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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Know-How Mapping: From i* to ME-maps</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Jian Wang</string-name>
          <email>jianwang@whu.edu.cn</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Arnon Sturm</string-name>
          <email>sturm@bgu.ac.il</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Daniel Gross</string-name>
          <email>daniel.gross@utoronto.ca</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Eric Yu</string-name>
          <email>eric.yu@utoronto.ca</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Faculty of Information, University of Toronto</institution>
          ,
          <country country="CA">Canada</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Information Systems Engineering, Ben-Gurion University of the Negev</institution>
          ,
          <country country="IL">Israel</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>State Key Lab of Software Engineering, Wuhan University</institution>
          ,
          <country country="CN">China</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>Much of the knowledge in technology domains is “how-to” knowledge that offers solutions to problems, or means to achieve desired ends. In previous work we illustrated how i*-based goal modeling can be used to map out the state of the art in a technical domain, detect gaps, and recognize advances. Our recent work, which includes user studies, suggests that the full expressiveness of i* may not be necessary for mapping know-how. In this paper, we propose ME-maps, a know-how mapping technique inspired by, but simpler than i*, with the aim of easier and wider adoption. We propose to use CmapTools, a widely-used platform for concept mapping, to support the collaborative construction and sharing of know-how maps. Lessons learned from this initiative could potentially inform the ongoing evolution and refinement of i*.</p>
      </abstract>
      <kwd-group>
        <kwd>know-how map</kwd>
        <kwd>concept map</kwd>
        <kwd>means-ends</kwd>
        <kwd>CmapTools</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        With the fast evolution of technological innovations, it has become a big challenge for
researchers and practitioners to keep track of the latest development in domains of
interest. Systematically organizing the knowledge of various studies reporting on
technological advancements within domains has been increasingly important. Our
previous work has illustrated how know-how mapping can be used to map out the
state of the art and advances in a technical domain [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. More specifically, using
knowhow mapping we can represent and capture means-ends knowledge in domains, and
highlight their structure in terms of problems, qualifying properties and existing
solutions.
      </p>
      <p>
        In [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] we illustrated how i* based goal modeling can be used for know-how
mapping, relying especially on means-ends relationships and softgoal contributions.
However, our recent work, which includes user studies, suggests that the full
expressiveness of i* [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ] may not be necessary for this purpose. We thus examine a lightweight i*
based approach that minimizes unfamiliar graphical notations and modeling
constructs [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. Our aim is to find a better balance between expressiveness and ease of use
to facilitate wider adoption of the know-how mapping technique amongst researchers
and practitioners, while retaining the core ideas behind i* modeling and reasoning.
2
      </p>
    </sec>
    <sec id="sec-2">
      <title>An Illustrative Example</title>
      <p>Referring to Fig. 1, the main objective is to Order page results from Web query, with
Reliable ordering as a desirable quality. One way to order pages is to Rank pages
according to authority, with the following desired qualities: Query-dependent authority relevance,
Reduced topic drift, Increased relevant authorities, and Stability of ranking wrt small changes.
Rank pages according to authority can in turn be achieved by Use(-ing) graph theoretic
approach or by Use(-ing) Bayesian approach. Use graph theoretic approach consists of
task Calculate page graph ranking, as well as other tasks that are not shown on the map.</p>
      <p>Each of the lower-level alternative solutions may affect some of the higher-level
qualities. For example, Use hub averaging Kleinberg contributes positively (“+”) to
quality Reduced tight knight converges (TKC effect), but negatively (“-”) to quality Stability of
ranking wrt small changes. A quality at a lower-level may also contribute to qualities at
the higher-levels. For example, quality Stability of ranking wrt small changes contributes
positively (“+”) to Consistent ordering, which further contributes positively (“+”) to
Reliable ordering.</p>
      <p>
        Each node and link in the ME-map can have an associated context, and one or more
references. Clicking on the note icon associated with Order page results from Web query
reveals that it has a context Web pages are within a hypertext link structure, which is a
condition for the task to be applicable. Clicking on the reference icon associated with
Use classic Kleinberg leads to the original reference source via its URL, [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] in this case.
3
      </p>
    </sec>
    <sec id="sec-3">
      <title>Overview of the ME-map</title>
      <p>
        In the preceding section, we introduced ME-mapping with an example. We used a
reduced set of i*-based constructs and avoided specialized graphical notations. In
particular, we leverage the more broad based practice of concept mapping. We are
therefore able to take advantage of existing platforms and tools. We are using
CmapTools1, which is extensively used in high school teaching [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. It supports
collaborative construction and sharing of concept maps. The Concept Maps approach
was derived from the psychology of early childhood concept learning [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ].
      </p>
      <sec id="sec-3-1">
        <title>Context (can be assigned to nodes and links) is applicable condition [not exist] Reference (can be assigned to nodes and links)</title>
        <p>While the user may have a general concept mapping tool at their disposal, the
MEmapping approach guides the user towards focusing on means-ends relationships.
Table 1 summarizes the differences of modeling constructs in i* and in ME-map.
Compared to i*, we have reduced the constructs to 2 types of nodes and 4 types of
links.</p>
        <p>The task is the main node type in the means-ends hierarchy. We avoid the extra
mental effort to distinguish between goal and task and to interleave them in the
means-ends hierarchy, as recommended in i*. The distinction is implicit and implied
by the relationships. The notion of task (in ME-map) thus plays a dual role.
Depending on its relationship with other tasks, a task can be interpreted either as a problem
(in relation to lower level nodes) or a solution (in relation to higher level nodes). In
some cases, this also results in a more condensed means-ends hierarchy.</p>
        <p>A quality, the second node type, is used to express a quality attribute that is desired
for the associated task. It takes the place of the i* concept of softgoal, but opting for
an everyday-language term.</p>
        <p>The achieved-by link represents the means-ends relationship that is at the heart of
ME-mapping. It indicates that the children tasks provide potential solutions for the
parent task. The siblings are alternative means to the end represented by the parent
task.</p>
      </sec>
      <sec id="sec-3-2">
        <title>1 http://cmap.ihmc.us/</title>
        <p>The consists-of link indicates that a task has several sub-parts, all of which are
required to be performed for the parent task to be accomplished.</p>
        <p>Instead of using stylized graphical symbols (in contrast to the means-ends and
taskdecomposition links in i*), we have opted to spell out the English word labels to
denote these two link types in the ME-map. This is intended to draw attention to these
crucial relationships which constitute the main means-ends hierarchy in a ME-map,
and to minimize cognitive effort so as to appeal to the casual reader. A first-time user
of a ME-map is expected to be able to verbalize and paraphrase its content by
“reading out” these relationships.</p>
        <p>The association link is an unadorned straight line connecting a task and an
associated quality. It indicates the quality is desired for that task.</p>
        <p>The contribution link indicates a contribution towards a quality, from a task or
another quality. In i*, different degrees of contributions are indicated. According to our
preliminary evaluations in several domains conducted by several participants, it was
found contribution strengths are difficult to assess. For simplicity, we only indicate
contributions as being positive (+) or negative (-).</p>
        <p>Any element in the ME-map can have associated references and contexts. A
reference is the actual knowledge source from which an element was derived. A context is
the setting or assumptions in which a specific element exists.</p>
        <p>For better readability, we recommend a layout convention in which achieved-by
and consists-of links point downwards, contributions flow upwards, and that
association links are roughly horizontal or slightly downwards on one side of the associated
task.
4</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>User Study and Supporting Tool</title>
      <p>To evaluate the usefulness and usability of the ME-map approach, we conducted a
preliminary user study. Four computer science graduate students (3 PhD and 1 MSc)
participated in the exercise which consisted of the following stages: preparation,
training, know-how map construction, completing questionnaires individually, and group
discussion. The students constructed maps for their respective areas of research,
which included software ecosystems, organizational flexibility, data mining business
applications, and real-time business intelligence. Participants indicated that the
proposed approach is easy to use, and can facilitate the task of positioning a research
agenda.</p>
      <p>The user study was conducted using CmapTools, which was previously unfamiliar
to the participants. The reasons we adopted this tool are summarized as follows.
Firstly, CmapTools provides a client-server architecture, which allows easy publishing and
sharing of knowledge models, and enables such models to be linked to each other.
Secondly, CmapTools offers collaboration capabilities, which can enable users in a
distributed environment to asynchronously or synchronously collaborate in
constructing concept maps. Thirdly, CmapTools provides modeling facilities to create general
purpose knowledge models. The shapes of nodes and links can be customized
according to users’ needs. Fourthly, it offers a view mechanism, so that different views of
the same ME-map can be shown to serve different purposes. For example, users can
view the partial model about problem analysis, view the partial model about the
details of technical solutions, or view the evaluation of a specific solution. Finally, it has
a functionality to link any elements in a concept map to other types of resources such
as documents, images and Web pages. This allows any elements in a ME-map to be
linked directly to original knowledge sources.
5</p>
    </sec>
    <sec id="sec-5">
      <title>Conclusion and Future Work</title>
      <p>The longer term vision is to develop a global platform for the collaborative
construction and sharing of know-how maps. Such a platform will help research communities
consolidate their efforts, facilitate dissemination of research advances, and promote
recognition of contributions and impact. The experimentation with ME-mapping
reported in this paper is a step in this direction. While know-how mapping has different
objectives than i* modeling, the work could nevertheless generate insights on how i*
might evolve, for example, simplification for wider adoption.</p>
      <p>
        In ongoing work, we are developing guidelines to help users extract know-how
from knowledge sources and to construct know-how maps. We will investigate how
such knowledge can be extracted automatically or semi-automatically from textual
sources, and be added to existing know-how maps. We plan to use sentiment analysis
techniques to assign positive and negative contributions to qualities [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. We also plan
to equip the map with citation information in a way that would provide evidence for
the impact of the work.
      </p>
    </sec>
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