Tools
Tools_img1.gif iMap: Dilating the Eye of the Needle
The value of computer systems will not be determined by how well they can be used in the applications they were designed for, but how easily they can be fit to cases that were never thought of.
The effective use of technology does not lie in the automation of the past.

My Interests:
Pursue a joint PhD in Emergent New Media at the CEADS.
Specific Interests: Knowledge Cartography and Ecology.
A key question is whether valuable insights into complexity, vital to governance and self- governance of social processes, may only be representable and comprehensible through presentations of an essentially artistic nature. It is then their aesthetic properties that have valuable ordering and integrative functions. Given the well- demonstrated weaknesses of current international policy- making, it would be unwise to assume that this is not the case.
I hope in part to demonstrate the feasibility of enhancing comprehension, and navigating complexity, using features uniquely dependent upon the riches and subtleties of artistic insight. The concern here is with the design of a flexible architecture to demonstrate how the power of both "scientific" and "artistic" approaches may be integrated to enhance comprehension and navigation of complexity -- as well as offering new forms of creativity in response to complex conditions.
I hope to develop the software (iMap) and process necessary to the new disciplines implied above.
These complementary tools involve a variety of overlapping research challenges. The proposal focuses on developing application of tools rather than on the tools themselves.
The proposed research would explore and specify a suite of 18 complementary modules which can enhance community dynamics and the sharing of information between people in local communities under a variety of conditions.
The immediate research goals would be to review, examine, test and augment relevant existing software in a variety of community environments. Much of this work would build on existing initiatives and interests of the proposers.
Tools_img2.gif Need
graphic
1. Pressing problems in knowledge handling policy
At a time when we are exposed to:
    • a multitude of documents in every specialized field of knowledge,
    • a multiplicity of often-unsuspected interconnections between the concerns of different specializations, and
    • an increasing need to interrelate the knowledge of seemingly unrelated fields, we are having difficulty in:
      • (i) producing documents cheaply,
      • (ii) distributing them widely, rapidly and in sufficient languages, and
      • (iii) organizing the documentation centres, libraries and information systems to handle them.
The complexity of the knowledge handling system is such that conceptual ambiguity is the rule rather than the exception. At the same time we are running short of the paper which permits us the luxury of our incredibly ineffective, document-oriented system.

Furthermore, and more serious, the cumbersome nature of the knowledge handling system effectively prevents the maintenance of "thinking momentum" (2) on any issue, whether for an individual or in group interaction between researchers. Such disruption of innovation is increasingly intolerable as well as dangerous because of our dependence upon collective innovative and rapid responses to the many problem of society. The scholar's relaxed acceptance of extended delays (deriving from the monastic tradition and the priorities of the gentlemen-of-leisure who fathered many of the sciences) can no longer set the standard for knowledge handling [1].
The US National Science Foundation has invested heavily over the past decade in abstracting and indexing services for a range of disciplines. It recently summarized the current state of affairs as follows:
"The world's store of scientific and technical literature continues its exponential growth, with a corresponding diversification of the uses to which it can be put. We may be nearing the limits of what can be accomplished by printing, mailing, storing, and retrieving pieces of paper." (3)
This is not the place to detail the evidence in support of this view. A significant practical example, however, is the case of the United Nations. A former President of the General Assembly remarked that "the United Nations is drowning in its own words and suffocating in its own documentation" (4). The UN Joint Inspection Unit notes that "the point of saturation has now been reached and indeed overstepped and that the law of diminishing returns is taking over" (5). Their solution implemented, however, is "to set once and for all, and strictly enforce, a reasonable but drastically reduced ceiling to the volume of documentation its various bodies call for and its services produce" (5). It can be argued that such a response to the problem is incredibly short-sighted in view of mankind's need for new knowledge and the right of all to participate in the generation of that knowledge and to receive the associated information. To reduce severely the means of storing and disseminating such knowledge within the world's key organizational system, without seeking a more appropriate complementary medium, can only be counter-productive and unsatisfactory.
If some limit is being reached then the National Science Foundation, continuing the above quotation, considers that:
"effective communication will necessarily come to depend upon electronic means of handling information. In any case, for significant improvements in the accessibility and usefulness of the information handled we must look beyond paper-based communications to a computer- sensible literature, stored in central facilities for instantaneous presentation at remote terminals anywhere. To create such a literature through the conversion of printed literature would be slow, inefficient, and formidably expensive. For this reason, a goal for publication is to capture new literature in computer-sensible form at its source." (3)
The same document identifies other interrelated goals:
    • As in the case of publication, therefore, a goal for data banking is to capture new data compilations at their source.
    • A goal for computer-sensible information resources is to share them through a network of their holders.
    • A goal for information searching is to provide the needed capability through remote terminals which individuals can use at their places of work.
    • The process of electronic publication . . . would thus be completed through the electronic analog of a journal subscription. . . The same facilities could also be employed for less formal exchanges of information in computer-managed conferences, which have recently been found to have great value for group problem- solving and for the coordination of activities.
    • A goal for information use is to provide computer assistance through the same terminal as is employed to acquire the information.
As is noted below, the NSF is currently funding field experiments amongst groups of scientists. As has been noted elsewhere (6), it is difficult to convey the nature of the communication process in this new computer- supported, paper-less environment. "Most of our intuitions about face- to-face interaction simply do not apply to this new and unusual form of communication... it is not surprising that computer conferencing might actually establish an altered state of communication in which the realities of fact-to-face communication are distorted and entirely new patterns of interaction emerge" (6). Some impression of the significance of existing applications may be gained from the following section. A major investment in creating and experimenting with such environments has been made over the past decade through the ARPANET at the Center for Augmenting Human Intellect, Stanford Research Institute (7, 8, 9).
2. Software and Hardware
It is much to be regretted that those who have an understanding of the existing, and increasingly available, computer hardware and peripheral equipment are rarely able to envisage innovative uses for that equipment outside certain specialized sectors of engineering and fundamental defence research.
Consequently, when such equipment is used elsewhere, the applications do not constitute breakthroughs in the ability to respond flexibly to relationship complexity and inter- sectoral contact, but only a greater ability to handle the increasing quantities of data within a predefined sector. This lack is matched for those in those sectors, which could benefit immediately from a wide variety of innovative though relatively simple applications, but who are unaware of the possibilities.
It is impossible to explore adequately in this context the significance of these devices and applications for classification-related questions. Some possibilities can however be indicated (7).
1. Computer graphics devices (CRT displays). These are now familiar to many, if only at airline reservation desks. What is much less well-known is the form of this device which can handle not only lines of text but can also display highly complex relationship networks (such as arrow diagrams) whether in two or three dimensions with many possibilities for assisting the user in the exploration, comprehension and re- representation of such (concept) networks for comprehension by others interested in alternative or simplified displays. Very complex domains may be represented on displays of several hundred colours [2].
2. Graph plotters. Complex relationship charts of up to several square meters in size may be drawn, with several colours, under computer control on the basis of data selected by the user (possibly after viewing a display of successive parts of it with the previous device). The significance of a knowledge user or institution being able to obtain and represent the structure of a knowledge domain in this way remains to be appreciated (7).
3. Computer-assisted structure elucidation. Programs are now in use for the interactive exploration by chemists of possible molecular structures in the light of inferred structural fragments and various constraints (12, 13). The approach bears many similarities to an application which should be available to users wishing to explore concept structures (e.g. in association with the proposal of the Committee on Conceptual and Terminological Analysis, and Unesco's current Interconcept program (10, 14).
4. Computer-conferencing The US National Science Foundation is now investigating the consequences of providing computer terminals to individuals who are members of geographically dispersed "invisible colleges" (3). The scholars so linked, whether in one or more countries, can exchange, store and comment on information according to an evolving agenda. Such applications may include those mentioned above. To date however the structures of the "agendas" governing the relationship between the items chosen for a particular computer conference are of the simple hierarchical variety. However, the computer does facilitate linking and sequencing keywords in the series of interventions constituting the transcript of a conference so that such associative networks may be explored in a manner somewhat similar to citation analysis. The significance of being able to use such an environment to facilitate interaction in relation to a complex evolving network of concepts, and to use the environment to explore and experimentally re- structure collectively such a network, remains to be appreciated—particularly with regard to interdisciplinary and intersectoral communication [3].
3. Knowledge representation
The previous section indicates a breakthrough in terms of hardware in support of a new knowledge- handling environment and the NSF initiative indicates that this is being very seriously explored. What is still not appreciated apparently, is the significance in such an environment of the decomposition of the "texts" of a particular author into sentences or even words. The computer permits this (by the very nature of its operation) and facilitates any recombination of his statements into new configurations (perhaps blended with those of his colleagues). This is important for concept analysis (14, 15, 17).
A stage is therefore reached in which a given text is treated by the computer as a network of key words embedded in a field of explanatory comments. The structure of the network bears an iconic relationship to the knowledge it represents. Knowledge innovation is more and more closely represented by the changes to the structure and content of that network. The explanatory and introductory comment, which constitutes the great bulk of any text is only of secondary significance and can be stripped away, given a much lower handling priority, or reprocessed into a more compact and comprehensible form by communication and education specialists. Soergel, in discussing the possibility of an automated encyclopedia, discusses this point (18) with a quotation from Bohnert et al (19):
"An increase in accessibility without a corresponding increase in human assimilation rate will be self- defeating... Often one needs to know only a central idea, result, theorem, or the methods employed, with bibliographical information for later reference, but finds that a short course in unneeded detail is required to get to it."
Little attention has been given to this problem of assimilation, other than a heightened emphasis on "speed reading". It would seem that much is to be gained by looking at the ability of the graphics devices discussed above to provide structured diagrams and displays in which a deliberate attempt is made to use inter face programs (possibly selected according to the presentation preference of the user) to provide a high degree of iconicity. Relationship structures as displayed should bear a strong relationship to the relationship between the knowledge structure which has to be absorbed as a gestalt for learning to take place (20).
In parallel columns below, an attempt is made to clarify the distinction between a hypothetical knowledge-oriented system, now technically feasible, and the current approach. The intention is not to imply that the former should replace the latter but rather to show that the former offers various means of avoiding some of the key problems faced by the latter - the two are however complementary. The distinction is basically between integration or fragmentation in the handling of information.


PRESENT: Document/Information System
FUTURE: Knowledge-representation System
Index tends to be based on simple hierarchy or alphabetic listing of subject, author and title, which can be handled on catalogue cards. Budgetary constraints usually prevent widespread introduction of sophisticated classification and cross- referencing techniques.
"Index " constitutes a complex network giving a representation of entities and relationships and the dynamics of any points under debate. This complexity can only be handled by multidimensional computer techniques. Cross- references are necessarily inserted by the author to define the location of his innovation. Others may be inserted automatically, optionally, or experimentally by computer.
Users want rapid access to documents; the index is a temporary inconvenience to gain access to a document.
Users want rapid access to the "network index" which represents the needed items of knowledge and their relationships; documents are a temporary inconvenience only used if it is necessary to re-examine data and detailed arguments justifying the entities and relationships incorporated (Document access is a secondary problem for which a documentation system may be used.)
Access to knowledge via documents means multiple reproduction and transfer of documents to a variety of libraries where they may or may not be used.
Access to knowledge is direct and does not require reproduction and transfer of documents. (Only one copy of the document justifying the amendment need exist on microfiche so that copies need only be prepared when the data and arguments must be re- examined in detail)
Out-of-date, rejected, low quality, false, old documents are retained in the system and indexed with no index indication of their status.
Out-of-date, rejected, false, etc. entities or relationships may be eliminated from the system by listing them on paper, microfilm, or other "documents" with the bibliographical source from which they were obtained (ie they are available if required but do not clog the system).
Only the knowledge held in the documents physically available at that location is accessible. The index frequently only indicates the documents held in the documentation centre in question.
All knowledge is on-line, although the supporting documents may not be physically accessible without delay.
Research is conducted primarily using documents, notes and file cards as a stimulus to creativity.
Research is conducted primarily using the knowledge-representation structure (i e. the graphical representation) as a stimulus to creativity. Private and tentative amendments can be made experimentally, shared electronically with selected colleagues, and then destroyed, stored or released electronically to a wider audience. The authors "notes and file cards" can be effectively integrated into the system to facilitate his thinking processes.
Different styles of documents are produced on the same topic for research, education, public information and propaganda, program management, policy making, etc., purposes. The same material is repeated, with some extensions and some omissions, for each audience. This leads to a "spastic" or "aphasic" response to new situations, by different portions of society due to delays in production of the documents for different audiences and to significant variations in the importance given by the authors to different items of information.
The entities and relationships entered on the basis of research insights are also used for other purposes. Instead of producing different documents and reprocessing the insights, different identified "filters" are used in presenting or displaying the entities and relationships to different audiences. In this way, each new research insight is immediately incorporated into each other form of knowledge-representation; each portion of society works from the same data base. (Problems registered by non-research bodies are immediately evident as a challenge to research.) In this way if an element of knowledge represented cannot be understood, the user merely calls for a new method of representation (of the same knowledge) possibly using isomorphs (or even analogies) from a domain with which he is familiar. (At any point he can move into a programmed learning mode and be instructed with simpler representations or work from an area of knowledge with which he is familiar.)
Each new document must carry a lot of verbal packaging to explain and define the context within which innovative elements are introduced. Such contextual material is repeated by each author concerned with that domain of knowledge. There is no guarantee that the rephrasing of earlier arguments (necessary for status and copyright reasons) will constitute an improvement facilitating greater comprehension (rather than inhibiting it).
The author need only enter the specific entities or relationships which constitute his innovation. (Since the academic's status is bound up with his specific modifications to the knowledge structure and not the verbalizations held in a document, the problem of adequate verbalization may be handled separately. Hopefully a limited number of skilled verbal presentations, from a minimum number of different perspectives and literary styles, could be constantly updated by professional writers using the best verbal arguments by any appropriate academic or communicator.)
Articles retain permanently their total length and degree of encumbrance to the document system.
Articles may retain their full length only for a period of days before being shortened or stripped (by computer) of explanatory matter and represented as a network of concepts - or simply stored on microfilm or erased.
Alternative concepts or contradictory evidence published elsewhere can be conveniently ignored in a document or textbook—particularly where the counter argument comes from another discipline (or a school of thought publishing in a different language). The risk of explicit published criticism is low in many fields, therefore the degree of support for (or criticism of) any particular element in a document remains unclear.
Alternative concepts, relationships or contradicting evidence are immediately forced on one's attention - even in the case of relationships linking to other disciplines. The degree of support for (or criticism of) any particular element is clearly evident. Members of qualified professions may "vote" on particular amendments to the knowledge structure which is their concern.
Interdisciplinary links are ignored if the author has no interest in them. As a result there is no built-in process within the documentation system which encourages integrative studies to counter-balance the further fragmentation of knowledge. Integrative studies have low status, being equated with educational texts, general reviews and journalism.
Interdisciplinary links are already held in position whether the author wants to ignore them or not. Integration of isolated items of knowledge into higher orders of synthesis is facilitated and may be undertaken experimentally, selectively and largely by computer program {searches may be made for various degrees of isomorphism between concept structures in different domains). Integrative innovations acquire a high status as a means of comprehending wide domains of knowledge and controlling the associated information.
The documentation system does not permit panoramic summary of any permanent representation of knowledge in a particular domain.
Each verbal summary extant at a particular moment is under criticism and subject to reserves from different schools of thought within the discipline or in other disciplines. In this important respect a document arising from a single group of authors can never contain the totality of views in a domain of knowledge. Only the non-concretized interaction between a succession of documents approximates to it. These invisible qualifiers on any document are a feature of the "collective mentality" of the members of the discipline. The knowledge of the discipline at any moment is very much in (and between) the minds of its members rather than on paper or in a row of books.
The forum of academic debate is concretized in a scattering of journal articles and other documents. There is little interaction between the journals but the debate is somewhat summarized in the various collections of abstracts in which the contents index gives some indication of the interventions on related topics.
Each entity link and qualification is indicated in the knowledge-representation system. In effect one "layer" of the "collective mentality" of a discipline is rendered visible. Each modification to knowledge in the domain can be entered on an hour-by-hour basis.
The knowledge-representation system constitutes a "thinking forum" in which the juxtaposition of relevant ideas from all sources is maximized. The researcher can expose himself to a pattern of theoretical formulations in the process of being continually improved, and to which he can contribute. Concepts and relationships can be "registered " by postcard, but more dynamic possibilities are increasingly available. A dozen or more specialists in a particular field {the "invisible college" for that topic) can contribute simultaneously to work on ideas being written on one "mental note pad " via electronic dialogue support systems which help them to respond to each other's ideas {even if they are a continent apart) with a rapidity that allows each of them to maintain thinking momentum.
Thinking momentum is constantly interrupted when access to new documents is required. (Long delays, 2 - 3 months, are normal; 50 months or more from initiation of research to appearance in abstracts.)
Thinking momentum is maintained since the essence of any new domain of knowledge is always accessible - all the links and entities are there {delays are measured in seconds for data links).
{This mode of operation should be compared with some discussions between academics interested in the same topic in which progress is frustrated because if someone thinks of a good idea he wants to "publish " it (to gain credit) before contributing to the thinking momentum of his colleagues - this may mean a delay of months)
Author has "published" when document is in circulation and "available"; index entries are of little significance to the author. Texts must be at least several pages in length before they are considered "documents" worthy of registration in an information system. The documentation system is embarrassed when faced with obtaining "ephemeral" or "phantom" material which has not been made commercially available through the normal publishing channels.
Author has "published" when the appropriate knowledge structure in the "index " has been modified; incorporation in "index " (through a terminal) is of highest priority for the author. Acceptable amendments to the knowledge structure can be as little as a single line of text in length, or simply the indication of a relationship between existing, but hitherto unrelated, items of knowledge. Even in the course of rapid change to the knowledge structure the paternity of each emerging formulation is identified and registered (if the author so desires).
Author's status, credibility, pride and interest are primarily associated with visible documents on library shelves and only secondarily with the research community's collective judgment on their value. The documentation problem is aggravated by the "publish or perish" code which governs much of academic life. Unless an academic produces a document he is "invisible" and loses status.
Author's status, credibility, pride and interest are associated with the visible entities and links in the graphic representation accessible to all. By switching emphasis to the specific entities and relationships which the academic has formulated, successfully confirmed or criticized - his status is determined by the bonds and entities with which he is associated. Each of his contributions is "visible" until it is superseded. They are not subject to the vagaries of document distribution patterns and the journal referee system.
The key figures in a discipline and the relationships between their spheres of influence are unclear.
The "luminaries" in a particular discipline are all visible together with the relationships between their spheres of influence.
The direction of research is governed in part by shifting fashions of credibility, status and politically determined funding (e.g. "environment", "resources", "population") which obscure the basic knowledge structure. This is only partly evident in print but is controlled by an ongoing informal dialogue centred upon the elders of the discipline who legitimate consideration of particular entities and relationships.
It is quite evident which issues are currently under debate and the manner in which the demise of a set of entities and relationships will weaken the status of a whole set of dependent elements. Current fashions would not obscure the basic knowledge structure. Ideally the system would also act as a continually updated voting board for each element, providing an opportunity for members of the profession to indicate their approval, whilst at the same time providing an appropriate focus for counter- arguments and alternatives.
The world's publishing and purchasing capacity, and the consequent necessity for the journal referee system and increasing costs, limits arbitrarily (and in many cases inequitably) the number and variety of viewpoints which can be expressed on any subject. The nature of the referee system leads to an inhibition of innovation.
The reduction of the volume of text required to "carry" any conceptual innovation, and the integration of the referee and editorial system at the computer level permits a greater number and variety of viewpoints and more subtle and equitable mechanisms for the expression of peer-group support or criticism.
Considerable intellectual, administrative and technical investments are made in achieving a unified standard of classification and description which determine the structural specifications of information systems. Relationships between different standardized schemes of this type are not facilitated nor are experiments with amendments or alternatives to any particular scheme.
The information is handled in a very flexible format. A choice may be made at any time between a variety of classification schemes. Some of these may be universal schemes, others may be specialized, and others may be experimentally employed by the user. Considerable use is made of computer power to switch between classification schemes and to restructure them {tentatively) in the light of new insights and relationship coding schemes.
Tools_img3.gif Scope
graphic

Interrelated modes

Briefly the requirement appears to be that users should be offered the possibility of:
    • (a) operating in an artistic mode to create, manipulate and contemplate colours and shapes (possibly drawn from a figure library), possibly over time and in relation to sound;
    • (b) operating in a database mode to build up relational data files;
    • (c) operating in a bridging mode to link specific features of the artistic representation (eg points, lines, shapes, etc) to data elements (whether records or files), thus effectively setting up a a new environment combining the "artistic" and "database" modes;
    • (d) operating in a navigational mode in which the artistic features can be perused and interrogated to reveal any data that they are effectively "holding". It is in this mode that creativity and insight are triggered by interaction with the aesthetically configured display.

The main purpose of this facility is to enable users to "hang" significant data elements onto memorable artistic representations which can be massaged and augmented over time to carry higher levels of ordered complexity. Features could be developed to enhance the ability of the user to reflect selected relational links between data elements into the features of the artistic representation. The software itself might be used to offer options to the user for "hanging" a range of data elements (files, programmes, relationships, images, etc) on an aesthetically dimensioned display.

Open environment

The package envisaged is not intended as a closed or over- defined environment. Rather it is a tool that grows and adapts according to the development of the user's artistic and conceptual skills over the years. In a sense the artistic representations are selected and crafted by the user into a personalized knowledge display in order to embody the full range of issues with which he is dealing. Aesthetic priorities would be used to configure together apparently incommensurable insights, where any conventional classification would be unable to provide such integration.

Clearly those with less artistic competence may draw on libraries of complex artistic figures (or have them specially crafted by specialists). These may be used as such or modified at will (as in many standard packages). Information may however be "fed" into (or onto) them by the user (possibly with the assistance of a consultant specialist -- a future role in the knowledge ordering sciences).
Over time the user would effectively be equipped with a highly personalized interface to the complex of data elements with which he deals -- effectively a personal "insight mirror". Personal preferences and challenges would govern whether this interface, like the decoration of a room or house, changed frequently or seldom. The package would not confine the user to a single representation. The same data might be hung onto one or more alternate artistic representations, each with their own advantages.

Conceptual keystones

Many documents of fundamental importance to patterns of collaboration within societies, organizations and groups (or even to an individual's creative processes) are based on sets of principles, values, qualities, policies, initiatives or other points (eg declarations, charters, action plans). These are usually listed out as a numbered sequence, possibly with nested sub- points. The conventional method of producing such documents favours (and reinforces) linear thinking at a time when non-linear, contextually- oriented approaches are often believed to be more appropriate to ensure higher levels of integration amongst the elements of the set.

The software required would aim to facilitate the ability to envisage viable configurations of functions based on structures more complex than those reinforced by hierarchical organization charts and the like. It responds to the need for potential collaborators to design "conceptual keystones" essential to the coherence and viability of unforeseen coalition possibilities in difficult situations of governance. This contrasts with the functions of hypertext which in no way aspires to offering integrative insights into the map of hypertext relations, even if this can be displayed.

The assumption made is that aesthetic representations may prove to have considerable advantages over conventional approaches to organization of knowledge in offering understanding of such keystones. But the relationship to such conventional representations may be preserved. New significance might even be given to the notion of an "artifact", without needing to coin an ugly neologism such as "artyfact".

Conceptual scaffolding

The key feature sought from this package might be described by phrases such as "conceptual scaffolding" and "insight capture". The progressively refined artistic representation would serve as a form of scaffolding for an evolving pattern of insight. The artistic dimensions provide a form of order through many patterns of associations which may be of a most tentative and even playful quality. Understanding and creativity are supported and challenged by the relation between the representation and the data held by it.

As with the construction of any building, there is a basic need for "scaffolding" to hold the conceptual and organizational elements in place, especially during the early phases of "imaginative, interdisciplinary" interconnection. It may be argued that it is the lack of this scaffolding feature which prevents many potentially useful initiatives from "getting off the ground" -- and staying up. And the more complex the psych-social structure, and the more communication space it spans, the greater the need for more complex scaffolding.

A typical function of scaffolding in a conference is to provide a framework within which complementary perspectives can be articulated, especially when there is a major tension between them. For example, when Concept A is formulated, the scaffolding holds a space for Concept B to counter-balance it. Such scaffolding is even more essential when more than two concepts have to be held in balance. As with buildings, the scaffolding provides a protection against disruptive forces in the conference process. A typical disruptive force in a contemporary conference might focus narrowly on "industry is exploitative", when the larger issue is to provide a sustainable framework in which to balance the exploitative characteristics of industry against the socio- economic benefits that it provides in the light of environmental constraints. The more complex the balance, the more vulnerable is the conference to disruptive forces.

The challenge is how to allow different category structures, and the groups advocating them, to mesh before their incompatibilities tear each other apart. This is a major issue when dealing with the strong, creative, and often idiosyncratic, personalities (and groups) whose collaboration is ideally required. It is seen in its most dramatic form in the Middle East peace process and in negotiations among the warring parties in Bosnia. The apparently disproportionate importance attached to "table layout" in any negotiation procedure is a physical indication of the nature of the conceptual challenge.

Failure to respond to this issue leads to project outputs whose only real integrative feature is the physical binding of a document containing unrelateable "integrative" contributions -- however skilfully worded the introduction may be (In German: Buchbindersynthese!).

The scaffolding required not only has implications for elaboration of new structures. It also supports the learning processes through which others subsequently come to grasp the scope of such structures as viable alternatives to the simpler conventional patterns that have proven so inadequate to the challenges of the times.

Providing means for higher and subtler degrees of order to be carried by aesthetically organized displays, allows otherwise incommensurable positions in conferences to be related in ways which the present hierarchical and legalistical approaches to order render impossible. This is also true for any emergent agreements and communication protocols. Ironically this recalls some of the underlying functions of heraldic devices and seals that still carry significance in secret societies.

Whether for a coalition of forces or for an individual, the computer-held aesthetic display could become a fundamental asset as intellectual property. It is potentially of greater value than patents or copyright because it is effectively the generative aesthetic (or template) that holds the pattern of insights through which products of lower order are created.

Where different coalitions represent their respective ordering through contrasting aesthetic displays, many opportunities then attach to the significance of the transformational pathways between them (eg through morphing). This is of special relevance to any negotiation process.

Users

A package of this kind would be most attractive to those who have a broad range of interrelated interests. Typically it would respond to the needs of those who are ill-served by normal filing systems and databases - - and find themselves constantly striving for some more significant pattern to order the complexity with which they are dealing. It would offer few advantages to those whose tasks are already well- defined by sets of files and conventional relational databases.

From an "arts" perspective the package would be most appreciated by those experimenting with new forms with which they seek to challenge conventional approaches to organization. It would provide an arena or bridge that would explicitly establish the relevance of the arts to the organization and comprehension of knowledge. But clearly it would be of very limited interest to those who are well- satisfied by more conventional software packages for artists. However it would incidentally allow those more concerned with providing commentary on details of specific works of art (eg symbolism) to attach text comments to any portions of a picture for later user interrogation.

Diversity of user preferences

It should not be expected that users would in general favour one art form over another. For the package to be of value it would have to respond to the needs of users with quite different artistic tastes -- including individuals who might alternate between different forms. Five extremes might be considered as examples:
    • (a) Free form: Here the user would employ an idiosyncratically composed combination of shapes and colours (typical of any novice user of drawing packages). Relatively little would be invested in a particular figure, and frequent changes and adjustments would be expected in order to contain the range of data elements. As with maps of a fantasy land, features would be added or eliminated as required. Emphasis is placed on the familiarity the user acquires from having made it himself.
    • (b) Classic designs: Here the user would typically make use of a well-known, or favourite, painting as a template onto which to hang the data elements. Existing software tools (including "morphing") could be applied to enable the user to transform the image in different ways, but with the expectation that the relationships between the attached data elements would be maintained through the transformation.
    • (c) Geometric symmetry: Here the user would select from a library of geometric forms in two (polygons), three (polyhedra), or more dimensions. A form of adequate complexity would be offered and/or chosen as a function of the number of data elements to be held in relationship. Typically these would be associated with differently coloured points, lines, areas, possibly with particular attention to symmetry features (great circles, poles, etc). Advantage might be taken of the inter- transformability of symmetric polyhedra to explore zooming between different levels of complexity, with the data clustered more coarsely or more finely according to level of complexity (on the associated polyhedron).
    • (d) Rotatable spherical surface: For example, data might be distributed over the surface of a sphere articulated into (coloured) zones by the projection of a symmetric polyhedron onto it. The concept is very simple. The globe is cut up into segments by lines (possibly based on regularly polyhedral projections onto the sphere). The user then simply links lines, intersections or areas to directories or files, possibly zooming into parts of the surface to get more structural detail onto which to hang such links. Clicking onto any part of the surface then brings up file name and/or content. The advantage of this approach is that the user is responsible for the "geography" of the surface and can redesign it according to need or fantasy -- even using freehand islands and continents. The globe then holds the full range of the user's concerns. The user is free to introduce as many integrative and mnemonic dimensions as seem appropriate. This seems very do-able and way ahead of the way users are all obliged to structure our many areas of interest in computer files. Hierarchical sets of directories and sub - directories become severely counter-productive after a certain point. The user can rotate the sphere, zooming between alternate polyhedral projections, to focus in on the location of details. The use of such a device can perhaps be understood as "pigeon- holes" distributed in a non- linear but organized fashion over the surface of sphere. Each feature offers the ability to store data, but the modifiable non-linear geometry of the whole offers new ways to contextualize and understand the relationship between such data elements. Known systemic feedback loops might for example be associated with pathways around the surface.
    • (e) Music: The above cases all rely on essentially static forms. It is probable that some forms of complexity can only be effectively understood through a dynamic relationship between artistic forms subject to cyclic transformation over time. In this sense music introduces a fourth, and possibly fifth, dimension -- whilst maintaining the comprehensibility of the whole.
Related frames of reference
The envisaged package may be seen as combining initiatives already explored and justified in other contexts:
    • (a) Computer-aided design (CAD): There is much experience with CAD packages which have many features of interest to this new initiative. However CAD packages treat artistic features as a consequence of design rather than as essential to the comprehension of the whole. Although skilled at manipulating complex forms and linking them to databases (on materials, suppliers, etc), complexity is essentially handled by machine rather than calling for new approaches to comprehension.
    • (b) Spatial metaphors in computer environments: This is a central concern to some features of software development and interface design as is illustrated by a recent ACM-ECHT workshop on spatial metaphors for information systems (Edinburgh, 1994).
    • (c) Multi-media: It is unnecessary to make detailed comments on the way in which these techniques are now developing rapidly, or on the arguments made for them. It is however necessary to point out that the approach advocated here emphasizes "embedding" one form of representation within another rather than relying on the association or juxtaposition of text with relevant illustrations (or sound) as in multi- media. Indeed the "illustration" selected by a user in this project may have absolutely no subtantive relationship to the content that it holds. Although its underlying pattern may be fundamental, as a metaphor, to any higher conceptual integration of the elements so related.
    • (d) "Memory palaces": There is a long tradition of mnemonic aids (Luria, Spence, Yates). The mnemonic challenge has been obscured in recent decades because of increasing reliance on paper and computer environments. The challenge of holding configurations of information in memory, as a platform for higher orders of creativity, nevertheless remains where the linear context needs to be transcended. Embedding information onto memorable surfaces is an old skill which has been most recently studied in relation to those with unusual memory and calculating skills (notably idiot savants).
    • (e) Symmetry: Major cross-disciplinary studies have shown symmetry to be both ubiquitous and fundamental to organization in many areas. Work on this topic has not yet been related through computers to that of the organization of knowledge.
    • (f) Computer games: Considerable resources are currently invested in sophisticated computer games - - far more than in any innovative use of computers for knowledge organization. Many of these games endeavour to offer the exploration of complex, multi- plane, realities that require the solution of challenging conceptual and symbolic puzzles. The newer ones increasingly place considerable emphasis on artistic quality (eg Myst). A common feature is the ability of the user to "interrogate" parts of any image (symbols, drawers, etc) for clues enabling the user to then continue his exploration. The interrogation may result in the display of text or symbols. The architecture may be decorated so as to offer clues as to where such interrogation may be fruitfully made.
    • (g) Virtual reality environments: Although of immediate relevance to standalone-PC and Internet environments, it is clear that a package of this kind is equally relevant to virtual reality environments. Indeed it is the special combination of artistic and database information that could make such a package of unique importance in opening up new virtual reality applications -- for a technology that is more likely to be constrained by lack of applications than other constraints.
The similarity to virtual reality applications under development may be seen from a recent UK innovation which converts engineering drawings of oil rigs into a walk- through virtual reality environment. At any point in the walk-through, portions of the architectural display may be interrogated to bring up technical information.
But again the emphasis in the required package is on the ability to "walk through" conceptual environments whose complexity is such that it can only be approximated by creative visualization using the full riches of the arts. This is way beyond the scope of mechanistic configurations of piping -- and yet as a piece of "art" such a configuration could indeed serve to "carry" much knowledge that might be quite unrelated to the pipework.

Range of applications

The major emphasis in each of the following cases is to enable the user to articulate a complex pattern whilst maintaining a sense of coherence and ensuring a configuration of functional checks and balances.
    • (a) Functional units in organizations: organization chart; complementarity and balance of functions; lines of communication.
    • (b) Principles in a declaration: articles; complementarity and balance of principles.
    • (c) Action plan or policy: policy elements; highlighting policy integration.
    • (d) Classification system (books, information, etc): filing codes; tracking disparate interests.
    • (e) Mind mapping: clarifying systems; creativity; philosophical organization; integrating incoherent patterns.
    • (f) Exploring structural transformation pathways: introduction of new elements; restructuring (simplification / complexification).
Tools_img4.gif Structure
graphicC. STRUCTURAL OUTLINER
The package as described might usefully be associated with another feature. "Text outliner" is a term used in word- processing packages to describe the ability to organize complex documents into nested hierarchies of chapters, sections, paragraphs and sub-elements. These hierarchies may be optionally "collapsed" to allow the user to focus on those levels of interest and to navigate around a complex document. Text may be added at any level, but kept from view until requested. An index to the whole may be prepared from the outline down to whatever level of detail is required.
The proposed package in many ways functions as a structural equivalent to the text outliner. Hence the expression "structural outliner". Users are free to zoom between levels of structural complexity (as in CAD applications) -- each with text or other information associated with their structural features.
The package envisaged suggests the need for a computer- based structural "outliner" to facilitate a non-linear approach to the creative production of such "conceptual keystones". The need for a more integrative approach may be seen in the occasional efforts to group conceptual elements, basic to a strategy, into a table, a pie-chart, a diagram, or even into a form of mandala. Although currently simplistic, the structure provides an integrative perspective that links a variety of disparate, but complementary, elements that together ensure the viability of the larger pattern.
The required package therefore focuses initially on the design of computer software (possibly adapting an existing package) for which an appropriate database is then developed in collaboration with a number of bodies. The intention is then to use these tools to provide a "catalytic context" from which new patterns of group and institutional action could emerge. The principal output would not therefore be any form of "report" but rather a piece of software (possibly a prototype). It is the dissemination of this software, ultimately through commercial channels, which would enable many people to explore the tool as a "collaboration enhancing" device. In this sense the real objective of the package is new forms of collaboration. In subsequent use the database would be receptive to user- enhancement, notably to patterns of concepts from non- western cultures.
It is envisaged that such a PC-based structural outliner would be used in a manner somewhat similar to the conventional text outliners and mind mapping aids. However the software would offer many ways of configuring the evolving set of elements within a variety of non-linear structural frameworks, whether in two or three dimensions. The geometric and symmetric properties of these would be used to suggest levels of coherence and integration absent from conventional presentations.
Its claim to originality would lie in its ability to open up (and mid-wife) new and alternative patterns of collaboration -- especially across discipline and faction boundaries. In creating this device, the purpose of inter- institutional collaboration would be to enrich its scope (as represented by the database) and explore opportunities it opened up (specifically in relation to institutional arrangements for sustainable development).
In the light of a number of collaborative international exercises (and notably the design of a collaborative process culminating in the Inter-Sectoral Dialogue in Rio de Janeiro on the occasion of the Earth Summit), it is legitimate to consider whether there is not a strategically more appropriate approach to encourage imaginative, interdisciplinary work of relevance to the policy
Scaffolding possibilities
Many of the geometric operations basic to fruitful exploration of such a structural outliner are detailed in a classic study by Robert Williams: The Geometrical Foundation of Natural Structure; a source book of design (New York, Dover, 1979). Part 3 of that work details 10 principal methods through which polygons and polyhedra can be generated or have identity changes. These include: vertex motion, fold, reciprocation, truncation, rotation- translation, augmentation- deletion, fistulation, distortion, dissection, symmetry integration. It is such operations which are required to explore transformations between structures whose features are used to carry the conceptual (and even symbolic) significance basic to any new patterns of collaboration.
Structurally an agenda or a conference programme, even a multi-track program, is rather simple -- even simplistic -- especially when considered in relation to the complex ecology of problems and organizations which are supposedly to be interrelated effectively through it. Is it any wonder that conferences are relatively ineffective at coming to grips with complex issues? What is being attempted is in defiance of Ashby's Law of Requisite Variety.
The issue is therefore how to enable users to collectively design more complex forms of conceptual scaffolding to hold in place embryonic or unstable concepts until other concepts can be fitted into the pattern to lock them into place. Ideally, of course, it is the conferencing software which should provide such scaffolding. And, like the scaffolding for buildings, it should be adjustable to different structural configurations as the building grows.
Four forms of scaffolding are especially interesting: symmetrical structures; tensegrity structures; resonance hybrids; embedding data in images.
Dynamic scaffolding and structural transformation
The need for conceptual scaffolding is clear given the kinds of complexity with which society has to work. The challenge of making the more complex structures comprehensible is also clear -- those most appropriate to the challenge of sustainable development may be beyond the ability of any single human mind to grasp. But any form of development implies structural transformation. Whilst transforming simplistic structures like conference agendas and organization charts may pose little challenge, the transformation of the complex structures described earlier are quite another matter.
The process of conceptual or social transformation appears to call for a form of dynamic scaffolding which provides some form of continuity -- from stage to stage -- through the transformation process. What we are looking for is a form of scaffolding onto which the conference's insights can be mapped at Stage I. The relationships in this mapping would then be stretched or changed in the transformation to Stage II, which might be some very different kind of structure -- suggesting new kinds of relationships between the concepts so bound (and between their proponents in the conference).
There are few examples of this kind of structure: image transformation or "morphing"; vector equilibrium.
"Structural outliner" library
Of greater potential interest is the possibility of building up and maintaining a structural library of concepts organized into sets. Whether in cultural or spiritual traditions, or in the theories of the natural and social sciences, there are a multitude of clearly defined sets of concepts. These range from religion (eg 3-fold trinity, 8- fold way), psychology (eg 4-fold Jungian types), to chemistry (8- group periodic table), and the principles of many international programmes of action.
The user would be able to draw upon a library of such structural templates based on symmetric or aesthetically balanced designs whether: tables (matrices) in 2D and 3D; polygons; polyhedra; or tensegrities; traditional forms (mandalas, etc).
In each case there is merit for a user to be able to scan through a library on the basis of:
    • (a) the range of sets (of a given discipline or area) having a given specified number of elements
    • (b) the range of forms (symmetric or otherwise) through which sets of a given number can be suitably displayed
The user can then select the set and/or the form as a basis for the organization of his own data. Note that it could be fed into some more comprehensive display as a detail that is accessible by zooming.
An associated thesaurus would be designed to provide facilities beyond those usually provided by such a function in a word-processing environment:
    • (a) Complements: Its main function would be to facilitate selection of complementary sets of terms, depending on the size of the set with which the user was working. With respect to a single element set, the synonym function is all that is called for. As usual, synonyms and antonyms are required for what amounts to two element sets. But what is also required is the ability to process items in 3-part, 4- part sets.
(b) Broader / Narrower: The thesaurus would also be used to enable identification of terms corresponding to broader or narrower terms, especially the contextual terms appropriate to the set as a whole.
    • (c) Traditional sets: This feature would enable users to browse relevant traditional sets of differing numbers of elements corresponding to the size of the set being worked (tertiaries, quaternaries, etc).
    • (d) Academic sets: This feature would offer access to sets elaborated in contemporary academic studies.
    • (e) User modified: The user would of course need to be able to amend the thesaurus in the light of specialized interests and evaluation of the library versions. The user would build up a library of complementary sets reflecting his/her specialized concerns and sense of the balance between the elements.
Restructuring
(by rules, by library, or by indications)
Many features could be developed in the light of existing packages to restructure displays, maintaining the relationships to data. They might include:
    • (a) Text reveal / hide: This feature would suppress or reveal the text associated with particular structual features.
    • (b) Structure hide / nest / pack / simplify: This feature (as in text outliners) would be used to conceal levels of detail. In the case of complex structures, this would be achieved by a transformative reduction to a simpler structure (eg from a complex polyhedron to a simpler polyhedron). This reduction would conceal the text associated with the suppressed detail.
    • (c) Structure reveal / unpack / complexify: This feature would unfold levels of structural detail. A simple structure could thus be unfolded (from a simple polyhedron to a complex polyhedron). This could follow a previously chosen transformation pathway or offer transformative options at each stage. In an edit mode, text could then be input directly (or called in from the thesaurus) into the different facets of the revealed structure.
    • (d) Other features: optimize existing; duals; propose alternatives; indicate complementaries; switch from 2D to 3D presentation; rotation; contextualize; potential complementaries; structural families / periodic tables; user additions / indications.
Tools_img5.gif Implement
graphic
D. IMPLEMENTATION AND PRACTICALITIES
It is clearly possible to design and produce such a package without reference to existing packages. This could prove to be expensive and inappropriate, especially for a demonstration package.
Given the number of features common to other existing applications, there could be considerable merit in adapting or "piggy-backing" on such initiatives.
There is also merit in reflecting on the possibility of specifically designing the package as an interface to other packages. In the simplest case it might be of immediate value as an interface through which to order a complex set of word-processing documents that would normally be held in a nested hierarchy of sub- directories.
Tools_img6.gif Conclude
graphic4. Conclusion
The above section attempts to give an understanding of the special characteristics of the knowledge- handling environment which will be increasingly accessible, if only to those in privileged institutions. For whilst there are few technical and economic constraints to prevent such an environment becoming widely accessible, it is probable that this will be obstructed by socio-political factors, including recognition of vulnerability to abuse and government control. On the other hand, there is some probability that government agencies will come to favour and promote the widespread existence of such a system as permitting a sophisticated improvement over telephone surveillance of intellectuals and social change agents.
Whatever the general outcome, it is highly probable that such environments will be developed for creative thinkers in key research disciplines and policy environments and for the conferences and institutions in which they interact. The key to the attractiveness for them of such (micro)environments is the manner in which the processes of thinking and communication are blended with those of storage, retrieval, classification and reclassification. In fact it is the intimate relationship between shared creative thinking and exploratory integrative reclassification in the light of new insights that is the chief feature of such environments. Of special interest is the manner in which the processes of:
    • analysis,
    • conceptual innovation (and its verbal representation),
    • explanatory comment,
    • linkage to related initiatives,
    • abstracting,
    • classification,
    • dissemination, and
    • peer-group assessment
effectively blur together into a new and more dynamic process whose nature remains to be explored and for which the current division of labour is inadequate.
It is unlikely that any encyclopedic system based on large amounts of textual information will be as practical or significant as the dynamic, multi-perspective, participative system outlined here—although there may be points of contact between the two approaches.
It is interesting that the right note was sounded by the US National Academy of Sciences Committee on Scientific and Technical Communication (SATCOM) in 1969 when it was stated that: "More exciting than retrieval of information from a static store is evolutionary indexing, in which user's modifications, restructuring and critical commentaries steadily improve the initial indexing. . ."
The challenge for those active in the field of classification will be to provide their proposed schemes or amendments as computer program packages or optional modules which can be easily employed in such environments in order for the user to be able to restructure (possibly only temporarily) the data base with which he is working to perceive it in an alternative light. Hopefully this would lead to improvements in the ability to classify and enhance comprehension of inter- and trans-disciplinary concepts (21, 22, 23).