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Fitting an Activity‐Centric system 
into an ecology of workplace tools

Aruna Balakrishnan           Tara Matthews 
Carnegie Mellon University
                             Thomas P. Moran
                             Thomas P  Moran
                             IBM Research – Almaden



April 13, 2010
An activity is a set of interrelated actions 
 and events around a common goal. 
  Christensen et al. 2002; Gonzalez et al. 2004




                                                  2
Work is fragmented across tools.




                                   3
Activity Centric Computing: Solution?

ACC systems structure work around the 
construct of an activity by:
  Supporting a diverse set of actions
  Consolidating related people, artifacts, 
  resources, and actions.
               d  i
  Bardram et al. 2006; Kaptelinin et al. 2003; Muller et al. 2004; Yarosh et al. 
   2009
      9




                                                                               4
Lotus Activities




                   5
Research questions

1.
1 For what purposes do users choose an ACC 
   system among an ecology of many other 
   workplace tools? 

2. Does Lotus Activities, an ACC application, 
2 Does Lotus Activities  an ACC application  
   provide a solution to work fragmentation 
   across tools?


                                                 6
Methods




          7
Study participants

22 Users
  8 female, 14 male
  average age 37 years
       g g       y
  represented different business units within a global company


Stratified sampling methodology
  30,000 users  of Lotus Activities
  divided by Activities usage
       occasional (8), moderate (7), heavy (5), committed (2)

                                                                8
Interviews

Focused on:
  whether and how organization by activity affected their 
  ability to collect related artifacts together
        y                                g


Coded for common themes using grounded theory




                                                             9
Ecology of tools survey
What tools do you use for different tasks?
Tools                                 Task Types
Lotus Activities                      Group Management Tasks
Lotus Notes email, calendar, todo’s
Lot s Notes email  calendar  todo’s       Share materials
                                          Support awareness
Shared repositories databases             Coordinate tasks
Wikis                                     Reuse materials
IM
Meetings either phone or in‐person    Collaboration Tasks
                                          Generate ideas
                                          Solve problems
                                          Draft documents
                                          Make decisions

                                      (McGrath and Hollingshead, 1993)

                                                                   10
Results




          11
Survey results
                 Lotus       Email     Shared     Wiki   IM    Meetings
                Activities           Repository
Group
Management        51%        64%       46%        26%    32%    43%
tasks
t k
Collaboration
tasks             36%        67%       29%        8%     49%    80%




                                                                   12
Activities supported bounded 
                     in‐progress projects.
                     in progress projects
Bounded             definite goal and 
                    shorter‐term end‐point
In progress
In‐progress         actively being carried out

     [
     [Lotus] Activities… is the most effective way 
            ]                                     y
     when I’ve got a specific short‐term kind of 
     project that involves multiple people where I 
     will use it as a place to store our documents and 
     our communications as well as assign to‐dos 
     and track those...

                                                          13
Repositories and Wikis for long term
Repositories and Wikis for long‐term use. 
                 Lotus       Email     Shared     Wiki   IM     Meetings
                Activities           Repository
Group
Management        51%        64%       46%        26%    32%      43%
tasks
t k
Collaboration
tasks             36%        67%       29%        8%     49%      80%

    A wiki is for a more elaborate effort of consolidation of 
    information created over the course of months. The 
    Activity is just for that set of concrete tasks – l t’    
    A ti it  i  j t f  th t  t  f          t  t k   let’s say one  
    week…– where you have to do something very specific... 
    Once it is done, you may want to share that on the wiki.

                                                                      14
Complimentary tools

Lotus Activities worked in conjunction with 
  shared repositories and wikis.

Using all these types of tools did not add to 
 fragmentation of work across tools because  
 f            i   f      k         l  b
 they were used during different phases of a 
 project.
     j


                                                 15
Collaboration tasks
                 Lotus       Email     Shared     Wiki   IM    Meetings
                Activities           Repository
Group
Management        51%        64%       46%        26%    32%    43%
tasks
t k
Collaboration
tasks             36%        67%       29%        8%     49%    80%

1. Participants use Activities for group management tasks 
   more than for collaboration tasks.




                                                                   16
Collaboration tasks
                 Lotus       Email     Shared     Wiki   IM    Meetings
                Activities           Repository
Group
Management        51%        64%       46%        26%    32%    43%
tasks
t k
Collaboration
tasks             36%        67%       29%        8%     49%    80%

1. Participants use Activities for group management tasks 
   more than for collaboration tasks.
2. Participants use email, IM and meetings for directed 
                         l        d         f d       d
   communication.


                                                                   17
Email contributes to work fragmentation.

Participants were motivated to try Activities in 
  order to replace email. (17 participants)
Everyone is realizing that email is not an effective way to 
keep that cohesive stream of thought. They are starting to 
move to Activities.
  Email is not the ideal way because you have the mail‐tag
  thing. You send mail around and hope that everyone reads 
  it. And you also have the problem of somebody being 
  it And you also have the problem of somebody being
  missed or somebody joins the team later and trying to get 
  them up to speed. This is the biggest advantage of Activities 
  ‐ when you introduce new people, email fails completely.
                                                               18
group management tasks
short‐term                                 long‐term


                       tools
 email                               wikis
 Lotus Activities                    repositories
                    project mgmt systems

                    resources
  papers, presentations, notes, links, spreadsheets



                                                      19
Why did Lotus Activities support certain tasks 
over others?
Design characteristics drive tool use. 


 Design characteristics         Perceptions




                                              21
Design characteristics drive tool use. 
Design characteristics
Limited structure               Perceptions
Liberal access controls




                                              22
Design characteristics drive tool use. 
Design characteristics                   Perceptions
Limited structure                        Lightweightness
Liberal access controls                  Shared Ownership
 It is not complicated from an organizational perspective. 
It is really a stream of consciousness. More traditional 
It is really a stream of consciousness More traditional
shared repositories have more structure and take more 
time to organize.
  It is a great place to quickly share information and get people 
 connected, especially when you have a team that might expand 
                                      p p                          y
 as the event unfolds from 3 to 20 people involved in the Activity. 
 It allows us to bring people in quickly. 
                                                                  23
Design characteristics drive tool use. 
Design characteristics                   Perceptions
Limited structure                        Lightweightness
Liberal access controls                  Shared Ownership


    The flexibility at which an owner can just go in, create a 
    new Activity and just start adding people. And then 
    those people can just add other people, they don t 
    those people can just add other people  they don’t 
    have to go back to the owner. That’s just amazing.



                                                                  24
Summary

1. For what purposes do users choose an ACC system 
             p p                              y
   among an ecology of many other workplace tools? 
   Activities supported bounded, in‐progress projects. 

2. Does Lotus Activities, an ACC application, provide a 
   solution to work fragmentation across tools?
   Activities helped, but does not eliminate fragmentation 
      or the need for other tools for different tasks…
   Why?
      Wikis and repositories preferred for long‐term archival use.
      Email contributes to fragmented tasks.
      Email contributes to fragmented tasks

                                                                     25
Thank you!
Barton Smith, Jimmy Lin, Lana 
Barton Smith  Jimmy Lin  Lana Yarosh


Image Attributions
http://www.flickr.com/photos/lorda/449428013/
http://www flickr com/photos/lorda/449428013/
Questions?             Summary

Aruna Balakrishnan
        l k h          Activities supported 
                       A ti iti         t d 
aruna@cs.cmu.edu
                       bounded, in‐progress 
Tara Matthews          projects.
                          j t
tmatthews@us.ibm.com


Thomas P. Moran
                       ACC system helped 
                                     h l d
tpmoran@us.ibm.com     reduce fragmentation for 
                       a specific type of task.
                              f         f k

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Fitting an Activity-Centric system into an ecology of workplace tools

Notes de l'éditeur

  1. When I started making this presentation, I opened up powerpoint. But I needed the information and support from all sort of other documentation. Second, I went to the CHI paper we had written, but that wasn’t enough. I needed also the excel spreadsheet that contained our survey data. And Third, Tara and I had written back and forth a lot on ideas in email and IM. So for this single activity, all these interrelated actions and events were required for a common goal.
  2. Additionally, for this single activity, work is fragmented across all these various tools.
  3. Activity Centric Computing is seen as a potential solution to this problem of fragmentation. Researchers claim that ACC systems encourage users to structure individual and collaborative work around the construct of an activity by supporting a diverse set of actions within a single tool and enabling the consolidation of related people, artifacts, resources, and actions.…however, the use of an ACC system in a real-world environment with real users, not recruited users, has really not be examined. That’s what we set out to do.
  4. Well, we were in luck! IBM has built and deployed Lotus Activities, a system that was designed to be activity centric. At the time of the study, Activities has over 30,000 users. 1st evaluations of this type of systemHere is a screenshot of the application and someone’s list of different Activities. It is a web-based environment and it is meant to serve as a locus for aggregating resources relevant to carrying out specific tasks. Also, it is meant to encourage awareness of project and task status and of member action, as shown here with the recent updates bar on the far right. Creating an Activity is quick and easy, as is adding members to it.
  5. We had 2 main research questions. The first was:
  6. So how did we go about answering these questions.
  7. We had 22 users that we randomly chose using a stratified sampling methodology.occasional users - 1-4 Activitiesmoderate users - 5-19 Activitiesheavy users - 20-49 Activitiescommitted users - more than 50 ActivitiesThis was a two part study – with an interview and survey.
  8. Interviews focused on our first research goal – to understand how lotus activities affected work practices.
  9. Participants were also asked to fill out a survey and this focused on what tools do people use for different tasks. We had a set of 6 tools and 2 different task types that we were interested in learning about. The 6 tools were commonly used by employees of the large company. They included…The 2 task types were group management tasks which included sharing work materials and coordinating tasks and the second type were Collaboration tasks such as solving problems together and drafting documents.
  10. On to the results
  11. Here are the survey results. We have the percent of participants who used each tool for the two different tasks.On the surface, it looks like people are using a lot of tools for similar tasks. For example, looking at group management tasks, most tools are used by about 40-50% of the users. But if we look closer, we see that people use specific tools for specific uses. What did they use Lotus Activities for?
  12. We found that Activities supported bounded, in progress projects. What I mean by bounded is projects with a definite goal and they were usually shorter term with a known end point. In progress refers to the fact that these activities were actively or currently being carried out.These quote helps illustrate this point. One participant mentioned in her interview…consolidation
  13. Going back to the survey results, we also see that Shared repositories and wikis are used for group management tasks. We found that participants used repos and wikis for long term archival use. For example, one participant said, …What about fragmentation of work across these tool groups?
  14. Well, what we found is Activities and wikis/repositories were complimentary to each other. …There was the active phase or work phase and then the after use/storage phase or archival phase.
  15. What about collaboration tasks? Participants chose to use Activities more for group mgmt tasks than for collab tasks.
  16. One reason is that these tasks require directed communication which are better supported by tools that are meant to be communication tools, such as email, IM and meetings.
  17. With respect to email, participants really felt that email was a significant contributor to work fragmentation. 17 of our participants said they were motivated to try Activities in order to replace email. This is not a new story. As one participant said…
  18. Our interviews lead us to think of group management tasks along a temporal landscape. On the left hand side, you have the daily grind of short term, active projects and as you move towards longer term projects, you use more sophisticated project management systems. Also, for archival purposes you may choose to use something more like a wiki or repository.
  19. At this point, we were really curious, why did Lotus Activities support group management tasks over collab tasks and why in particular bounded, in progress projects?
  20. We found that specific design characteristics of Activities drove how users adopted the tool. In particular, we found that two design characteristics engendered two perceptions of how people used the tool.
  21. First, Activities had a limited structure – it was easy to start and there was freedom on how to organize entries.Second, it was designed to have liberal access controls – it is easy to add new people to a group. You don’t need to get someone’s approval, give them a password.
  22. These two design characteristics lead users to feel the tool was lightweight. As this participant described…Contrast to more heavy structured tools – with access controls, complex org structures, etc; control access, control membership
  23. Second, limited structure and liberal access controls engendered feelings of shared ownership. Participants felt that everyone owned the Activity, that burden didn’t rest upon one particular member.
  24. Activities helped, but does not eliminate the need for other tools for different tasks.- Wikis & repositories are used for long-term / open-ended projects and to store materials after a tasks is completed.- Email continues to fragment tasks (since materials from many tasks are mixed into one inbox) and some users turn to Activities to reduce this fragmentation (by aggregating task materials in one place).
  25. I’d like to thank the following people and you for listening this morning.
  26. And finally, I’d love to answer any questions you have.- Categorized users: surprised it was by #activities rather than frequency of use (answer: that's the only data we could get).- Steve W. seemed unconvinced by the use of self report of tool use per task type.- Separation of tool used for client-based tools for creating information and for later storing the information, i.e., knowledge management. (I don't remember what this comment means now...)- Julia's future work suggestion: help guide people when to use Activities.- Jalal: interested in before and after -- how much did Activities help with fragmentation?