the consideration context.
Figure 5. Learning Flow Chart for the Knowledge Management
Competence.
3.3.3. Visualization of MBTI (Myers-Briggs Type Indicator) similarity: MBTI [4] is an
instrument for measuring a persons preferences, using four basic scales with opposite poles.
The four scales are: (1) extraversion/introversion; (2) sensate/intuitive; (3) thinking/feeling;
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and (4) judging/perceiving. The various combinations of these preferences produce 16
personality types [13] [4]. Types are typically denoted by four letters; for example, INTJ
(Introversion, Intuition with Thinking and Judging), to represent ones tendencies on the four
scales. A profile for each of the sixteen types has been developed. Each profile consists of a
list of characteristics frequently associated with ones type. In the GCC, the persons
preferences are determined by responses to an on-line questionnaire.
The purpose of the MBTI visualization is differentiated, as it takes into account the
characteristics of the researchers psychological profile and not ones competence. Hence its
use on two points: (1) When the visualization (line and polar) for the analysis of competence
similarities indicates more than a substitute, the MBTI visualization can be used as a
resolution criterion; and (2) When the persons preferences are more important than ones
own competences, only the MBTI visualization can be used to indicate an appropriated
substitute for a research staff member.
Figure 6 shows the visualization of MBTI similarity which is set by the number of the
equivalent scale. At the centre of the visualization is the researcher to be replaced, and the
distance between the image decreases as the similarity among the profiles. The user can
define two types of search: "Referenced Type" and "My Criteria." In the first, the
characteristics of the MBTI profile of the researcher being replaced are used as a parameter
for the search, while the characteristics of the MBTI profile are manually defined by the user
in the second one. Positioning the cursor over the balloon icon displays a description of each
item.
Figure 6. Visualization of MBTI Similarity.
4. Related work
According to Reichling, T. et al. [14], a recommendation system for specialists (SRSs)
returns references to human actors who are identified as specialists in the required domain.
Thus, we can classify this work as being a SRS, given it recommends replacement researchers
based on the similarity amongst ones own competences and the ones of the replaced person.
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There are several SRSs developed, such as HALe [15], Navigator [16], and Tabuna [14],
amongst others. They use various profile building techniques, recommendation approaches
and criteria for determining whether a person is an expert and in what area of knowledge. But
none of these systems considers the importance of visualization during the identification of
the specialist. We believe that a SRS using techniques of information visualization can be
more efficient, as it aggregates relevant information into visual forms and provides
mechanisms that enable the operation of that set of information, allowing more
recommendations directed to the needs of the user. This section presents some jobs that are
used in the recommendation of experts. In this work, researchers are recommended based on
their similar competences and other characteristics described on previous chapter. This
approach filters information of a context, avoiding the analysis of information that is not
relevant to the context. Another advantage of this work is the use of visualization techniques
which, through their operation, increase the perception of all information returned, facilitating
its analysis. There are several works on visualization techniques, but the majority of them do
not use different visualization techniques to analyze different facet of a profile. Fewer enable
dynamic interaction.
To examine many attributes related to the scientific scenario in order to identify
similarities amongst researchers and their scientific productions, the recommendation of
possible communities would not be practical. It is in this sense that visualization techniques
contribute to transmit, in a single screen, and aggregate information that can be easily
interpreted by the user. Thus, this work overcomes a limitation found in most expert
recommendation systems that is the static way in which the result is displayed [17].
This work also allows the change of the indicators relevance, as used in the comparison of
similar researchers, and this allows customizing the search according to ones own interests
such as, for example, the search for researchers who worked in projects that use the
competences sought, or with a large number of publications. On Brazilian Scientific
Scenario, we do not have SRSs using visualization techniques.
5. Conclusions and future work
This paper presented an approach, implemented through the BEE computational tool for
researchers looking for substitutes on scientific scenario. The GCC infrastructure and its main
features were also discussed. Moreover, concepts were presented on Information
Visualization and the benefits of its use.
The use of visualizations during data analysis enables information aggregation and
consequently expands cognition as it allows people to observe in detail and to detect patterns,
acquiring information that would be difficult to analyze and to understand. This point places
BEE above other SRSs (specialists' recommendation systems) that do not consider the
benefits of visualization during the final result analysis. Furthermore, BEE also allows a
better gauging of competences on the comparison of similar researchers, allowing user-
customized searches, according to ones own interests.
As future work, we intended to evaluate the usability of this tool through a real-life case
study, using groups from different domains in our university, with the following expansion of
this study in different Brazilian universities. Besides, we will analyze the recall and precision
metrics, improving the accuracy, if necessary. We also intend to discuss the researcher's
agreement in being recommended. After all, for a successful recommendation, the researcher
should also agree to migrate to another area, project or community. Another possible
improvement would be to look for a way to integrate the information presented in both
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visualizations into a single visualization, enabling the immediate visualization and analysis of
all information.
Acknowledgments
We thank CAPES, CNPq and COPPETEC Foundation.
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