i Use of Cognitive Mapping Techniques in Information Systems Keng Siau, University of Nebraska, Lincoln, USA Xin Tan, University of Nebraska, Lincoln, USA INTRODUCTION Communication in information systems (IS) research and practice is a social process that is characterized by ongoing sense making among various parties. In research, researchers must be able to fully understand research participants’ perceptions about a problem domain. In IS development and implementation, IS professionals and various stakeholders need to communicate effectively in order to achieve expected outcomes (Siau & Rossi, forthcoming). In this social process, human factors have significant implications. Psychological studies have indicated that many human factors, such as cognitive constraints, heuristic-driven biases, and satisficing, may affect the effectiveness of communication (Siau, Wand, & Benbasat, 1997; Siau, 1999; Siau, 2004). In the discipline of IS, the effects of human factors on communication in IS research and practice also have been discussed (Siau & Tan, 2005b; Valusek & Fryback, 1987). People communicate in order to understand others and to be understood by others. Some cognitive mapping techniques have been applied in social sciences to help in sense making among different parties. Cognitive mapping techniques are used to identify subjective beliefs and to portray these beliefs externally (Fiol & Huff, 1992). The general approach is to extract subjective statements from individuals within particular problem domains about meaningful concepts and relations among these concepts and then to describe these concepts and relations in some kind of visuospatial layout (Swan, 1997). The outcome of a cognitive map- ping technique usually is referred to as a cognitive map. The advantages of using cognitive mapping techniques in communication include (1) focusing attention and triggering memory; (2) helping to highlight priorities and key factors; (3) supplying missing information; and (4) revealing gaps in information or reasoning that need more direct attention (Fiol & Huff, 1992). In this article, we discuss some common cognitive mapping techniques and their applications in IS research and practice. COGNITIVE MAPPING TECHNIQUES AS PRACTICAL TOOLS In the process of IS development and implementation, IS professionals need to communicate with various stakeholders such as managers and users in order to understand their requirements for the system. Communication obstacles exist within individual users, among users, and between IS professionals and users (Valusek & Fryback, 1987). Cognitive mapping techniques as a communication tool can make subjective knowledge more meaningful and can overcome some constraints on human cognition. Researchers such as Montazemi and Conrath (1986) and Siau and Tan (2005b, 2005c) have suggested the use of cognitive mapping techniques in various IS development and implementation activities. Three commonly used cognitive mapping techniques are (1) causal mapping, (2) semantic mapping, and (3) concept mapping. Causal mapping is derived from Kelly’s (1955) personal construct theory. As revealed by its ii name, a causal map represents a set of causal relationships among constructs within a belief system (i.e., one construct is linked to other thoughts through cause-and-effect relationships (Eden, 1988). Semantic mapping, also known as idea mapping, is used to explore an idea without the constraints of a superimposed structure (Buzan, 1993). A semantic map has one main or central concept with treelike branches. The result of concept mapping is a graphical representation in which nodes represent concepts and links represent the relationships between concepts. Siau and Tan (2005b, 2005c) provided a review of these three cognitive mapping techniques. In view of their advantages, cognitive mapping techniques have been proposed to be applied in requirements determination and analysis (Montazemi & Conrath, 1986; Siau & Tan, 2003), knowledge management (Byrd, Cossick, & Zmud, 1992), conceptual modeling (Siau & Tan, 2005b), user-database interface design (Siau & Tan, forthcoming), and technical communication (Siau & Tan, 2005c). COGNITIVE MAPPING TECHNIQUES AS RESEARCH TOOLS Many IS researchers are plagued with the lack of effective research tools when they try to probe research respondents’ perceptions about a problem domain. Some researchers such as Tan and Hunter (2002) have suggested using cognitive mapping techniques. One cognitive mapping technique is called Repertory Grid (RepGrid). RepGrid was developed by Kelly (1955) in order to operationalize his personal construct theory. The technique reliably can elicit the respondent’s cognitive structure (i.e., personal construct system), which is not biased by the researcher’s frame of reference and worldview (Reger, 1990). IS studies have applied this technique as a tool to elicit a respondent’s cognitive structure (Moynihan, 1996; Phythian & King, 1992; Siau, Tan, & Sheng, forthcoming). Tan and Hunter (2002) offered a comprehensive review of this cognitive mapping technique. Another useful cognitive mapping technique is called Revealed Causal Mapping, which starts with qualitative data typically gathered through interviews. The data capture the cognitions and revealed knowledge of the respondents in their own languages. Researchers then identify the causal linkages and networks and interpret this information into relevant constructs (Nelson, Nelson, & Armstrong, 2000). A revealed causal map is a network of causal relationship embedded in an individual’s explicit statements. In IS research, Revealed Causal Mapping has been used successfully to evoke theories of software support expertise and programming expertise (Nelson, et al., 2000). Aggregated Concept Mapping is yet another cognitive mapping technique that has great potential as a research tool. Trochim (1989) introduced Aggregated Concept Mapping as a tool for conceptualization. By aggregating an individual similarity matrix and applying multidimensional scaling analysis, researchers are able to derive several aggregated concept maps that represent clusters of higher-level concepts held by research participants. Siau and Tan (2005a, 2005d) employed this cognitive mapping technique in their study of evaluation criteria for information systems development methodologies. CONCLUSION Widely used in management studies to investigate managerial and organizational cognition, cognitive mapping techniques have great potential to be applied in information systems research and practice. Some researchers have proposed the use of cognitive mapping as a communication tool in IS development and implementation. Further studies are needed in order to evaluate systematically and empirically the effectiveness of these techniques in overcoming communication obstacles (Siau & Tan, 2005d). In addition, prior studies have demonstrated the use of cognitive mapping as a research tool in conducting IS studies. IS researchers in various subdisciplines are encouraged to explore the potential of cognitive mapping in their research. iii REFERENCES Buzan, T. (1993). The mind map book. London: BBC Books. Byrd, T.A., Cossick, K.L., & Zmud, R.W. (1992). A synthesis of research on requirements analysis and knowledge acquisition techniques. MIS Quarterly, 16(1), 117-138. Eden, C. (1988). Cognitive mapping. European Journal of Operational Research, 36(1), 113. Fiol, C.M., & Huff, A.S. (1992). Maps for managers: Where are we? Where do we go from here? 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Dr. Siau has published over 200 academic publications. He has published more than 80 refereed journal articles and more than 90 refereed conference papers. In addition, he has edited/co-edited more than 10 scholarly and research-oriented books, edited/co-edited nine proceedings, and written more than 15 scholarly book chapters. Xin Tan is a PhD candidate in the Department of Management at the University of Nebraska, Lincoln. He obtained a BE from Shanghai Jiao Tong University and an MBA from Miami University. His current research interests include conceptual and data modeling methods, user acceptance of advanced information technology and enterprise systems, and information systems development methodologies.
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