Virtual Collaboration Protocol

admin's picture

This is an entry page for discussion on the Virtual Collaboration Protocol provided by Rob Cross.

Attached is the protocol that Rob has generated to guide interactions for distributed collaboration among the WoSCR community. Please review and provide your input and thoughts on it. The protocol is attached as a MS Word .docx file (direct link here).

Discussions will be via attaching comments and replies here on http://openvce.net/vce-protocol and changes to the .doc file (with track changes on) can be made if people want to make substantive comments. They can be sent directly to Rob Cross or anyone can upload the modified copies if they wish and give the link to Rob Cross as that can be a more effective way to share the content.

A document on the use of Cmaps to use the protocol by Brian Moon is also attached as a MS Word .doc file (direct link here).

The top level process of the virtual collaboration protocol is here as a Standard Operating Procedure for "Collaborate".

Virtual Collaboration Protocol: video introduction (M4V and WMV) - download [backup 1] [backup 2]

  1. Part 1 - 00:00 - 02:30 Introduction to VCP for VCEE
  2. Part 2 - 02:30 - 07:06 Pre-Meeting 1 - Establish Process Coordinator, Invite Team, Individual Inputs
  3. Part 3 - 07:06 - 13:25 Meeting 1 - Introductions, Process Roles, Integrated Problem Map
  4. Part 4 - 13:25 - 23:00 Pre-Meeting 2 and Meeting 2 - Expertise, Mapping to Problem, Reach-out, Assignments, Introduce Solutions
  5. Part 5 -  23:00 - 28:00 Pre-Meeting 3, Meeting 3 and Afterwards - Individual and Sub-teams Develop Solutions, Case Planner and Integrator Work, Report-out, Solution Refinement, Solution Completion 

 

Comments

admin's picture

VCE Protocol Draft 1

[Note from Rob Cross - August 16, 2009 8:05:34 AM EDT]
I have made several passes through and both reacted to the comments that I could immediately as well as just tightened overall flow and language.
There are two places I have left specific comments in as I wanted to talk through things (or get others' reactions).  This includes the point on role occupant attributes for the non-process-coordinator roles and then the final plan structure (I like the Figure structure but was not sure if that was the final decision).
All other comments that I left in were either: 1) "need" comments flagged for Austin or 2) norming/forming/storming/performing points to help tie to the CWA document.
Hopefully this is continuing to push us ahead.  Please let me know how I can help on this as the document goes out to the broader team.
gwickler's picture

General Comments

The following is a list of general comments and observations:

  • Is the team size relevant? My impression was that this protocol would work well for a team size between 5 and 25 people, maybe. Is that correct? If so, this should be mentioned in the document.
  • I would not talk about Second Life meetings, but call them virtual world meetings. This seems more generic and there is nothing specific to SL in the protocol as far as I can see.
  • I'm not really sure what constitutes a "problem dimension". It is defined as an "issue in the Case", which does not really make it clear to me. But this terminology might be familiar to SMEs?
  • The protocol assumes that all team members can meet in SL, which may not be true if SMEs are distributed in far apart time zones. Could this be addressed by an addtional level in the hierarchy, if required?
  • The templates are all of the type that you would print out and complete by hand. Is there a better way of providing the templates? I'm wondering whether some CMS (Drupal) pages might be used here? This would bring up the question of document ownership and editing though. 
  • The step preceeding the second meeting involves the collection of information that does not depend on the outcome of the first, e.g. personal background. Wouldn't it be usefult ocollect this information asap?
  • The Gatekeeper role seems to be something you would only want for larger teams.
  • In the Integrated Team Experience Matrix, I would initialize the Team Members column with the names of the people who brought up the dimension. Then people who feel their name should not be there could be asked to suggest an expert, either from within or outside the team.
  • Is there a "Plan" template. I would be most interested in that since (AI) planning is my area of expertise :-)
  • Should there be a closer tie-in with technology provided via openvce.net for this project?
  • Shouldn't plan development be an iterative process? And how much guidance do LOE participants need for the planning stage? Will they have enough planning knowledge to just go away and come up with a plan? - I guess this is more a question for us than a comment on the protocol.
Jeff Hansberger's picture

Protocol discussion

A few comments and continued discussion on the following points:
"The templates are all of the type that you would print out and complete by hand. Is there a better way of providing the templates? I'm wondering whether some CMS (Drupal) pages might be used here? This would bring up the question of document ownership and editing though."
- Definitely. This is where we need the Univ. of Edinburgh input to help us work out how to best implement this through the OpenVCE site and technology. Brian has proposed the use of Cmaps for this, which need further discussion and exploration.

"Is there a "Plan" template. I would be most interested in that since (AI) planning is my area of expertise"
- Not specifically although I provided some of the documentation from National Preparedness that may be used as a frame or parts of a template. If you would like to draft a template, that would be great. Brian has translated some of the guidelines in the National Prep. document into a cmap.

"Should there be a closer tie-in with technology provided via openvce.net for this project?"
- Definitely and that's the reason I went through and noted all the technology 'NEEDS' in that document. Every place there is a NEED note, we need to sit down and figure out how best to support that need through the VCE. This is pretty critical.

Austin Tate's picture

Main structure of document and early stages

I have a few overall and structural comments which could usefully be addressed in an early revision of Draft 1 so we have a better basis to work from in our commenting.

The sections should all be numbered into main and sub sections, to make review and commenting easier.

Throughout, I do not think we should mention Second Life or Second Life meetings.  We should introduce the term Virtual Collaboration Environment (VCE) Meetings and then use VCE throughout.  Second Life should not appear as it is ONE possible platform, which could immediately e substituted for Opensim for secured behind-the-firewall meetings without any technical changes for example.  And in any case, we are working hard to ensure that alternative and backup VCE meeting modalities are available such as Harmonie web Adobe Connect pro, and even Skye on technical issues with the 3D Spaces.  We always refer to 3D spaces when we want to specifically say the Second Life style virtual worlds., and VCE when we mean these any all types of backup.

In the early stages, you launch into the role of the process coordinator.  I would like to see a section just before that covering Mission and Team Formation. 

Mission and Team Formation

  1. Who owns the problem, mission or task and who is the stakeholder in that sense.
  2. Who appoints the process coordinator and assigns them their task, and states the relationship/responsibility to problem owner.
  3. How are team members and specialists identified, invited or persuaded to join, and what is the relationship/responsibility (which might be none) of them to the problem owner. Brokering mechanism? Reward (not necessarily monetary).

Process Coordinator Role

The problem maps are mentioned in the "Expectations of the Role" bullets 2 and 3 before they are really explained.  Suggest some info before this detail is given.

Austin Tate's picture

Task Support and SOPs for Virtual Collaboration Protocol

There are some very interesting possibilities opened up in the later sections of the Virtual Collaboration Protocol Draft 1 document for task support, assistance with Standard Operating Procedures (SOPs), process support and intelligent collaborate aids.

The Edinburgh I-X/OpenVCE team have been discussing ways in which we can provide simple and easy to use versions of or I-X process panels (I-P2) and the underlying <I-N-C-A> (Issues, Nodes, Constraints and Annotations) conceptual model for collaborative working in OpenVCE.net.  This could provide task support to group members and make them aware of their current status of collaborative tasks, plans and processes.  This could also bring in active support to refine and elaborate unfamiliar tasks, and show ways in which the team can be augmented by other capabilities.

The I-Zone already has an I-X helper which connects the 3D Space to the I-X services, and this already is equipped with simple meeting and agenda support.  This could be augmented to specifically support the workflow in the Virtual Collaboration Protocol.  Note that the activities and participants in the model supported would be the collaborative workflow process itself, much like the early O-Plan and I-X workflow and C3I support levels.  The PRODUCTS of this process would themselves likely be plans, or analysis documents, which can also be described in <I-N-C-A>, but in the domain of the application case or mission.  these two should not be confused, even if some performers of tasks and activities are in both domains.

Austin Tate's picture

<I-N-C-A> as a Conceptualization for Protocol

At 10:32 21/08/2009, Robert Cross wrote:
> Looks like you can do some neat things with Status and Prioritization
> in a quick pass through the paper.  Both of those would be of great help
> to people and I look forward to seeing how this can support the experiment.

We have a methodology that will allow us to help you with the way the protocol is stated. I have suggested to the team here that we create am OpenVCE.net book section for the VCP that has two things:

  • VCP process, checklists, procedures and forms
  • A template for a specific case/mission

These would be cut and paste of your protocol initially, but then we could quickly refine that to be rooted in a solid ontology of processes, plans and process products.  This uses the <I-N-C-A> methodology, but also related to international process modeling standards such as NIST PSL.

Some features that we would try to provided to refine the protocol include:

  1. clear separation of the C3I collaboration, planning and analysis activities and the workflow of the agents involved in the collaboration itself (i.e. those typically involved with the Virtual Collaboration protocol and using OpenVCE.net to support that), from the target domain of activities and performing agents related to the mission objective.
  2. clear understanding of the "purpose" (i.e. objective or mission tasking) and the stakeholder/purpose holder for those.
  3. clear understanding of the "performer" of activities.
  4. use of verb <noun phrase> ... format for all activities and checklist items, at all levels of abstraction.
  5. clear description of (meta-level of) "process product(s)" refined by the activities - such as documents, plans or other artefacts.  Use of Object-Attribute-Value  (OAV) for this.
  6. clear relationship of activity <noun phrases> to change of value in OAV description of the process products.
  7. separation of agent performers, resources, time and other constraints from the activity description itself to allow flexibility of performance and recovery.

Austin Tate's picture

Nature of a Process - and Avoiding Limits of Visualizations

Many of the things that purport to be processes in the national preparedness documents are really checklists as reminders for elements of an overall process. This is quite typical in documents of this nature, and is one reason such documents are often verbose yet limited in usefulness for knowledge sharing. When diagrams or linear (even indented) text try to represent processes they often are poor indictors of the true underlying knowledge that is being represented.

Methodologies for knowledge capture and process modelling have their own dangers, as a very broad range of things need to be captured, and this is often only done by using a mix of methodologies including quite "soft" models (see Checkland) on soft systems modeling).  In the past with the Checkmate group at the Pentagon we modelled the Air Campaign Planning  Process (ACP) using soft systems models, IDEF-3 and Role Activity Diagramming amongst other methods to get closer to the true constraints and processes involved, rather than the previous Mitre written "blue book" which was compromised due to its focus on simopler diagrams for communicating the models.  These are important, but should always be seen as Views.

I have the same problem with Cmaps, they are fine for some things, such as for conceptual modelling to get at aspects of the knowledge, and the processes in this case.  But you can use them too far.  Some things like the skill templates are of course simple attributes and values for an object (a set of triples - OAV - in its reified form, and thus eminently suited to semantic web processing - RDF). It is represented in many ways, including relational  tables that cluster around the object, but that may not always be appropriate. Forms are a good user mechanism to visualize these, and maybe even elicit the information, tree diagrams certainly would not suit me for such details, but might be okay for some people. But cryptically the underlying knowledge should also be available, not just the surface visualization.  And exposure of that is what we need for this work.

The point is that we should not mix the underlying process and the true constraints in those process with methods to capture and visualize them.

We are analyzing Rob's protocol to extract the underlying process knowledge and to represent it in a way that will allow fo a range of uses and visualizations.  the analysis will help identify the true underlying process aspects.  Gerhard, and the others in the OpenVCE team are looking at ways we can author and modify simple looking checklists and textual process description close to what Rob has  produce in the OpenVCE Wiki, and then automatically extract them to use in process support systems, and that could include exports to RDF, OWL, etc and sending information to other tools such as the CMU catalyst, The Brain, Cmaps, I-X/I-Room, etc.

Austin Tate's picture

More parallelism

I would like to observe that the protool is in my view far too linear and centred on the three meetings in sequence. I envisage a MUCH more parallel and dynamic async and sync process than that for real uses of the VCE.

admin's picture

Project Planner -> Case Planner

We have clarified that the role of "project Planner" is to take responsibility for the domain level plan for the case, i.e. the product of the collaboration process which is the response plan for the case.  To clarify this role, it is suggested that the title project planner be avoided, as that could imply planning for the collaboration process itself.