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Capability Based Planning and Information Visualization Development of Visualizations Capability Based Planning and Information Visualization Development of Visualizations . L . L . . . S. CAE Professional Services (Canada) Inc. 1135 Innovation Dr. Ottawa, Ontario K2G 3G7, Canada Contract Project Manager: Richard Percival PWGSC Contract Number: W7714-11-5174 CSA: Mark Rempel, Chad Young, Strategic Planning Operations Research Team "!" "" 0 ! " 0 0 ! " " " 0 ! )!" <) . DRDC CORA CR 2012-065 March 2012 Defence R&D Canada Centre for Operational Research and Analysis Strategic Planning Operational Research Capability Based Planning and Information Visualization Development of Visualizations ! " #$ %" &&'( % ) *+ * ,-, '. /01 ! " #$ %" &&'( % ) *+ * ,-, '. " 2" 3 1 " " 4&'-5.6'5- 7 " 8 1 7..&5&&(&.5 1 9 :3 )!" " 4&';5.'(.; "!" "" 0 ! " 0 0 ! " " " 0 ! )!" <) . Defence R&D Canada – CORA " )) * -6&-64( " -6&- Principal Author Original signed by Catherine Campbell C. Campbell CAE Professional Services (Canada), Inc. Approved by Original signed by Robert Burton Robert Burton Section Head, Joint Systems Analysis Approved for release by Original signed by Paul Comeau Paul Comeau Chief Scientist © Her Majesty the Queen in Right of Canada, as represented by the Minister of National Defence, 2012 © Sa Majesté la Reine (en droit du Canada), telle que représentée par le ministre de la Défense nationale, 2012 Abstract …….. The Capability Based Planning (CBP) process in Canada is based on an extensive data model that integrates scenario information, effects information, capabilities, force elements, a strategic cost model, and a Program Activity Architecture (PAA) model. Each element is a dense and highly inter-related set of data. Understanding the breadth and depth of considerations that must be made in CBP is difficult for senior decision-makers and their staffs. This contract investigates the potential for information visualization to support these people in understanding and making effective use of CBP model data to support decision-making. To this end, this report describes the preliminary use of two information visualization toolkits (Prefuse and Flare, selected during phase I of this work) to develop visualizations. This work had two purposes: familiarization with the toolkits, and evaluation of the relative strengths and weaknesses of the two toolkits. The output from this preliminary work is presented here, as are the results of an evaluation session involving the contract Scientific Authority (SA). Based on this preliminary work, Prefuse is recommended for further development work, and a number of features of a prototype information visualization application are introduced that may be helpful for senior decision makers. Résumé …..... Au Canada, le processus de planification fondée sur les capacités (PFC) s’appuie sur un vaste modèle de données qui intègre de l’information sur le scénario, de l’information sur les effets, des capacités, des éléments de la force, un modèle de coût stratégique, et un modèle d’Architecture des activités de programme (AAP). Chaque élément contient un ensemble de données denses et hautement interreliées. La compréhension de l’étendue et de la portée des considérations qui peuvent être utilisées dans la PFC est difficile pour les principaux décideurs et leur effectif. Le présent travail permet d’examiner la possibilité d’utiliser la visualisation de l’information afin d’aider ces gens à comprendre et à utiliser efficacement les données du modèle de PFC pour appuyer la prise de décisions. À cette fin, le rapport décrit l’utilisation préliminaire de deux trousses d’outils de visualisation de l’information (Prefuse et Flare, qui ont été sélectionnés pendant la phase I de ce travail) afin de développer des outils de visualisation. Ce travail avait deux objectifs : la familiarisation avec les trousses d’outils et l’évaluation des forces et faiblesses relatives des deux trousses. Le résultat de ce travail préliminaire est présenté dans ce rapport, ainsi que les résultats de la séance d’évaluation faisant intervenir l’autorité scientifique des marchés (ASM). À partir des travaux préliminaires, Prefuse a été recommandé pour le travail de développement à venir. De plus, certaines caractéristiques d’un prototype d’application de visualisation de l’information ont été mises en œuvre et pourraient être utiles aux principaux décideurs. DRDC CORA CR 2012-065 i This page intentionally left blank. ii DRDC CORA CR 2012-065 Executive summary Capability Based Planning and Information Visualization: Development of Visualizations Campbell, C.; Labrie, M-A.; Lamoureux, T.; Guo, R.; Smith, G.; and Pronovost, S.; DRDC CORA CR 2012-065; Defence R&D Canada – CORA; March 2012. Introduction or background: The Capability Based Planning (CBP) process in Canada is based on an extensive data model that integrates scenario information, effects information, capabilities, force elements, a strategic cost model, and a Program Activity Architecture (PAA) model. Each element is a dense and highly inter-related set of data. Understanding the breadth and depth of considerations that must be made in CBP is difficult for senior decision-makers and their staffs. This contract investigates the potential for information visualization to support these people in understanding and making effective use of CBP model data to support decision-making. To this end, this report describes the preliminary use of two information visualization toolkits (Prefuse and Flare, selected during phase I of this work) to develop simple visualizations. This work had two purposes: familiarization with the toolkits, and evaluation of the relative strengths and weaknesses of the two toolkits. Results: The output from this preliminary work is presented here, as are the results of an evaluation session involving the contract Scientific Authority (SA). Flare was found to be more attractive for users, but it was harder to use because of the need to learn ActionScript. A number of different visualizations were developed in each toolkit, as follows: Dependency graph (Prefuse and Flare); Hyperbolic tree (Flare); Tree view (Prefuse); Tree map (Prefuse); and, Term/word cloud (Prefuse). Also, a number of demonstrations of different interactions were developed for each toolkit. Given the degree of familiarity with Prefuse, in part because it is Java based, it was decided to focus on Prefuse for the development of an information visualization prototype. Significance: The preliminary work with the two information visualization toolkits allowed the team to select a toolkit on which to focus effort, and led to the development of plans for a prototype information visualization application, to be described in a report for phase III of this contract. DRDC CORA CR 2012-065 iii Future plans: Based on this preliminary work, Prefuse is recommended for further development work, and a number of features of a prototype information visualization application are introduced that may be helpful for CBP decision makers. iv DRDC CORA CR 2012-065 Sommaire ..... Capability Based Planning and Information Visualization: Development of Visualizations Campbell, C.; Labrie, M-A.; Lamoureux, T.; Guo, R.; Smith, G.; and Pronovost, S.; DRDC CORA CR 2012-065; R & D pour la défense Canada – CORA; Mars 2012. Introduction ou contexte: Au Canada, le processus de planification fondée sur les capacités (PFC) s’appuie sur un vaste modèle de données qui intègre de l’information sur le scénario, de l’information sur les effets, des capacités, des éléments de la force, un modèle de coût stratégique, et un modèle d’Architecture des activités de programme (AAP). Chaque élément contient un ensemble de données denses et hautement interreliées. La compréhension de l’étendue et de la portée des considérations qui peuvent être utilisées dans la PFC est difficile pour les principaux décideurs et leur effectif. Le présent travail permet d’examiner la possibilité d’utiliser la visualisation de l’information afin d’aider ces gens à comprendre et à utiliser efficacement les données du modèle de PFC pour appuyer la prise de décisions. À cette fin, le rapport décrit l’utilisation préliminaire de deux trousses d’outils de visualisation de l’information (Prefuse et Flare, qui ont été sélectionnés pendant la phase I de ce travail) afin de développer des outils de visualisation. Ce travail avait deux objectifs : la familiarisation avec les trousses d’outils et l’évaluation des forces et faiblesses relatives des deux trousses. Résultats: Le résultat du travail préliminaire est présenté ci-dessous ainsi que la séance d’évaluation faisant intervenir l’autorité scientifique de marchés (ASM). Aux yeux des utilisateurs, Flare était plus attrayant, mais il était plus difficile à utiliser étant donné que les utilisateurs devaient apprendre le programme ActionScript. Diverses visualisations ont été développées pour chaque trousse d’outils, les voici : Diagramme de dépendances (Prefuse et Flare); Arbre hyperbolique (Flare); Vue d’arborescence (Prefuse); Carte d’arborescence (Prefuse); Nuage de termes/mots (Prefuse). De plus, un certain nombre de démonstrations de diverses interactions ont été menées pour chaque trousse d’outils. En raison du degré de familiarisation avec Prefuse, en partie parce qu’il est basé sur le langage de Java, on a décidé de mettre l’accent sur Prefuse en vue du développement du prototype de visualisation de l’information. Importance: Le travail préliminaire effectué à l’aide de deux trousses d’outils de
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