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Visualizing Systems
An overview of the options

© Tim Sheiner, all rights reserved
A system is an interconnected set
of elements that is coherently
organized in a way that achieves
something.
Donella Meadows, Thinking in Systems



© Tim Sheiner, all rights reserved
Show me a picture




© Tim Sheiner, all rights reserved
© Tim Sheiner, all rights reserved
© Tim Sheiner, all rights reserved
Concept                     Structure



                                     Dynamics

                                                      Behavior



© Tim Sheiner, all rights reserved
Visualizing System Behavior



© Tim Sheiner, all rights reserved
Graphs
๏ Most standardized system visual
    ➡ Used to present recorded data
    ➡ Taught in schools, used (and abused) by large number of disciplines
    ➡ Lots of software tools available for drawing these
๏ Several roughly synonymous names
    ➡ graph
    ➡ chart
    ➡ plot
๏ Abstracted, non-representational view
    ➡ Many types: line, bar, dot, spider, etc.
    ➡ All based on cartesian system (x vs y)


 © Tim Sheiner, all rights reserved
Line Graph Conventions
                                                axis       Plot of y=x    title
                                                    5


                                        y (units)

dependent
  variable




                                                                                      axis
                                                0                                 7
                  Origin                                      x (units)
                                                        independent variable
   © Tim Sheiner, all rights reserved
Complex Example

                                            This is actually 3
                                            graphs displayed on
                                            top of each other: 2
                                            line charts and 1 bar
2 y-axes                                    chart




                                      key

 © Tim Sheiner, all rights reserved
Independent Variable not always Time

                                                         In drug
                                                         development an
                                                         important
                                                         relationship is the
                                                         response
                                                         (dependent
                                                         variable) or
                                                         outcome that occurs
                                                         for a given dose
                                                         (independent
                                                         variable) of a drug

                                      Dose vs Response
 © Tim Sheiner, all rights reserved
Simple plots are never “true”

                                      best “fit”     This graph actually
                                                     displays a great
                                      recorded value
                                                     deal of qualifying
                                                     information
                                      uncertainty




 © Tim Sheiner, all rights reserved
System response is probabilistic
                                       Probable Response at Dose log10-4
                                               Progesterone (M)



                                                     50




                                                     40

                                      % Inhibition



                                                     30




 © Tim Sheiner, all rights reserved
Visualizing System Dynamics



© Tim Sheiner, all rights reserved
Flow Diagrams
๏ Represent system dynamics in a static form
๏ Some standardized conventions
    ➡ standard generic flow chart conventions
    ➡ detailed standards for engineering flow disciplines like electronics
    ➡ attempts at standardization for systems theory
๏ Range from representational to schematic




 © Tim Sheiner, all rights reserved
Generic Flow Chart Conventions
                                      Start                                                      A



                    Process Step 1                                                  Process Step 2



                                                                                    Process Step 2
                                                 No
                              Decision


                                                                                            End
                                           Yes

                                       A
                                                 “I’ve run out of space, find a similar symbol
                                                 elsewhere in drawing to continue flow”
 © Tim Sheiner, all rights reserved
Example of Electronics Conventions




 © Tim Sheiner, all rights reserved
Heating Dynamics Representationally




                                             Decision



                                                  Signal


                                      Heat




 © Tim Sheiner, all rights reserved
Heating Dynamics as Stocks & Flows

                                      An existing standard
                                      for representing flow
                                      in classical system
                                      thinking literature.
                                      Difficult to parse?




 © Tim Sheiner, all rights reserved
Heating Dynamics as Flow Schematic
 Feedback: Classic Example
 Thermostat regulating room temperature
 (via a heater)
                                                                                                            Desired temperature e.g. 68º . . is indicated by adjusting the
                                                                                                                                       .
                                                                                                                                                                                                                  Alternative
                                                                                                                                                   temperature control lever

                                                      external
                                                      electrical source
                                                        . . . sends current to. . .
                                                                                                                                                   which in turn moves the bi-metal coil;
                                                                                                                                                   increasing the desired temperature
                                                                                                                                                   moves the coil closer to the contact point;
                                                                                                                                                                                                                  representation of
                                                                                                                                                   decreasing the desired temperature
                                                                                                                                                   moves the coil further from the contact point                  thermostat system by
                                                                                                                                                                                                                  Dubberly & Pangaro.




                                                                                                                                                                              output
                                              input




                                             Bi-metal coil. . .bends to touch the. . . . Contact point . . . . which sends a signal to the. .Heater
                                                                                                                                             .
                                                                                         (as it cools)

                                                                                      . . .bends the opposite                          . . . . thus no signal is sent,
        is measured by




                                                                                                                                                                                                   can increase
                                                                                           direction to lose                                   and the heater shuts off
                                                                                           contact with the. . .
                                                                                           (as it warms)


                                                                                                                       System


                                                                                                           air temperature in the room


                                             Why does a bi-metal coil bend?
                                                                                                                          lowers the




                                             bi-metal coils consist of two layers of metal
                                             (usually iron and copper)
                                             joined together to form one flat strip;
                                             because the metals have different coefficients
                                             of expansion, the strip will bend
                                             in one direction as it cools, and the opposite
                                             direction as it warms                                                 Cold air outside


 January 2010 | Developed by Paul Pangaro and Dubberly Design Office                                                                                                                                41




 © Tim Sheiner, all rights reserved
Generic Flow Schematic
 Feedback: Formal Mechanism
                                                                                                Goal . . . describes a relationship
                                                                                                                         that a system desires to have                                                Combines flow and




                                                                                                        is embodied in
                                                                                                                         with its environment

                                                                                                                                                                                                      concept map
                                                                                                                                                                                                      conventions and is
                                                                                                                                                                                                      reasonably easy to




                                                                                                                                                                   output
                                             input




                                             a Sensor passes the current state value to a Comparator . . . . . . . . . . responds by driving an Actuator
                                                                                                                                                                                                      ‘read.’
                                                         . . . has                              subtracts                                                            . . . has
                                                               resolution – (Accuracy)   the current state value                                                           resolution
         is measured by




                                                               frequency – (Latency)              from                                                                     frequency
                                                                                                                                                                                                      A better standard for




                                                                                                                                                                                        affects the
                                                               range – (Capacity)        the desired state value                                                           range
                                                                                              to determine
                                                                                                the error

                                                                                               System                                                                                                 systems flow
                                                                                           Environment                                                                                                visualizations?
                                                                                                  can affect the




                                                                                           Disturbances . . . may be characterized as certain types
                                                                                                                               typically falling within a known range;
                                                                                                                               but previously unseen types may emerge
                                                                                                                               and values may vary beyond a known range;
                                                                                                                               in such cases the system will fail
                                                                                                                               because it does not have requisite variety
 January 2010 | Developed by Paul Pangaro and Dubberly Design Office                                                                                                                     39




 © Tim Sheiner, all rights reserved
Visualizing System Structure



© Tim Sheiner, all rights reserved
Illustrations
๏ Used to explain behavior or method of construction
๏ Very standardized in some contexts
    ➡ Mechanical Engineering
    ➡ Architecture
๏ Must be representational to be useful
    ➡ Representation challenging for abstract systems
    ➡ With abstract systems, illustrations of structure and flow diagrams
              hard to distinguish from one another




 © Tim Sheiner, all rights reserved
Standardized in Physical Disciplines




 © Tim Sheiner, all rights reserved
Some Abstract Standardizations Exist

                                      UML is an example of
                                      a standard for
                                      abstract systems that
                                      has some degree of
                                      penetration among
                                      object oriented
                                      programmers and
                                      system architects.




 © Tim Sheiner, all rights reserved
Ad Hoc Structure for Abstract Systems
                                      Current state of the art for
                                      illustrating the structure of an
                                      abstract system involves simple
                                      symbols, shapes, arrows &
                                      annotation




 © Tim Sheiner, all rights reserved
Visualizing System Concepts



© Tim Sheiner, all rights reserved
Concept Maps
๏ Used to communicate mental models
๏ Present ideas and relationships
    ➡ Rely on text not symbols
    ➡ Use arrows to communicate relationships not flow
๏ Not at all representational




 © Tim Sheiner, all rights reserved
Concept Map Conventions

  Concept Map


                                                nodes                     representing                         concepts
                  is a

                                      with
                                                                        that explain the
              graph                            relating                   relationships
                                                                            between
                                      with


                                             linking lines                   that have                     linking words




                                                  redrawn from http://redie.uabc.mx/contenido//vol2no1/art-11-eng/contenido-ruiz-figura1.png
 © Tim Sheiner, all rights reserved
Concept Map Examples




 © Tim Sheiner, all rights reserved
Animating System Visuals



© Tim Sheiner, all rights reserved
Animated System Visualizations
๏ Static pictures are inherently limited in their ability to
  explain dynamic systems
๏ Animated presentations can provide a richer
  communication experience
    ➡ can use audio
    ➡ can use time
    ➡ can use feedback
๏ Animated presentations are systems in themselves
    ➡ computer simulations
    ➡ keyframes animations & videos
    ➡ prototypes
    ➡ new forms of content

 © Tim Sheiner, all rights reserved
System Simulations

                                      Most system
                                      simulation tools are
                                      too complex and
                                      proprietary for
                                      common use, but
                                      simpler, web-based
                                      tools are being
                                      developed.




 © Tim Sheiner, all rights reserved
Keyframe Animations & Video

                                      Click-thru mockups
                                      are a powerful form a
                                      system visualization.
                                      They can be converted
                                      to videos to simulate
                                      the experience of
                                      interacting with the
                                      system.




 © Tim Sheiner, all rights reserved
Interactive Prototype

                                      An interactive
                                      prototype is a tool for
                                      creating a mental
                                      model in a person’s
                                      mind of a system that
                                      does not yet exist.




 © Tim Sheiner, all rights reserved
New forms of content

                                                Documents combining
                                                interactivity, words
                                                and sounds may
                                                eventually become a
                                                common way to
                                                explain systems.




                                      Watch: http://www.ted.com/talks/mike_matas.html
 © Tim Sheiner, all rights reserved
System Visualization Conclusions
๏ Static pictures of systems are compact and portable
๏ The right picture to produce depends upon what
  aspect of a system you want to communicate or
  understand
    ➡ Behavior = Graphs
    ➡ Dynamics = Flow Diagrams
    ➡ Structure = Illustrations
    ➡ Concepts = Concept Maps
๏ Animated system visualizations convey more
  information than static presentations and may
  ultimately become the standard for describing
  systems
 © Tim Sheiner, all rights reserved

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Visualizing Systems

  • 1. Visualizing Systems An overview of the options © Tim Sheiner, all rights reserved
  • 2. A system is an interconnected set of elements that is coherently organized in a way that achieves something. Donella Meadows, Thinking in Systems © Tim Sheiner, all rights reserved
  • 3. Show me a picture © Tim Sheiner, all rights reserved
  • 4. © Tim Sheiner, all rights reserved
  • 5. © Tim Sheiner, all rights reserved
  • 6. Concept Structure Dynamics Behavior © Tim Sheiner, all rights reserved
  • 7. Visualizing System Behavior © Tim Sheiner, all rights reserved
  • 8. Graphs ๏ Most standardized system visual ➡ Used to present recorded data ➡ Taught in schools, used (and abused) by large number of disciplines ➡ Lots of software tools available for drawing these ๏ Several roughly synonymous names ➡ graph ➡ chart ➡ plot ๏ Abstracted, non-representational view ➡ Many types: line, bar, dot, spider, etc. ➡ All based on cartesian system (x vs y) © Tim Sheiner, all rights reserved
  • 9. Line Graph Conventions axis Plot of y=x title 5 y (units) dependent variable axis 0 7 Origin x (units) independent variable © Tim Sheiner, all rights reserved
  • 10. Complex Example This is actually 3 graphs displayed on top of each other: 2 line charts and 1 bar 2 y-axes chart key © Tim Sheiner, all rights reserved
  • 11. Independent Variable not always Time In drug development an important relationship is the response (dependent variable) or outcome that occurs for a given dose (independent variable) of a drug Dose vs Response © Tim Sheiner, all rights reserved
  • 12. Simple plots are never “true” best “fit” This graph actually displays a great recorded value deal of qualifying information uncertainty © Tim Sheiner, all rights reserved
  • 13. System response is probabilistic Probable Response at Dose log10-4 Progesterone (M) 50 40 % Inhibition 30 © Tim Sheiner, all rights reserved
  • 14. Visualizing System Dynamics © Tim Sheiner, all rights reserved
  • 15. Flow Diagrams ๏ Represent system dynamics in a static form ๏ Some standardized conventions ➡ standard generic flow chart conventions ➡ detailed standards for engineering flow disciplines like electronics ➡ attempts at standardization for systems theory ๏ Range from representational to schematic © Tim Sheiner, all rights reserved
  • 16. Generic Flow Chart Conventions Start A Process Step 1 Process Step 2 Process Step 2 No Decision End Yes A “I’ve run out of space, find a similar symbol elsewhere in drawing to continue flow” © Tim Sheiner, all rights reserved
  • 17. Example of Electronics Conventions © Tim Sheiner, all rights reserved
  • 18. Heating Dynamics Representationally Decision Signal Heat © Tim Sheiner, all rights reserved
  • 19. Heating Dynamics as Stocks & Flows An existing standard for representing flow in classical system thinking literature. Difficult to parse? © Tim Sheiner, all rights reserved
  • 20. Heating Dynamics as Flow Schematic Feedback: Classic Example Thermostat regulating room temperature (via a heater) Desired temperature e.g. 68º . . is indicated by adjusting the . Alternative temperature control lever external electrical source . . . sends current to. . . which in turn moves the bi-metal coil; increasing the desired temperature moves the coil closer to the contact point; representation of decreasing the desired temperature moves the coil further from the contact point thermostat system by Dubberly & Pangaro. output input Bi-metal coil. . .bends to touch the. . . . Contact point . . . . which sends a signal to the. .Heater . (as it cools) . . .bends the opposite . . . . thus no signal is sent, is measured by can increase direction to lose and the heater shuts off contact with the. . . (as it warms) System air temperature in the room Why does a bi-metal coil bend? lowers the bi-metal coils consist of two layers of metal (usually iron and copper) joined together to form one flat strip; because the metals have different coefficients of expansion, the strip will bend in one direction as it cools, and the opposite direction as it warms Cold air outside January 2010 | Developed by Paul Pangaro and Dubberly Design Office 41 © Tim Sheiner, all rights reserved
  • 21. Generic Flow Schematic Feedback: Formal Mechanism Goal . . . describes a relationship that a system desires to have Combines flow and is embodied in with its environment concept map conventions and is reasonably easy to output input a Sensor passes the current state value to a Comparator . . . . . . . . . . responds by driving an Actuator ‘read.’ . . . has subtracts . . . has resolution – (Accuracy) the current state value resolution is measured by frequency – (Latency) from frequency A better standard for affects the range – (Capacity) the desired state value range to determine the error System systems flow Environment visualizations? can affect the Disturbances . . . may be characterized as certain types typically falling within a known range; but previously unseen types may emerge and values may vary beyond a known range; in such cases the system will fail because it does not have requisite variety January 2010 | Developed by Paul Pangaro and Dubberly Design Office 39 © Tim Sheiner, all rights reserved
  • 22. Visualizing System Structure © Tim Sheiner, all rights reserved
  • 23. Illustrations ๏ Used to explain behavior or method of construction ๏ Very standardized in some contexts ➡ Mechanical Engineering ➡ Architecture ๏ Must be representational to be useful ➡ Representation challenging for abstract systems ➡ With abstract systems, illustrations of structure and flow diagrams hard to distinguish from one another © Tim Sheiner, all rights reserved
  • 24. Standardized in Physical Disciplines © Tim Sheiner, all rights reserved
  • 25. Some Abstract Standardizations Exist UML is an example of a standard for abstract systems that has some degree of penetration among object oriented programmers and system architects. © Tim Sheiner, all rights reserved
  • 26. Ad Hoc Structure for Abstract Systems Current state of the art for illustrating the structure of an abstract system involves simple symbols, shapes, arrows & annotation © Tim Sheiner, all rights reserved
  • 27. Visualizing System Concepts © Tim Sheiner, all rights reserved
  • 28. Concept Maps ๏ Used to communicate mental models ๏ Present ideas and relationships ➡ Rely on text not symbols ➡ Use arrows to communicate relationships not flow ๏ Not at all representational © Tim Sheiner, all rights reserved
  • 29. Concept Map Conventions Concept Map nodes representing concepts is a with that explain the graph relating relationships between with linking lines that have linking words redrawn from http://redie.uabc.mx/contenido//vol2no1/art-11-eng/contenido-ruiz-figura1.png © Tim Sheiner, all rights reserved
  • 30. Concept Map Examples © Tim Sheiner, all rights reserved
  • 31. Animating System Visuals © Tim Sheiner, all rights reserved
  • 32. Animated System Visualizations ๏ Static pictures are inherently limited in their ability to explain dynamic systems ๏ Animated presentations can provide a richer communication experience ➡ can use audio ➡ can use time ➡ can use feedback ๏ Animated presentations are systems in themselves ➡ computer simulations ➡ keyframes animations & videos ➡ prototypes ➡ new forms of content © Tim Sheiner, all rights reserved
  • 33. System Simulations Most system simulation tools are too complex and proprietary for common use, but simpler, web-based tools are being developed. © Tim Sheiner, all rights reserved
  • 34. Keyframe Animations & Video Click-thru mockups are a powerful form a system visualization. They can be converted to videos to simulate the experience of interacting with the system. © Tim Sheiner, all rights reserved
  • 35. Interactive Prototype An interactive prototype is a tool for creating a mental model in a person’s mind of a system that does not yet exist. © Tim Sheiner, all rights reserved
  • 36. New forms of content Documents combining interactivity, words and sounds may eventually become a common way to explain systems. Watch: http://www.ted.com/talks/mike_matas.html © Tim Sheiner, all rights reserved
  • 37. System Visualization Conclusions ๏ Static pictures of systems are compact and portable ๏ The right picture to produce depends upon what aspect of a system you want to communicate or understand ➡ Behavior = Graphs ➡ Dynamics = Flow Diagrams ➡ Structure = Illustrations ➡ Concepts = Concept Maps ๏ Animated system visualizations convey more information than static presentations and may ultimately become the standard for describing systems © Tim Sheiner, all rights reserved