This document provides an agenda and overview for a workshop on practical modeling. The intended takeaways are to build confidence in modeling abilities, understand why modeling benefits projects, learn about major modeling modalities, use modeling to better understand complex problems, and understand when collaborative model creation works. The agenda includes welcoming remarks, defining practical modeling, discussing why we model, warm-up modeling activities, types of conceptual models, how to get started modeling, modeling complex systems, modeling for sharing, and concluding remarks. Modeling is presented as a way to make the invisible visible by establishing understanding throughout projects, exploring relationships between ideas, and allowing different types of information to get along. Examples of conceptual models are provided.
2. Hello!
2
#ias15 #model
We are information architects at The Understanding Group (TUG)
where we get to model messes
Andrew Hinton Kaarin HoffJoe Elmendorf
@josepilove @inkblurt @kaarinh
3. Intended Take Aways
• Confidence in your modeling ability
• Understanding of why modeling benefits a project
• Knowledge of some major modeling modalities
• Ability to use modeling to help you better understand
complex problems
• Insight into when collaborative model creation and
discussion works and why
3
4. Agenda
• Welcome
• What do we mean when we say Practical Modeling?
• Why Model?
• Activity: Warm-Up
• What Types of Conceptual Models?
• How to Get Started
• Activity: Modeling Complex Systems
• Modeling for Sharing
• Activity: Sharing is the Goal
• Modeling, Not Just for Breakfast Anymore
• Conclusion
4
9:30
8:30
11:30
12:30
10:30
14. To get at the “what”…
IAs do a lot of modeling
14
Semester - Based Activity Cycle
Enroll for semester Pay BillCourse Planning
Add/Drop classes
VETERAN:
A Enrollment
Verification
Start classes
Warning grades
Final grades
State Intent To
Attend university
Admissions Financial Aid Enrollment
DIAGRAM KEY
Warning grades
Final gradesResearch and Selection
Considering all aspects of university
Apply to university
Considered for some
merit based
scholarships
Acceptance to
university
Take Placement
Exams
Attend Orientation
Visit Campus (Attend an Event)
Register for
Placement Exams
and Orientation
UNDERGRADUATE
TRANSFER
or high school dual
enrollment:
Request Official
Transcripts from
College(s)
Send to university
Get book vouchers
Add/Drop classes
Pay Bill
TRANSFER:
Receive Worksheet
Notification of Merit-
Based Scholarship
Award
Request
Information
Apply for Private Scholarships
Special Event
VETERAN:
VA Enrollment
Verification
Start classesPay Enrollment
Deposit
Varies by Applicant
Ideal Path
Calendar Year - Bas
Apply for Current Scho
Specific Aid & Other op
Apply for Private Schol
Prospective Student First Semester Student at UMD Second through Final Semester Student Cycle
Course Planning
Change Colleges
Track Grades
& monitoring progress to
degree
Update Personal
Ino
Academic Calendar
and Deadline Dates
Ongoing
Readmission
TRANSFER:
Transfer Orientation
INCOMING
FRESHMEN or
TRANSFER with <24
credits:
Take ACT or SAT
&
Request Official
Highschool(s)
Transcripts
Send scores to university
TRANSFER:
Petition for courses
to be transferred if
previously denied
TRANSFER:
Special Event
Applying for
Financial Aid
Receive
Comprehensive
Award Letter
If selected for
Verification
Complete
Verification process
Applying for
Financial Aid
Rec
Lett
If selecte
Verificati
Complete
Verificatio
Meet with
Academic Advisor
Complete College
& Program-specific
requirements
INTERNATIONAL:
fulfill additional
requirements
Accept Loan(s)
Accept
Scholarship(s)
Course Planning
Change Colleges
Track Grades
& monitoring progress to
degree
Update Personal
Ino
Academic Calendar
and Deadline Dates
Ongoing
Get book vouchers
Cart
with Purchasable
Items
Messaging
asking users if
they would like
to keep their
cart
Cart
empty
Cart
deleted
No?
Yes?
Cart
with Purchasable
Items
&
Non-Purchasable
Items
Cart
Non-Purchasable
Items
Checkout
Confirmation of
Purchase Page
Purchasable
Items
purchased
26. Conceptual models allow very different kinds of
information to get along
26
0"
2"
4"
6"
8"
10"
12"
14"
1" 2" 3" 4" 5" 6"
27. Too busy NOT to model
27
Agile
Waterfall
Wireframes=my job
“I am involved beginning to end.”
“I do user research, I
don’t make structural
decisions.”
28. Products/services exist in a landscape
28
Competition / Time-to-Market
Brand / Reputation
Technology / Infrastructure
Service Product
37. From functional model to conceptual architecture …
37
ARTMAX HOME
[Visual Showcase]
Topical / curated
spotlight of brand-
representative products.
PRODUCTS COMMUNITYLEARNING ACCOUNT
[Brand
Statement /
Description
(Links to
"About")]
Latest News
Aggregated from learning, social media, community, etc.
- Editorially curated (can have sticky posts)
- Item from a given org links to that org's new or home.
- Link to the main News area in "About"
Social Media Links
Promotion Spot
Sharing (curated)
- Art
- Tips / Ideas (more tbd)
Events Calendar (cross-ref w/ store
finder)
Intro / Overview
About the community, policies, etc.
Cross-channel connections
directions / kiosk locations s
to ‘find store’ facet.
Store Managers’ Blog - Most Recent
Tutorials
- cross-ref w/ Products when
specific to a particular catalog item
For Each Product …
(Specifics TBD)
- Attributes should include
editorial ranking + user ranking
Browse by tree hierarchy + facets. (Account Specifics TBD)
2.0
3.0
3.1
4.0 5.0
Learning Blog / Stories
Related
products
41. Example: Looking for emergent patterns
in all the elements …
41
Analytics
Digital Marketing
Video / Production / Technical
Availability
Cross-Channel
Customer Relationship / History
Hardware / Devices
Contract
Identification
CUSTOMERS
▪ Personnel (Actors etc)
▪ Genre, Sub-genres
▪ User Ratings, Comments
▪ Availability (dates, channels)
▪ Format / Aspect Ratio
▪ Digital Assets (Posters etc)
▪ Personnel (Actors etc)
▪ Genre, Sub-genres
▪ Series, Season, Episode
▪ User Ratings, Comments
▪ Availability (dates, channels)
▪ Multi-channel content
▪ Related programming (e.g. "Talking Dead")
▪ Games / Schedule
▪ Channels, Packages
▪ Blackout areas
▪ Players & other Personnel
▪ Connectors to statistics
▪ Social media (hashtags, chat room links, etc.)
INTERNAL
IMDB
Rotten
Rovi
Products
Promotions
Recommendations
(Curated)
Curated Content
(Quality + Recency)
Toolset
Targeted Ads
Engine
Recommendations
(Automated)
Audience
Measure Data
Clickster
TMS ID /
Channel ID
Asset Name
Provider
Creation
Date
Run time
Aspect
Ratio
Codec
Frame Rate
Bit Rate
Top Box
Office
Top DVD
Sales
Social Sign-on
Preferences
Behaviors
Favorite
ProductsWishlist
Loyalty /
Heart Score
Social
Graph
Social
Favorites
Ratings
First-screen
Second-
screen
Segment +
Persona
Device
CapabilitiesAuthorizations Customer
TV Remote
Code
Addressable
DVR Data
Home/
Receiver IP
Billing
Problem
Resolution
Touchpoints
Service
History
Transactions
Installation
Notes
Order History
(PPV etc)
OPPV vs IPPV
(box vs online)
Channel
Hardware
Protection
Eligibility
Hardware
Segment
Account
Number Other IDs
Email AddressSocial Email
Phone / SMS
GPS Location
Device
Management
Device
Management
Clickstream
Email
Preferences /
Opt-In
Churn Risk
Score
Commitment
Date
Auto bill-pay
Acct Type
(Res, Biz,
Pending)
Credit Band
Connected
Box Y/N
Zip/DMA
Region
Package
Bundle
Channels
Consolidated Profiles
& Sub-Accounts
HOUSEHOLD ACCOUNT
ENTERTAINMENT
PRODUCT
Programming
Packages
Premiums
Licensing
Windows
PPV:
Exp Date,
Window,
Price
Rights
Mgmt
Start Date
INTERNAL
ROLES
Product
Placement
RSN
(Regional
Sports
Network)
Buy
Window
Movies
Series
Sports
44. Example: An “Info Model” for a large non-profit
44
Advocacy (Generates Awareness)
Initiative 3
Volunteers
Initiatives
Initiative 4
is a
Grant
is a
is a
is a
is of type
Initiative 1
Initiative 2
for
is aimed
at
is a
is a
prepare
agenda
for the
have
Government
Unit 6
State &
Federal
Organization*
make
aware
Law
Violators
make
Congress
Board of
Delegates
is an
feed content and the
best practices in
is primarily aimed at
help in
driving
the
organizes EHS focused
Award
Dinner
has
is an
DB for
Volunteers
DB
are
placed in
Initiative 5
Division
Delegates
two are
delegates
to the
get
appointed
to
form
two are
part of
Members*
(Organizations)
five
together
form a
feed best best
practice, policy
recommendations
Commercial
Direct
Support
Unit 6
are acquired
by
Territory
Chapters
Locations
Companies
Training
Centers
Members
(Organizations)
Have Participation
Record
Trade
Associations
Organizatio
n*
▪ Direct Email
Campaigns
▪ Sales Teams
(Field and
Internal)
▪ Direct Marketing
(SEM, Organic
Searches)
can be
participants
in
LMS
DB
Classroom
Training
Onsite
Training
Online
Training
Librarians
have
Knowledge
Management
and Creation
KMS
DB
take care of
Course-books, Classes, Videos,
Work-books, Training Materials
Reference
Librarian
Services
(alerts, emails)
use
Inventory
Products
deliveres
supplied
to
Sales Team
are also
sold by
International
Council
is a
subsidiary of
Companies
Outside US
owns VAR Distributor Partner Engaged
Chapters
are labeled into
Internal Team
(Subject Matter Experts)
External
Team
Content Vision Creative Packaging
and Products
Modules and Training
Material
handles
handle
Contact
(primary,
training center)
Person
is a
belongs
to
belongs
to
Intranet
Employees of
Organization
Online
Interface
search, do
research on
has a limited
functionality
call, email
Archived content
(brochures, magazines,
articles etc.) dating back to
Organization inception
contains
Sponsorship
is a
is of type
for
Business Units
Unit 2
Unit 1
Unit 4
Unit 5
Unit 3
Unit 6
Unit 8
Unit 7
Products
Product 7Product 2
Product 4
Product 5
Product 3
Product 1
Product 8
Product 9
Product 6
get assisted
by
offer
drives
is aimed
at
for other
offer
is offered
on
delivered
by
delivered
by
delivered
by
Members
Non
Members
Safety and
Health
ePublications
CD Version Monthly
Emails
is also
available
in
is of
types
are
available
as
is of type
are
purchased
primarily
by
are subscribed to by
have
Channels
Distributors
Direct (Inside, Field
Sales)
Chapters
Public Instructors
are are being sold
using
assist in creation of
has
has
connect to
have
links to
assist in creation of
are acquired
by
are acquired
by
solve
queries of
CRM
DB
are
placed in
are
placed in
are of type
assist in
creation of
take
give services
to
offers
offers
gain access
to/ can
modify
based on
permissions
CMS
(Wordpress,
Sharepoint)
DB
Shopping
Cart
is build using
Shared Services
Lead Generation
Awards
Packaged Training
Research & StatisticsMarketing
Communication
Publications
are of
types
are of
types
offers
Purchasers
is a
purchase
through
are sold via
are sold via
purchase
through
archives Magazines Books Facts NewsletterWebinars
Pay-wall
Free
Members
only
provide
Compu-System
(data and
campaign
management)Organizatio
n*
are are being sold
using
to present
on
provide
take
Campaigns
Campaign 1 Campaign 2
Awesome
Award
are
published
on
are of type
is a
is a
Great Plains
- Accounting
System
DB
Email
Campaigns
Tool export
emails to
Marketing
used for
sales data
are accessed viahandle
advertising
data is
stored in
sales data
Course
Course 1
Course 5
Course 4
Course 3
Course 2
Court Corporate State
give
45. MID
Case Call
Corporate
Contact
Business Nam
Status (state)
Related MIDs
Interaction
History
Action History
Escalated
Resolved Category Notes
Agent InfoMID Value Agent Value
Equipment
Documents …has associated…
…has a…
…has a set of…
…has…
…has...
… is based on…
…has…
…can be…
…can be…
…is associated
with a least one…
…is assigned a…
…has
corresponding…
…has...
…is with a…
…is associated w
one or more…
…is associated with
one or more…
…has a…
…has a…
…has a…
Agent
…has…
…is a…
…is created
for each…
…is an action
in the…
…has a…
…has an…
…based on…
…based on…
Example: An
“Info Model” for
one part of a
complex financial
institution
45
47. State Intent To
Attend university
Admissions Financial Aid Enrollment
DIAGRAM KEY
Warning grades
Final gradesResearch and Selection
Considering all aspects of university
Apply to university
Considered for some
merit based
scholarships
Acceptance to
university
Take Placement
Exams
Attend Orientation
Visit Campus (Attend an Event)
Register for
Placement Exams
and Orientation
UNDERGRADUATE
TRANSFER
or high school dual
enrollment:
Request Official
Transcripts from
College(s)
Send to university
Get book vouchers
Add/Drop classes
Pay Bill
TRANSFER:
Receive Worksheet
Notification of Merit-
Based Scholarship
Award
Request
Information
Apply for Private Scholarships
Special Event
VETERAN:
VA Enrollment
Verification
Start classesPay Enrollment
Deposit
Varies by Applicant
Ideal Path
Prospective Student First Semester Student at UMD
Course Planning
Change Colleges
Track Grades
& monitoring progress to
degree
Update Personal
Ino
Academic Calendar
and Deadline Dates
Ongoing
Readmission
TRANSFER:
Transfer Orientation
INCOMING
FRESHMEN or
TRANSFER with <24
credits:
Take ACT or SAT
&
Request Official
Highschool(s)
Transcripts
Send scores to university
TRANSFER:
Petition for courses
to be transferred if
previously denied
TRANSFER:
Special Event
Applying for
Financial Aid
Receive
Comprehensive
Award Letter
If selected for
Verification
Complete
Verification process
Meet with
Academic Advisor
Complete College
& Program-specific
requirements
INTERNATIONAL:
fulfill additional
requirements
Accept Loan(s)
Accept
Scholarship(s)
Example: Describing complex workflow before
making the system
47
49. Example: Created to clarify structure of checkout
for developers
49
Cart
with Purchasable
Items
Messaging
asking users if
they would like
to keep their
cart
Cart
empty
Cart
deleted
No?
Yes?
Cart
with Purchasable
Items
&
Non-Purchasable
Items
Cart
Non-Purchasable
Items
Checkout
Confirmation of
Purchase Page
Purchasable
Items
purchased
50. Example: Chef Searching Online for New Recipe
50
Determine which
to work off of
Modify
View in browser tabs
Save several options to hard drive
Physically write notes
Print
Don’t
Print
Question
Select starting
point(s)
ID
nomenclature
ScanSearch Refine
Compare
Candidates
New / additional
nomenclature
Filter
Sort
Search within
search results
one or
more
Save
to one
or
more Hard
drive
Network
View on
screen
Blog
Add print out to notebook
along with original print ou
with hand written notes
Hard drive
Network
Make Recipe
Print
Troubleshoot
Finalize
Recipe
Save
to one
or
more
Read &
remember
Chef Searching Online for New Recipe/Technique
Select
Candidates
51. Example: Scenario Touchpoints
51
Facebook
Email welcoming
her to TV Show
Membership
Watches TV and
tells husband
Watching TV
Show on TV
Watching TV
Show on TV
Sees Tweet about
earning points,
follows link
About TV Show
page
Next time she watches TV
Show she checks-in and
earns points
Hears promotion
Visits TV Show
website to find
out more
Follows TV Show Twitter
to get alerts about the
promotion
Sees Game
promotion & son
asks to play
Plays with son on
TVShow.com
Prompted to join
TV Show Club to
earn points
Joins Creates wish list
TV Show & game
play becomes
nightly ritual
Husband joins TV
Show Club
Watch for TV
Show together
About TV Show
page
Sweepstakes
page on TV Show
Club page
Signs up using
Facebook login
Shares on
Facebook
Social
Key
I understand
Membership
Benefits!
Family friendly!
I can get things I
need!
thought
Signs up for TV
Show club
56. A map is not the territory it
represents, but, if correct,
it has a similar structure to
the territory, which
accounts for its usefulness
Alfred Korzybski
56
57. Paradox of Cartography:
To present a useful
and truthful picture,
an accurate map must
tell white lies.
57
58. All Models Have Limits
58
Create several models
that provide specific
perspectives.
59. Map out the relationships
between the parts to
better understand
the whole.
59
63. • Organize what you know and look for patterns
• Take nothing for granted
• Keep things flexible
• Create a representative view, not a perfect view
• Create lots of small models
• When you get stuck, focus on the relationships between the parts
• Don’t worry about being messy or starting over
• Keep track of questions and assumptions
63
74. 74
Activity!
Sharing is the Goal
20 minutes to work independently
10 minutes 1 person per table share their model and then discuss
75. • Make sure you’re not doing too much
• Provide a clear framing of what the model is doing
• Collaboration and Validation or Presentation and Preservation
• Make it look good enough for what you’re trying to achieve
75
Take your model from earlier and adapt it to be more
shareable in a collaborative environment.
76. Modeling:
Not just for breakfast anymore
76
- Modeling makes both small and big things clear
- Models aren’t only useful for big messy things
- Anything can be modeled, everything should be modeled
77. Example: High-level Model of Sale
77
SALE PRICE
RETAIL PRICE
MEN WOMEN PETITE JEWELRY
&
ACCESS
ORIES
SHOES FACTORY
STORE
BABY
78. 78
• Modeling is a kind of making: it’s
the craft of understanding.
• It can work at many levels of
fidelity, from abstract to specific.
• You can do it whenever, to figure
out big / complex concepts.
Practical
Modeling