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Facilitating Remote Science Teams Albert M. Selvin* ** and Simon Buckingham Shum ** ** Knowledge Media Institute Open University Milton Keynes, UK MK7 6AA [email protected] * Verizon 500 Westchester Ave. White Plains, NY USA 10604 [email protected] Mars Society Conference, Chicago, IL, August 2004

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Page 1: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

Facilitating Remote Science Teams

Albert M. Selvin* ** andSimon Buckingham Shum **

** Knowledge Media InstituteOpen University

Milton Keynes, UK MK7 [email protected]

* Verizon500 Westchester Ave.

White Plains, NY USA [email protected]

Mars Society Conference, Chicago, IL, August 2004

Page 2: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

Agenda

The context for RST facilitation Roles and responsibilities Process Expertise required Lessons learned Research directions

Page 3: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

The context for RSTfacilitation Supporting RST scientists distributed in

multiple locations in Analyzing incoming science data Formulating recommendations to the hab crew re

specific goals, objectives, and tasks Improving RST/crew processes in general, and Understanding and improving the role of

collaboration software tools and strategies inparticular

Before, during, and after teammeetings/telecons (SOWGs)

Page 4: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

Roles and responsibilities RST members

Review materials beforehand Prepare analyses Participate in RST telecons

RST lead Chair the telecons

Crew uplink lead Create knowledge representations Publish materials from crew sessions

Crew members Participate in crew sessions Create knowledge representations (using Compendium)

Meeting Replay team Create web-based videos of crew sessions integrated with Compendium

knowledge representations Science Organizer team

Integrate and maintain SO repository of science data

Page 5: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

Roles and responsibilities RST facilitator

Gather, prepare, and publish materials before RST meetings From Science Organizer, Meeting Replay, Crew Compendium

exports, RST analyses, emails, and other resources Arrange telecon/web conferences Convene sessions Assist in locating and analyzing science data Capture discussion and decisions during the sessions Assist RST with software/tool issues Build and modify Compendium knowledge representation on

the fly Retrieve materials from other tools and repositories and

integrate them into the knowledge representation Create summary materials at the conclusion of each session Publish the materials to the web and other repositories

Page 6: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

RST facilitation process Gathering and preparing materials

beforehand

The following examples are all from the May 6 2004RST session

Page 7: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

Science Organizer itemMethodology maps

Hab crew maps

Emails

Images

RST Analyses

Web resources

Create Portal map

Convene Webex sessionPublish to web

Page 8: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

RST facilitation process

Capture discussion and decisions duringthe sessions

Page 9: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

11m31s

Page 10: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

11m58s

Page 11: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

12m14s

Page 12: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

12m22s

Page 13: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

12m40s

Page 14: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

15m02s

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26m23s

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36m22s

Page 17: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

RST facilitation process

Assist in locating and analyzing sciencedata

Page 18: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

121m04s

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121m27s

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125m36s

Page 21: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

RST facilitation process

Create summary materials at theconclusion of each session

Page 22: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

101m47s

Page 23: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

102m30s

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102m32s

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128m59s

Page 26: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

Expertise required To perform RST Facilitator role:

Listening and interpreting Intervening in ‘normal’ conversation flow Getting validation for captured material

Building hypertext representations onthe fly

Interrelating data and objects Adding metadata Software-specific skills

Conventionalfacilitationskills

Knowledgemediafacilitationskills

Page 27: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

Lessons learned Effective approach with high potential Software tools and methods worked well; gaps and

improvements identified Key issues:

Make it as fast and easy to gather and review materials inadvance as possible

Publish on the web; don’t require individuals to installsoftware, import data, and/or use tools unless necessary ordesired

Improve interrelationship of science data and RST/crewdiscussion and annotations (voice notes, images, geographiclocations, URLs, etc.)

Create ‘virtual repository’ so each tool can referencecommon elements (Science Organizer, Brahms, MeetingReplay, Compendium, etc.)

Page 28: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

Research directions Human performance and software

support Better understanding of what skills are

actually used by expert practitioners, inorder to identify Needed skills Training methods Improved software support

Page 29: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester

Research: “On the fly”practice skills Close analysis of sessions shows that facilitators don’t just

transcribe conversation and follow preset procedures, butimprovise and make constant small decisions on what level ofengagement to employ with participants

Modes of engagement Direct Semi-direct Indirect Detached

In each of these, there can be a variety of ‘move’ types Individual Compound Mini-projects

Page 30: Facilitating Remote Science Teams - Open Universityprojects.kmi.open.ac.uk/coakting/nasa/FacilitatingRemote...Milton Keynes, UK MK7 6AA s.buckingham.shum@open.ac.uk * Verizon 500 Westchester