A Frontiers presentation was given on this topic on January 24, 2017. The presentation used is available below and may provide some additional context on this project's research methodology. There's also another full blog post dedicated to the research for this initiative: "Packaged Views Plus: Presentation Analysis."
What are Packaged Views?
- A View is a visualization plus a set of configurations that yield a particular type of insight(s) for a user
- Packaged Views are a selection of views that Quid recommends to a user for consideration and analysis because they are likely to be relevant to the user's interest
The concept of Packaged Views exists in the current version of Quid. However, there are only 5-6 Packaged Views per data set; we don't promote them as a primary means of navigating the Visualization section; and, besides the Packaged View names and tooltips, they don't provide much context for why a given view could be valuable to a user. Our intent with the new iteration of Packaged Views is to allow users to find insights more quickly by:
- Promoting Packaged Views as an approachable, primary means for understanding a network and deriving insights by increasing their prominence in the UI navigation
- Providing a robust set of views that, in theory, would allow the user to find all the insights she needs to build a "story" or create a sharable artifact
- Providing additional context for what insights can be derived from each view and why these insights may be relevant to a user's interests
Types of Packaged Views
While doing our research and analysis, we determined that a single view does not always yield a single insight. Most views can be used to derive multiple insights, and, more interestingly, users often compare 2 or more views—either versions of the same view or different views all together—to find a single insight. Additionally, some views that are highly valuable and appear over and over again in final presentations are based on a single view but require a level of customization by the user (e.g. filtering, tagging). We categorized the different types of views as follows:
- The user can derive valuable insight(s) from a single view with its default configurations
- 1 View = 1 or more insights
- The user is required to manipulate some configurations of a view in order to derive the ultimate insight(s), OR
- The user is expected to have "advanced" knowledge on how to analyze a given view to yield a particular type of insight(s)
- 1 View + Configuration = 1 or more insights
- The user reaches insight by drawing a comparison between 2 or more views
- The views being compared many require configuration (e.g. filtering a network map by individual companies and comparing the different outputs)
- Often these views are pared with a Basic View to draw a particular type of insight
- 2 or more Views (+ Configuration) = 1 or more insights
Potential Evolution of Packaged Views
Basic Packaged Views
For the MVP, we have compiled a list of Basic Packaged Views that are most frequently used (for the News and Blogs dataset). We will present this same set of Packaged Views (per dataset) for every query. As we gain the ability to collect more information about users' intents (i.e. preset questions / use cases), we will tailor the set of Packaged Views a user is served based on what is most relevant to a given use case.
Interactive and Comparative Views
Follow-up iterations of this feature could be to add guided experiences, like using a wizard, for drawing insights from Interactive and Comparative Views.
Process for Selecting Packaged Views
- Started with the News and Blogs dataset since this is the most commonly used dataset and chose to focus on the most common "use cases" that are informed by News and Blogs: Narrative Mapping and Competitive Intelligence
- Analyzed past presentations created by the commercial team to find the most frequently used views
- Used information from a workshop with the commercial team (conducted by Yael and Ben) that identified the most valuable views and the insights each can yield
- Created a comprehensive list of views and divided each into Basic, Interactive, and Comparative categories
- Assessed Basic Views for those most frequently used and deemed most valuable (based on feedback from the commercial team)
Recommended Set of Packaged Views (MVP)
Other Views That Were Considered for Packaged Views
These views were also assessed and deemed valuable by members of the commercial team. Based on frequency of use and degree of value, we determined the following views will not be served to the user as Packaged Views—at least not in the MVP where every user is served the same set of packaged views per data set. (Users can still manually configure any of these views should they be deemed necessary)