Visual and Spatial Communication and Task Organization using the Visual Knowledge Builder Frank Shipman, Robert Airhart, Haowei Hsieh, Preetam Maloor, J. Michael Moore, Divya Shah Department of Computer Science and Center for the Study of Digital Libraries Texas A&M University College Station, TX 77843-3112 USA +1 979 862 3216 [email protected] ABSTRACT When people share a workspace, they naturally create visual structures which organize resources, communicate interpretations, and coordinate activities. To support this mode of communication and coordination we have built the Visual Knowledge Builder (VKB.) VKB supports the incremental visual interpretation of information. Through the emergence and evolution of visual languages, communication between VKB users sharing a workspace grows over time. VKB has been used for two years in n ote taking, writing, curriculum develo pment, project management, and conference organization. These tasks include short- and long-term synchronous and asynchronous activities. Features such as the recognition of implicit spatial structure and navigable history facilitate the authoring and comprehension of shared visual information spaces. VKB has also been used in a more controlled setting by pairs of people writing a poem with a constrained vocabulary. This use of VKB has been compared to the same task using Magnetic Poetry sets to better understand how the characteristics of the tools and information space impact collaborative practice. Categories and Subject Descriptors H.5.3 Group and Organization Interfaces General Terms Design, Experimentation, Human Factors Keywords information workspace, visual communication, visual language, emergent structure, navigable history, spatial parser, collaborative writing, Magnetic Poetry 1. INTRODUCTION When people share a workspace, they naturally create visual structures which organize resources, communicate interpretations, and coordinate activities. The use of shared visual spaces for communication is all around us. Index cards on bulletin boards, papers on desktops, and notes written on whiteboards share the feature that where the workspace “author” places information will Permission to make digital or hard copies of all or part of this work for personal or classroom use is granted without fee provided that copies are not made or distributed for profit or commercial advantage and that copies bear this notice and the full citation on the first page. To copy otherwise, or republish, to post on servers or to redistribute to lists, requires prior specific permission and/or a fee. GROUP '01, Sept. 30-Oct. 3, 2001, Boulder, Colorado, USA. Copyright 2001 ACM 1-58113-294-8/01/0009…$5.00. influence the workspace reader ’s interpretation of that information. Visual communication is amazingly natural -- indeed, the lack of perceived effort in generating and comprehending information spaces leads to their frequently going unnoticed. People unselfcon sciously organize information that others will use, including piling papers on desks and arranging information on bulletin boards. What are the characteristics of this form of communication and how can it be improved? These are the issues we are investigating in our work on the Visual Knowledge Builder (VKB). Many people have recognized the power of visual modes of communication. From practical examples like Ross Perot’s chartdriven presidential campaign of 1992 to the analysis of effective visual presentations by Tufte [17], visual communication is widely used and taught. In computer science, researchers in data and information visualization and visual programming languages have adopted the phrase “a picture is worth a 1000 words” [10]. We are interested in person-to-person communication through visual information spaces. While there is great potential for automatically-generated information and data visualization, the task here is quite distinct. The visual information space we are concerned with is both constructed and interpreted by people. In this context, visual communication can be differentiated from written and spoken communication by its non-verbal and frequently unselfconscious nature, the emergent nature of the visual languages 1 used, and the lack of prescriptive rules describing the visualizations. The next section presents prior and related work. This is followed by a brief description of the Visual Knowledge Builder, with an emphasis on the communication-oriented features. After this is a discussion of experiences with synchronous and asynchronous uses of VKB for real-world tasks and a study comparing the use of VKB’s visual workspace to a physical workspace for synchronous and asynchronous collaboration while writing a poem. We conclude with a summary of the contributions of this work to our understanding of visual communication and the design of systems supporting this communication, and open issues for future work. 2. PRIOR AND RELATED WORK There has been much interest in how people organize information in their physical workspace and how this could inform information systems. Malone’s study of the arrangement of 1. By visual language, we mean the use of visual attributes, such as color or location, to imply semantics and their composition into higher-level structures for more complex expressions. Figure 1: Three collections containing information used during project meetings. information on desks provides an indication of how different types of work will lead to information spaces with different characteristics [5]. Mander and colleagues analyzed how people used piles of papers and developed a pile-based metaphor for their interface [6]. A survey of how people arranged information in both physical and virtual spaces also led to VIKI [16], the precursor to the Visual Knowledge Builder. This study observed the use of patterns in visual space to represent information characteristics and interrelationships. The flexibility of unconstrained visual expression witnessed in the survey resulted in VIKI emphasizing flexible visual representations over more formal visual schemas. Use of VIKI included information sharing [7], authoring presentations [16], and short-term analysis tasks [8]. These experiences confirmed the strength of visual workspaces for the rapid and emergent interpretation of information. They also pointed out difficulties for longer-term and shared use of information workspaces. Due to the informal and evolving nature of the visual representation, there was a lack of consistency in the semantics of visual properties. Interpretations of the activities of others were hindered by the exact feature that allowed them: the use of a hierarchy of spaces for task-based, person-based, and content-based separation of activity. Visual information workspaces have a rich history going back to Wang’s Freestyle [4]. Freestyle provides a distributed visual workspace for users to collaborate with each other by attaching multimedia messages to documents. While not supporting much graphical coding of documents, Freestyle’s thumbnail view includes indications of activity by including visual annotations. Data Mountain [13] improves the visual workspace of most visual interface systems by providing pseudo 3D, a Desktop VR environment. As with Freestyle, thumbnails of documents are used for easier recognition. Active page avoidance and audio cues are also used to help users organize the workspace. D-Lite [1] is a distributed visual workspace with active components. The visual workspace is called Workcenter. Applications or services can be viewed as active components in the workspace. This visual integration of services is the primary strength of D-Lite. A well-designed workcenter may even suggest an appropriate order of activity by using the spatial relationship of the components. Presto [2] is an activity-based visual interface mainly designed for managing documents. Documents in Presto are placeless, unlike traditional file systems. Documents are located by attributes. Attribute annotating, grouping, querying, and categorizing are via direct manipulation on the interface. The design provides a way for the user to work cooperatively and still maintain privacy. All of the above mentioned information workspaces take advantage of human spatial cognition. Our emphasis in the work on VKB is supporting the incremental visual interpretation of information. Through the emergence and evolution of visual languages, communication between VKB users sharing a workspace grows over time. 3. THE VISUAL KNOWLEDGE BUILDER VKB’s interface, shown in Figure 1, consists of a two-dimensional workspace with controls at the top and message bars below. Users create information objects containing text, attributes and values, links to files or URLs, and images. These objects are categorized and interpreted through their placement and the use of visual attributes, such as border and background color, border width, and font type, size, and color. Information objects are placed in a hierarchy of collections -- two dimensional spaces embedded in the top-level workspace or another collection. Users may navigate into a collection to see more of its contents. Figure 2 shows the results of navigating into the “To Do List” collection in Figure 1. For more information on general VKB functionality see [15]. Figures 1 and 2 show a workspace used for managing a project with five or more participants at any one time. This space has been used for over a year in weekly project meetings. Writing tasks and Figure 2: More information is shown after navigating into the “To Do List” collection. ideas are placed in the “Paper topics -- areas for work” collection and system and design tasks are found in the “To Do List” collection. Over this period of time, dozens of tasks were identified, given a priority, and placed in the “Done” collection on the right side of Figure 2. The second toolbar in Figures 1 and 2 provides access to the history of the workspace. VKB records all the editing events and allows users to play this record forwards or backwards, navigate to specific types of events, or locate the state of the workspace on a particular date [14]. This history mechanism is similar to Reeves’ embedded history [11] and Hayashi’s temporallythreaded workspaces [3]. 4. EXPERIENCES WITH USE The Visual Knowledge Builder has been in use for two years. These uses include note taking, writing, curriculum development, project management, and conference organization. While the experiences reported here are reflections of use from members of the VKB design team, the software is in use for similar tasks outside of the research group. 4.1 Long-Term Synchronous Use Figures 1 and 2 show a workspace used during face-to-face meetings. With more than a year of use, the visual coding for tasks in this workspace emerged and evolved. Initially, tasks were simply placed to indicate their priority. Later, border widths were used to indicate tasks that were partly completed. Then the use of border widths evolved to include border and background colors to also indicate type of task and amount of effort that had gone into the task. Most recently, the border color was revised to represent which project member was the primary person working on a task. Since this workspace is only edited during face-to-face meetings, project members who have been in the project for some time understand the visualization without difficulty. For new members, or others not at the earlier meetings, the history enables going back to the time when a visual change was made so it can be interpreted within the original context. Also, users may replay the history to get a sense for the emergence of ideas, concepts, and related effort over the past 15 months or return to the workspace’s state at any of the project’s 38 meetings during that period. Meeting room use of VKB has a number of the same strengths as reported for Tivoli [9]. The informal nature of the representation allows the meeting to proceed without emphasis being taken away from the task of the meeting and put on the task of using the software application. While questions about the visualization occasionally occur, the primary role of the workspace has been as a reminder of the topics and tasks that need to be discussed. The role of the workspace has become that of an agenda. This is possible because effort on many individual project tasks takes place over weeks or months. VKB is of less use in cases where the meeting agenda is unique. 4.2 Connecting Synchronous to Asynchronous Activity Another context in which VKB has proved useful is in cases where a large number of entities must be categorized. Much like the invention proposal ranking process described in [9], some meetings benefit from the generation of an information space prior to the actual event which focuses discussion and supports decision making. One example of this type of use has been the organization of the ACM Hypertext 2000 Conference program. In between the two days of the program committee (PC) meeting, the program chair (first author of this paper) constructed a VKB space containing an object for each accepted or undecided paper. This space was used at the second day of the PC meeting to keep track of which papers were yet to be decided. As papers were accepted, rejected, or a decision was postponed, they were placed accordingly. Accepted papers were then assigned border colors based on their topic area and grouped into potential sessions. This allowed the program committee to have a visible record of Figure 3: Organizing papers into conference sessions at and after a program committee meeting. decisions and a visual representation of the content of the conference. After the program committee meeting, the program chair expanded the resulting space to create sessions including short papers (which were accepted at a later date) and to construct a final schedule. Figure 3 shows the accepted full and short papers being arranged into sessions. While this has similarities to the invention proposal categorization task, an interesting divergence is the emergent nature of the visualization in VKB. Where Tivoli’s domain objects require the categorization to have been determined prior to visual manipulation, the emerging nature of the visual representation enabled the support of new tasks as they arose. 5. COMPARISON WITH PHYSICAL SPACE Through real-world experiences with VKB like those described above, we have learned about the emergence and evolution of visual languages and how visual spaces support collaborative activity. But how does such an on-line workspace change collaborative practice when compared to similar physical workspaces? What characteristics of the tool and media impact communication between collaborators? To investigate these issues, we have observed collaborative authoring practices in VKB and in a similar physical medium. 5.1 Description of Study The purpose of this study was to determine the impact of the characteristics of the workspace on collaborative authoring. We chose the task, constrained vocabulary poetry writing, because of its engrossing nature and the availability of a physical analogue to the virtual workspace. The eight participants (authors) in the study were undergraduate and graduate students at Texas A&M University. The authors were divided into four pairs -- two using VKB and two using a Magnetic Poetry (MP) set. One author pair for each condition were undergraduates in the Department of English (in particular, students in the poetry writing class) and the other pair for each condition were graduate students from the College of Architecture and Department of Management Information Systems. The task given to the authors was “to write a poem with the words provided.” They were instructed the poem could be about any topic but they should try to make the poem coherent. The word set, identical in the two cases, was the approximately 450 words and word parts contained in the Magnetic Poetry Original Edition. VKB authors were instructed not to create new words for use in their poems and the software was modified to make it easy to identify any new visual symbols created. The words were initially aligned in rows in both of the workspaces. Figure 4 shows the initial workspace with the Magnetic Poetry set. Authors were given 90 minutes to write the poem. This time was divided into four sessions: an initial 15 minutes to work together (synchronous activity), 30 minutes with first author working alone (asynchronous activity), 30 minutes with second author working alone (asynchronous activity), and 15 minutes working together (synchronous activity) to finish the poem. These sessions were consecutive, with no time in between. While the authors could easily communicate and discuss the task during the beginning and ending sessions, they could not communicate directly with one another during the other two sessions. To support asynchronous communication and coordination, authors were instructed that they could leave text Figure 5: Completed poem from VKB2 team is in the collection on the right. messages for their partner or as notes to themselves. In the case of VKB, this meant creating new information objects. In the case of Magnetic Poetry, the participants were given Post-It notes and a pen. The authors assigned to VKB received a 10 minute training session where they were guided through a set of actions including the creation, resizing, movement, and visual manipulation of symbols and collections. Additionally, they searched for objects with particular content and moved back and forth in the history of the workspace. After completing the task, the authors filled out a questionnaire about their experience with particular emphasis on their organization of the task, methods for communication, and perceived difficulties in coordination. Additionally, digital photographs of the Magnetic Poetry workspace were taken between sessions. Similarly, the state of the VKB history was noted at session breaks. 5.2 Results Figures 5 through 10 show some of the intermediate and final workspaces of the study. For the following discussion of results, the pairs of authors are given identifiers: VKB1 - undergraduate poetry students using VKB, VKB2 - graduate Arch/MIS students using VKB, MP1 - undergraduate poetry students using MP, and MP2 - graduate Arch/MIS students using MP. 5.2.1 Survey Results Figure 4: Initial arrangement in Magnetic Poetry All subjects reported that they were comfortable with using windows on computers. Three of the four English majors had Magnetic Poetry sets at home and the fourth had seen it before. None of the graduate students had seen Magnetic Poetry before. When asked about the amount of time provided for the task, six of the eight participants replied that they had “just about enough” time to complete the task, one (from MP2) reported having “more Figure 6: The MP1 team used the first 15 minutes to sort words into clusters of specific nouns and pronouns, colors, etc. t h a n s u ff i c i e n t ” t i m e , a n d o n e ( f r o m V KB 2) r e p o r t e d “insufficient” time. When asked what took up the largest amount of time, one MP and three VKB authors answered along the lines of “looking for the right word.” Both MP1 authors replied that their time had been spent “organizing the words” for later use. One MP2 author replied “formatting sentences with the words chosen.” Also, one VKB1 author identified the most time-consuming activity as “trying to arrange the working space for room.” Two VKB authors and one MP author were “very satisfied” with the quality of their poem, while the remaining two VKB and three MP authors replied they were “somewhat satisfied.” When asked to rate the quality of the collaboration with their coauthor, both MP1 authors replied “very good”, both MP2 authors replied “good”, both VKB1 authors replied “very good”, and the VKB2 authors were split with one “very good” and one “fair”. 5.2.2 Size of Poems The number of words or word fragments used for the poems varied from 36 (MP2) to 107 (MP1), with VKB1 and VKB2 using 89 and 71 words/fragments respectively. Not surprisingly, the students from the poetry class created longer poems. This is likely due to their prior experience with Magnetic Poetry sets and their interest and experience in writing poetry. 5.3 Discussion The differences in the characteristics of the space and visual features available led to some basic differences in the task and its performance. How did the differences in tool and media impact communication between co-authors, intermediate organizations used by authors, and the resulting structure of the poem? 5.3.1 Differences in Space One difference between the two workspaces was the amount visible. For the MP case, the workspace was the backside of a tall metal bookshelf placed face down on the floor -- there was space for all the magnets and plenty of extra room to work on the poem. In the VKB case, the virtual workspace grows as a result of symbols being moved near the current boundary. The space is essentially limitless but only a portion of that space is visible at one time due to the limited resolution of the computer display. MP authors could view the entire set of words and all of the structures they had created at once. In contrast, the VKB authors had to manage problems of scale, since only a subset of their work and the word set was visible. Both VKB groups used the collection mechanism to do this, but in decidedly different ways. VKB1 resized and moved the “Word set” collection around the top-level space as they worked. VKB2 created additional collections for their poem and poem fragments which they then moved around, including within the word set collection. Figure 5 shows VKB2’s final poem in the collection on the right. The collection on the left (Collection 2357) contains poem fragments authored but not included in the final poem. 5.3.2 Intermediate Organization Among the four teams of authors there were a variety of strategies for organizing selected words that were not yet part of the poem. In the questionnaire, all the authors mentioned selecting words for later use as being part of their authoring process. Word were selected because they were “strong,” “jumped out,” or “matched a theme.” The VKB2 team generated poem fragments and then merged these fragments, without moving many of the other words. Both VKB1 and MP2 pulled words out and created clusters in the workspace based on whether the words were thematically related or could fit together into a phrase. Words were added and removed from clusters throughout the authoring process. MP1 decided to separate the words into groups such as determinants, colors, first-person pronouns, second-person pronouns, and masculine and feminine nouns and pronouns. Figure 6 shows their workspace after 15 minutes of working together. There is no poem or even a topic for the poem (based on the descriptions of the process in the questionnaires), but the Figure 7: Notes from first MP1 author to co-author in between their asynchronous sessions. sorting process was well underway. In general, there was more intermediate organization by the MP authors than by the VKB authors. 5.3.3 Communication in the Workspace All groups left notes in the workspace between the two asynchronous authoring sessions. For VKB2, there was a simple “hand off” message: “yo [Author-name] tried to do smoethng [sic] with sea. you better do something Nice now.” The MP2 authors also left relatively few comments. With one note left to indicate the first author’s intent about the poem’s topic since it had not been decided during the initial joint authoring session: Figure 8 shows several notes in the VKB1 workspace concerning the authoring process and goals. There are simple queries: “do you see ‘that’ anywhere? if so, it goes here.” There are also notes reflecting on the current state of the poem and suggestions about how to proceed: “... it is starting to get bitter. See if you can bring it back. ...” The asynchronous collaboration midway through the task resulted in communication through notes by all four groups. The communication varied from general comments about process and direction to questions about the availability of specific words or choices between words. The general comments could be electronic mail messages in another context but the more specific comments used their location to efficiently reference parts of the developing poems. This embedded communication is similar to that found by Reeves in [12]. 5.3.4 Poem Structure “Started composing about mother’s love / could be interpreted as nature too.” The availability of features in the workspace influenced how the structure of the poems was indicated to the reader. MP1 and VKB1 authors used notes to indicate their perception of how the task was proceeding and to suggest specific activities for the other author. Figure 7 shows the MP1 workspace in between the asynchronous authoring sessions. Besides the high-level discussion of the task in the notes on the right, the author has left two annotations to the poem. The top note indicates that the second author should look at the second line of the poem. The second note provides choices between words in particular phrases that are pointed to by the arrows on the Post-It. MP2 and VKB2 authors created traditional poems using gaps between words and line breaks to indicate how the poem should be read. In MP1, the authors indicated longer pauses in their poem by placing upside-down magnets between lines and phrases (see Figure 9.) The top magnet is placed vertically to separate the title from the first line of the poem. These separators make certain lines, such as the “no vision” line in Figure 9, more prominent to the reader. Figure 8: Notes between MP1 authors about a decision on a topic and implicit questions about specific word and line choices. The VKB1 team showed an inclination towards a more non-linear arrangement of their poem and their workspace. As shown in Figure 10, the VKB1 authors are using arrangement and color to indicate how to read the poem. The poem consists of a branching set of phrases that are to be read in a semi-determined order. Some words are used in multiple phrases, both to tie the phrases together and as a way of doing more with the limited set of words provided. Background and border colors are being used to indicate which words should be read in multiple phrases. For example, the word “hair” has a purple background color indicating that it is part of the phrase “her urge gone and skin hair less” and a thick red border to indicate it is also part of the short phrase “need bare hair.” While such an arrangement of words would be possible using the magnets, the use of color improves the readability of this poem. 6. CONCLUSIONS The impact of characteristics of the tool and the workspace on aspects of collaboration has been explored through a comparison of using VKB and Magnetic Poetry. In particular, differences in the size of the workspace, the number of visual attributes that can be attached to a chunk of information, and the ability to manipulate multiple pieces of information simultaneously help determine what intermediate organizations are created, how communication in the workspace occurs, and the structure of the result. Figure 9: Title and starting lines of the MP1 poem. Magnets turned upside down indicate pauses for the reader. Shared information workspaces can support both synchronous and asynchronous collaborations. When working synchronously, people tend to use implicit visual structure in the workspace and s p ok e n c o m m u ni c a t i on t o r e s o l v e a n y a mb i g u i t i e s o r miscommunications in the workspace. During asynchronous use, Figure 10: The VKB2 poem uses border and background color to identify shared words in branching phrases. people leave one another more explicit information about how to interpret the space. Thus, having both implicit and explicit representations of structure aids workspaces usefulness across synchronous and asynchronous tasks. users to work with large amounts of information. Additionally, indexing and search based on a variety of content, structure, and visual features will facilitate the use of workspaces like VKB for even larger data sets. Asynchronous collaboration through visual representations requires the collaborators to make sense of one another’s visual encodings. When a workspace has been in use for a long period, these visual languages evolve leading to potential miscommunication. Navigable history allows users to return to the context of the visual coding events, thus facilitating their interpretation. In addition, playing through the history of a group workspace shows the progress of ideas, concepts, and work. VKB extends prior work in the area of visual information workspaces, where people both construct and interpret visual representations of information. Applications including visual information spaces enable non-verbal communication that has the potential to reduce the overhead of conducting collaborative work. Some VKB workspaces have been in use for well over a year. Besides the substantial evolution of visual representations, this long-term use creates issues due to the quantity of information in the workspace and the variety of tasks for which it is used. In these cases, users have created hierarchies of VKB collections, dividing the information to make it easier to locate and work with task-specific information. Challenges remain for information workspaces. Limitations due to screen size create extra overhead for users. Collections provide some assistance but require navigation through a hierarchy. Hypertext links between elements in the workspace, between collections, and between workspaces will further the ability of 7. ACKNOWLEDGMENTS This work was supported in part by grant IIS 9734167 from the National Science Foundation and by a grant from FX Palo Alto Laboratory. 8. REFERENCES [1] Cousins, S. B., Paepcke, A., Winograd, T., Bier, E., and Pier, K. 1997. The digital library integrated task environment (DLITE). 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