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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>A critical view over iStar visual constructs</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Romeu Ferreira de Oliveira</string-name>
          <email>rferreira@inf.puc-rio.br</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Adilaraima Martínez Barrio</string-name>
          <email>abarrio@inf.puc-rio.br</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Jonatham Petzold de Sou- za dos Santos</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Antonio de Padua Albuquerque Oliveira</string-name>
          <email>padua@ime.uerj.br</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Julio Cesar Sampaio do Prado Leite</string-name>
          <email>julio@inf.puc-rio.br</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Pontifícia Universidade Católica do Rio de Janeiro</institution>
          ,
          <addr-line>PUC-Rio DI</addr-line>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Universidade do Estado do Rio de Janeiro (UERJ - IME)</institution>
          ,
          <addr-line>Rio de Janeiro - RJ</addr-line>
          ,
          <country country="BR">Brasil</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>The impact of the iStar (i*) on the requirements engineering community is corroborated by the large amount of research that cites, analyzes, and/or uses this modeling language. Since the creation of iStar, researchers have been using/evolving this language in different ways. Considering that iStar is strongly based on the use of graphic forms, it is important to pay special attention to the notation of its elements. This paper proposes a reflection over the modifications suggested for the graphical notation of iStar, based on the Physics of Notations. Our goal is to discuss the possible impacts of these suggestions, stressing some of its disadvantages.</p>
      </abstract>
      <kwd-group>
        <kwd>Framework iStar</kwd>
        <kwd>Physics of Notations</kwd>
        <kwd>Requirements Engineering</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>The iStar language [2] is strongly based on the use of graphic forms, therefore the
importance of its visual notations. Moody's research [10] on the Physics of Notations
(PoN) drew attention to the need of reevaluating the informative power of modeling
languages taking into account the adopted graphic notation. Moody defines 9
principles that must be considered in order to increase the visual quality and the
understanding of the models [10], they are: Semiotic Clarity, Perceptual Discriminability,
Semantic Transparency, Complexity management, Cognitive Integration, Visual
Expressiveness, Dual Coding, Graphic Economy and Cognitive Fit. The Physics of
Notations has had a considerable impact on the academic community and served as the
basis for further work [11]. This work [11] performs an analysis of the visual aspects
of iStar, in which several problems were found and possible solutions to mitigate the
problems were proposed. Analyzing the papers that quote the research on the
improvement of the cognitive power of iStar [11], without considering the studies of
Moody himself, there are only a few studies that perform some type of analysis of the
problems and give suggestions for improvement [6,7,16,17]. These researches point
indicators that the use of the alternative notation indicated by Moody may influence in
the understanding of models. However, some Moody's suggestions did not obtain
good results as, for example, the suggested modifications for the representation of
dependencies in SD diagram [6,7]. Santos et al. [17] investigated the impact of
semantic transparency on understanding and revising iStar models. After conducting an
evaluative study [17], no evidence was found indicating that strategies related to the
semantic transparency principle of Notation Physics [10] expedite the understanding
of iStar models. The authors [17] concluded that model context definition may
alleviate iStar's symbol comprehension deficit. Ruiz et al. [16] performed a comparison
between the i* notation and the alternative Moody notation, but gave no details on the
2
3</p>
    </sec>
    <sec id="sec-2">
      <title>Research goal</title>
      <p>2
results of this comparison. We have found several papers that use the concepts of the
Physics of Notations (PoN), but to analyze and/or evolve other modeling languages,
for example: [5,15,19]. In addition, we have found examples addressing iStar
research, which agree with some of the analysis of Moody's, but present different
suggestions [4,8].</p>
      <p>Our goal is to provide a critical view over the problems detected by Moody [11]. We
focused on some aspects of these problems and their proposed solutions.</p>
    </sec>
    <sec id="sec-3">
      <title>Our Observations on iStar’s Notation Problems</title>
      <p>We will focus our observations on five of Moody's principles: Semiotic Clarity,
Perceptual Discrimination, Semantic Transparency, Complexity Management and
Cognitive Fit. For the cases where we understand that there is a need for
modification in iStar we highlight possible solutions to be considered.
3.1</p>
      <p>Semiotic Clarity
Moody quotes two instances of redundancy in iStar. The first case is related to the use
of two different symbols to represent the “Belief” construct. The second case involves
the actor-type element that is shown in two different ways: circles in SD diagrams and
as a compound symbol in SR diagrams. Moody solutions are: a) Moody indicates the
definition of a single “Belief” symbol to represent the construct and to remove the
other from the notation, and b) Use the figure of a puppet in both diagrams (SD and
SR), the expanded one to represent the SR diagram, showing the inner workings of
each actor's mind (Figure 1).</p>
      <p>On the first instance, in our view, the provision of an alternative version to refer to
the belief element is not configured as a redundancy but as a feature of iStar
flexibility. The modeler could use, for example, the cloud-shaped figure to indicate soft
belief. For the second instance of the reported redundancy, we argue that the "Actor"
type element is not being represented in two different ways. In our view, what we
really have is the combination of the "Actor" construct and the use of bounding edges,
indicating that the respective actor's SR (Strategic Rationale) will be described in that
3
space. Another problem in iStar indicated by Moody and related to semiotic clarity
principle is symbol overloading. That is, when a single symbol is used to represent
many constructs (ambiguity). According to Moody there are in iStar 27 different types
of relationships, but only 5 visually distinct graphical links. To solve the problem, it
was suggested the use of different graphic shapes (instead of text or context) to
distinguish between symbols. We disagree with Moody's, for us the association between
textual elements and graphic symbols is a new symbol. We make an analogy with the
traffic signs, where most of them completely change semantics according to the
textual association. As shown in Figure 2. There are symbols that share the same graphical
form of a red circle, but the associated text totally modifies the symbol and its
respective semantics. We must also analyze the mandatory stop sign, whose reasoning about
the exclusion of the word "Stop" leads us to think about the effectiveness of the
semantics of this symbol.</p>
      <sec id="sec-3-1">
        <title>3.2. Perceptual Discriminability</title>
        <p>Moody reports a problem in Semantic Discrimination of the SD (Strategic
Dependencies) Model. It was argued that the use of the letter “D” is ineffective as a graphical
representation and that the form of the letter “D” is very symmetrical, making it
difficult to identify the direction of dependence. Finally, the use of the letter "D" on both
sides of each dependence creates visual noise: iStar diagrams are unnecessarily
confused by the amount of D's (Figure 3a). Moody solution uses conventional arrows,
making sure to use a different type of arrows from those already used in iStar (Figure
3b).</p>
        <p>We disagree with the problem appointed by Moody regarding the use of the letter
D to promote the semantics of dependency among elements of iStar. In our view, the
letter "D" carries a valid semantic load that facilitates the immediate understanding of
dependencies in the SD diagram, also helping to understand the direction of the
dependency. In addition, Moody's suggestion for the use of double arrows did not obtain
a satisfactory result according to the experimental study presented by Laue et al. [6,7].
Laue et al. [6,7] claim that using the traditional "D" symbol to represent a dependency
avoids misunderstanding of the interpretation between dependum and dependee.
Faced with this type of result we must ask ourselves if the use of arrows could
actually pass immediately the correct semantics of dependence between two elements. As a
suggestion to improve the semantic understanding of the letter “D” in an SD model,
we propose to fill in this letter. In this way, it would be even easier to identify
dependum and dependee (Figure 4). According to Moody the textual differentiation results
in symbol overload, because if we differentiate only by using labels, we will have no
4
visual distance, obtaining homograph forms. The suggested solution was the usage of
visual variables instead of text to distinguish between relationship types. We disagree
with Moody's vision of homograph generation in iStar, as we explained in our
analysis of the second problem related to the "Semiotic Clarity" principle. We agree,
however, that the use of texts in iStar could be enriched with the use of visual elements.</p>
      </sec>
      <sec id="sec-3-2">
        <title>3.3. Semantic Transparency</title>
        <p>Moody says that in iStar there is an absence of graphic representations more
significant, because most of the symbols in iStar are abstract geometric forms that do not
transmit anything on the constructions. It has been further stated that a beginner is
unlikely to be able to guess what any of the symbols of Figure 5a mean. One
suggestion is to use semantically richer figures to represent Actors. In Figure 5b Moody
points out examples of suggestions such as, for example, saying that an Agent-like
element could be shown by wearing sunglasses and holding a gun (by association
with agents of type 007). Another example would be a role-type element, which could
be shown with a hat. We disagree with the problem pointed by Moody and their
respective suggestions. To argue, initially we defend that the graphic elements of iStar
allow a greater flexibility as to the assignment of semantics. This procedure is context
sensitive and allows modelers to indicate many types of semantics to elements of the
Actor type. For example, Moura [12] and Oliveira et al. [13] used iStar as a target
language for recovering Java programs, and modeled their classes as iStar Agents.
Therefore, as long as it is concise and clear in the model, we are not restricted to the
interpretation of an agent being a person. Finally, a stick figure using sunglasses and
holding a gun could be understood as a crook, depending on the culture and region in
question.</p>
        <p>We are not necessarily criticizing the strategy of promoting clarity in the semantics
of graphical elements present in modeling languages. We understand that defining
and using more informative graphic forms may facilitate the use of models, such as
the one presented by Caire et al. [1]. However, our discussions are based on the
reassessment of some deficiencies pointed out by Moody on iStar and their respective
solutions, based on the semantic transparency principle.</p>
      </sec>
      <sec id="sec-3-3">
        <title>3.4. Complexity management</title>
        <p>Moody argues that iStar supports only two types of decomposition: Element →
element and Diagram → diagram. The author states that these two types of
decomposition do not contribute to decrease complexity and that the main weakness of iStar is
not supporting the recursive decomposition of the Element → Diagram type. This
type of decomposition would allow elements to be decomposed into new diagrams,
improving scalability and modularization. For this problem Moody solutions are: a)
Partition the SR diagram, creating separate SRs for each actor defined in the SD
diagram, and b) The iStar framework should provide recursive decomposition support,
taking into account the concepts of hierarchical visual languages. The idea is to allow
elements from one upper diagram to be represented in another diagram at the next
level (Figure 6) [11]. For example, tasks may "explode" for task decomposition
diagrams. This would result in a hierarchy of diagrams, with the SD diagram at the top
level, SR diagrams (one for each ACTOR) at the second level and lower level
diagrams ('' exploding '' elements in SR diagrams) for as many levels as required. About
the idea of partitioning, we argue that there is no limitation or prohibition to
accomplish this strategy. In our view, there has always been the flexibility of monolithic or
separate representation of the created models. Regarding the recursive decomposition,
considering the analogies with hierarchical visual languages, we emphasize that iStar
has a network structure and is not related to hierarchy concepts such as, for example,
in Data Flow Diagrams.</p>
        <p>There have been different suggestions to this problem. For example: Padua et al.
[14] defined a strategy of modularization without changing the syntax of iStar,
proposing the treatment of SD Situations diagrams, taking into account the situations of
each scenario. Moody also highlights potential navigation problems in the diagrams
created in the framework iStar. In this regard, we agree that some factors such as
increased scalability can make it challenging to explore goal-oriented requirement
models. In this context, the research by Silva et al. [18] presents a strategy based on
visualization types to assist in navigating requirements artifacts, thus mitigating the
complexity of understanding particular models.
6</p>
      </sec>
      <sec id="sec-3-4">
        <title>3.5 Cognitive Fit</title>
        <p>Moody argues that the framework iStar does not have any kind of treatment to help
novice users. In fact we found evidence on the performance discrepancy of novice
modelers in relation to those most experienced in the use of iStar [3,4,9]. However,
we believe that this fact is related not only to graphical notation. It is also said that
iStar provides poor support for manual modeling because representing constructs like
Goals, Softgoals and Beliefs can become a tiresome. To solve this, the author
suggests providing simplified symbols to create the initial sketches and a rich dialect for
the final production of the diagrams (Figure 7a). We disagree, since [11] states that
most iStar symbols are simple geometric shapes. Finally, another problem pointed in
iStar is the little attention to the cultural context. The indicated solution was usage
specific dialects/symbols according to the region. The suggestion is the use sports
symbols depending on the context (Figure 7b). We disagree, because we believe the
abstract symbols used by iStar are culturally neutral. Regarding the improvement
suggestion we disagree that using sports-related figures to refer to the "goal" element
would help in all contexts. We remember that modeling is context sensitive and
should promote flexibility in assigning semantics to the elements used in the models.
In this way, using sports figures may disrupt and not help communication among
stakeholders.
Our goal was to perform a critical analysis, taking into account the suggestions [11]
and not necessarily the correctness of the PoN [10]. Our observations are mostly
based on the author’s iStar experience, but we also considered the existing literature.
We understand the importance of conducting further qualitative studies to investigate
whether the iStar framework community agrees with the views recorded here or not.
Before accepting or discarding any ideas, no matter how promising they may seem,
they should be discussed. Hence, we believe that our paper may be an opportunity for
the iStar community to discuss ideas influenced by the Physics of Notations.
7
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