grouperlab

Get, share, and use information well

Category: Communication and context

Huddle Up!

(Also known as “Notes on a train,” otherwise described as the experiences of being on the Amtrak Northeast Corridor commuter rail system finishing a work task while watching the cities roll past.)

 

Although it is the middle of football season, my first thought these days when I hear the word “huddle” is not of grass-stained uniforms or winning touchdown drives, but of men and women in suits in an office or conference room with pads of paper.  They are, in fact, one of the primary ways that State Department offices keep themselves organized and updated.  I find these huddles fascinating for that reason; both the similarities and the differences compared to GROUPER meetings are critically important to me.  Yes, the leader wants to hear from everyone, and there can be moments of banter and amusing references to recent activities (including those grass-stained uniforms).  However, what differs is also important, especially as I consider what I’m learning now and what I will bring back to Purdue next year.

 

A primary difference: why is it that a weekly 9-12 person huddle at State can take as little as 20-40 minutes, or that in a schedule-fluxing day, a five-person huddle can be completed in 14 minutes?  I had a sense that the reason had something to do with the experience, expertise, and professionalism of the team members.  At first, I thought it was that these teams were not getting involved in the messiness of the scrum activity of recognizing and responding to problems; I was informed, though, that this was not correct.  Yes, there are problems, and one purpose of the huddle is to inform the leader[1] when there is a situation that needs to be “escalated” in ways that only the leader has access or resources to accomplish.  It’s not the formal structure of an agenda: most huddles I’ve attended only have advanced communication at the level of “9:15 Huddle”.

 

No, the professionalism takes a very different form: one of preparation.  I have begun to notice that, on each pad of paper, there was a set of bullet points set off and highlighted about specific topics.  In each case, these bullet points seem to evolve into “what do I want my person to know about this topic, and what is the BLUF (bottom line up front) that I can share in 10-20 seconds?”  (Lest you dismiss this style of work as old-fashioned just because it’s on paper, keep in mind that some of our meetings are held in rooms where electronic devices are not permitted.)  The leader may ask about a particular topic, or provide additional “top-down” updates, but this upward-flowing expertise is of vital importance.

 

Those who have spent time in GROUPER know that I directly address the distinctions of people, products, and projects in my interactions.  Huddles aren’t professional development focused on people, although one may hear about when someone will be out or unavailable or otherwise tasked.  There is a recognition of ongoing projects, with timelines ranging from days to months.  But there is substantial focus on products: things due this week, or tomorrow, or maybe even in a couple of hours.  (Remind me to write about “paper” sometime soon.)  Huddles usually don’t get moved due to such deadlines, although they may be shortened.  That also seems to be a fundamental aspect of the professionalism—a strong sense of, and respect for, both time and advance information as critical resources for effective recognition and response to dynamic events.

 

So, whether we are working to 2-3 day deadlines for paper, or highlighting preparation for international efforts requiring 4 months of preparation, it’s not just the product deadline cycle that drives efficiencies in huddles.  I can’t generate the type of experience that a consular officer gets when trying to evacuate citizens after an earthquake or during political instability.  But I do think there is a fundamental difference between “what do I need from my person” and “what does my person need from me” that is of significant importance here.  Good huddles tend to focus on the latter?  Stay tuned.


[1] Actually, the term “leader” is rarely used at State.  I hear “principal” a lot, and I will admit that I have a certain reluctance to t calling someone my “boss”.  So, let me use “person” as a very generic term of a member / leader in greater authority and responsibility in the huddle.

Back to School

The Labor Day holiday weekend is drawing to a close, and I have finished up my second week of the Fellowship.  Even though the start dates of the semester and my tenure here in DC were the same, I have gotten to notice how much the routines differ between the two environments.  Unlike my academic routine that can adapt and adjust based on the day of the week and the differences between class and no-class, committee and research schedules, things feel distinct here.  There is a bus I catch, most days, between 8:14 and 8:40.  On Wednesdays, there will usually be lunch with the other Fellows.  There are Monday and Thursday morning “huddle” meetings.

 

However, that is not what I notice the most from the past two weeks.  I admit that I have developed a particular appreciation for my manager.  Each day, there is a specific new thing I have to learn.  How do I send a particular type of email?  What is the formatting for this kind of documentation?  Who do I contact for this activity?  Of course, he’s seen this all before, but it’s my first time.  And it’s not like I have had 3-4 weeks of easing into the situation.  I’ve already worked on international memoranda, and meetings between embassy staff and local representatives, and sat in on planning discussions with the offices of some folks whose name might appear on someone’s bumper sticker.  (But notably, the importance of the office is communicated by an acronym, or even a single letter; the people whose names are used are names I don’t recognize, and even those names go with acronyms.)  The most appropriate phrase for this experience is one that I learned during my first few weeks as an undergrad at MIT: “Drinking from the firehose.”

 

In that environment, where I’m supposed to come up to speed quickly, it seems like a luxury to have someone check in with me as many as 3-5 times per day to help me with one task or another.  In truth, some of the help sessions seem a bit remedial, teaching me things I do already know.  But he doesn’t know that.  And more importantly, I don’t always know when something I think I know how to do isn’t exactly how this organization does it.  So, I find myself learning to be more patient when being taught, and listening all the way through the lesson.  I even have a guiding document for goals to achieve over the next month or so—distinct from a to-do list of tasks, and an in-process list of assignments.

 

One of the things that surprises me most about this firehose experience is a new-found empathy and appreciation for the situations that confront new students in the lab.  We’ve been working on SoS and PoSE conceptualizations of ICT use in the SHARK and DOLPHIN and PERCH* streams for years—why are you nodding blankly at me?  Of course.  I’ve been doing it for years.  You just got here.  I just used a bunch of acronyms—shorthand for me, incomprehensible jargon for you.  Even when we get to time for a thesis outline, or a prelim draft, or a set of PhD defense slides, it does take some reminders to recognize that two dozen years of practice and 75 or more iterations don’t get transmitted easily to someone who is experiencing it all new and in an intense, nervous state.

 

I would like to hope that this lesson comes back to Purdue with me next Fall.  For a new student, or new faculty member, each new item can be part of an overwhelming onslaught of novelty and complexity.  Maybe it won’t stay that way for long, but it feels like that now.  In the senior capstone design course I teach, I remind the students to take the time to capture those initial moments of novelty and first attempts at processing and decision making, because it will be really hard to recall those feelings (and assumptions, and senses of confusion) again later.  I can tell them that, but it was a long time since I have felt that at the level I feel it now.  It’s good to be reminded of what the first few, chaotic weeks of new experience feel like.

 

IMG_3685

Photo of Little Kern Golden Trout by Middleton and Liitschwager (1988), hanging in the C Street entrance lobby of the National Academies.

 

 

*Acronym decluttering:

SoS: Systems-of-Systems. or a description of complex systems engineering settings where individual components of an overarching system represent complex systems in their own right (such as individual aircraft, with pilots and co-pilots, in the airspace over Washington, DC while Marine One is traveling across town).

PoSE: Perspectives on Systems Engineering.  This is a course that I developed to teach about four distinct traditions of systems engineering, ranging across systems thinking, cybernetics, component-whole relations, and project management.  Only in its second iteration as a hybrid distance / on-campus course, it is one of the most subscribed courses in Engineering Professional Education (and I’m not even teaching it this semester).

ICT: Information and Communications Technology.  When I first started as a faculty member, most computers had line-by-line display screens in single colors of amber or green; email and word processors and bulletin board chat groups were the most sophisticated information exchange tools available.  Even with all of the changes in capability, it’s still important to recognize that the point of these technologies were, and are, for humans to communicate.

SHARK, DOLPHIN, PERCH:  These are designations of project areas within the research lab, referring to knowledge sharing architectures, information flow delays, and applications to healthcare delivery improvement, respectively.  Check them out at https://engineering.purdue.edu/GrouperLab/streams/.

Superposition

With a flourish and frenzy of activity, the cycle has completed itself and begun once more.  This week, of course, was particularly hectic.  On Tuesday, we in GROUPER were pleased to celebrate Liang’s successful defense of her dissertation (now to finish the writing!), and after a 2-hour lab meeting, I went home and got some pleasure reading in.  Wednesday was a travel day, with challenges of unstable weather leading to one canceled flight, and ground stops due to ramp closures at both the start and finish of the second leg of the trip.  Hours late, but with the air cooled from the rain, I finally finished the trip and got home for a good night’s sleep.

 

“Hold it.  You were at home, then you got stuck during thunderstorms, and finished the trip, and went home?  Did you not get to your destination?  Was your trip canceled?”

 

Even as I write this entry, there is a type of surrealism about this week.  I’m sitting in one of the chairs I have had for over five years, with Amber on my lap, looking at her cat tree and food and a bunch of other items I clearly recognize.  The window still faces east, but the image is different: instead of an empty parking lot across the street, I see a tall tree and an office building.  In other words, the shift has now occurred.  Amber and I have moved to Washington, DC to start my position as a Jefferson Science Fellow.  My first day is next Monday, and I have begun enjoying the exploration of the neighborhoods of McPherson Square and Thomas Circle, and picking up coffee and pastry and fruit at the White House Street Market.

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Amber exploring the new window view

My world is changing significantly, and yet some things remain consistent.  I am still an engineering faculty member, but I am thinking about a completely different set of issues this August compared to last August.  Our lab meeting addressed a very interesting topic based on students’ recent experiences, and one that I will be considering very hard in the coming months.  Academia, government, and industry are considered vastly different places, and representing wildly divergent career paths for those with PhDs.  And yet, we’re taught (and have first hand experience) that a variety of people all craft their actions, decisions, and processing of information based on perceived risks, costs, and outcome benefits.  There’s only one challenge.  The benefits that drive most industry teams (profit—hey, I hear the new Aston Martins are really nice) don’t come into play at all for most academic or government folks, and the primary risk keeping academic folks up at night (someone already published my idea in that journal I love!) don’t seem to bother industry or government people much.  A government employee may complain bitterly about the costs of having to work 5-10 hours of overtime one week; many academics and industry research folks take a 60-70 hour average work week as pretty much standard.

 

You may notice that the website (http://www.grouperlab.org) looks very different than a few months ago; that took us a while to work through.  Elliott, our wonder-undergrad, did a pretty thorough redesign and architecture job, but what was more important was not just the scripting language or tab sequences.  We went back to a very basic question: who comes to our lab’s website?  Three different types of groups (yes, it’s that “use case” thing) want distinct types of information, at varying grain sizes.  Even our own GROUPER alums represent different types of interaction profiles.  We’ve got government employees seeing how our work can inform improvements for federal agencies.  GROUPERs are also rising up the ranks in industry, and may be in a position to hire a new or recent grad (in this sense, GROUPER is definitely a distinct and valued brand).  With the lab’s traditional gender mix (somewhere approaching 2/3 female), it’s not surprising that a number of alumnae list their primary function right now as “Mom”.  I see no reason to hide that, or feel guilty or ashamed to highlight such life pathways.  If everything is a system, and GROUPERs look at information everywhere, can’t those skills be applied to everything from medical information use for family members, to understanding the daily experiences of neurodiversity, to getting a front-row seat to the miracles of how humans develop broad processes of learning and skill development sets in ways that still challenge our most sophisticated machine learning algorithms.

 

Over the next few months, the GROUPER blog will be more active again, but it won’t be focusing as much just on our current lab research.  We’re still researching, of course, but we have other stories to tell, and other forms of impact and effect to consider for how we get, share, and use the information we’ve been gathering and lessons we’ve been learning.  Thanks for visiting us again after our quiet period.  Hey, it gets busy learning how to be in multiple places at once.

 

Filling in the Blanks

How can it be that it’s been nearly 18 months since my last blog entry?  Well, I could wax philosophic, and point out that the path to such an outcome is like the path to other, more positive outcomes.  It’s an accumulation of daily habits, and a series of perhaps small, but sometimes very distinct, decisions.  So, a bit of a review of what’s been happening, and what lessons can be drawn from both the period of silence and what has filled that silence.

 

I’m a big fan of waiting for a big, dramatic highlight to emphasize in an announcement.  Back in November, 2014, I was applying for a campus-level directorship position; I was pretty excited about the opportunity, and the ways that I could use my skills to connect research, and STEM engagement, and educational improvements at K-12 and university levels.  I thought I was going to get the position.  I didn’t.  In retrospect, it’s not necessarily that I was a bad candidate for the job, but a bad match for the view (by others) of what the job needed.  This is actually an important distinction, and I am convinced that I had never actually seen the idea of not being selected for a position in that light before.   Well, a few weeks of anticipation were followed by days of anger and frustration, which in turned into a more circumspect view of job searches and candidate interviews no longer just being about showing that someone is “good enough” to be considered.  Imagine that all of the finalists may be “good enough,” in some generic sense, but every complex job is a combination of factors on a very large vector of possible criteria (utility), where different people involved in the selection (stakeholders) have different ideas of the importance (weights) of the criteria, and decide what “best” looks like (stakeholders maximizing their objective function according to their multi-attribute utility weighting).  I was a really good candidate for one version of the job.  I wasn’t the best candidate for another version of the job.  That doesn’t make me a good or bad candidate overall, and certainly not a bad person.  An important lesson to learn, but not one I was ready to write about in Spring 2015.

 

The lab was going through a significant shift in 2014-15, both conceptually and physically.  We spent the first half of calendar 2015 in Wang Hall, learning how to conduct a different type of meeting with a different configuration of students (three new, first year grad students with only four or five continuing students).  We’re back in Grissom Hall as of August 2015, but the only thing about the building that’s stayed the same on the inside is the walls and bricks and windows framing the building’s outer boundary.  And we’ve had to learn an even more interesting set of dynamics: we are now at a point where much of the lab’s activity officially qualifies as a distributed enterprise.  Dissertation-writing students are working in industry, and other doctoral students are doing co-ops, internships, and other work in multiple time zones.  Lab meetings and 1:1 individual interactions are more likely to occur in Google Hangouts than Grissom 335 (my new office) or the GROUPER dedicated lab space (which doesn’t exist).  So, we have had to learn new lessons about information alignment and distributed knowledge sharing.  That’s a topic for another entry, coming soon.

 

Believe it or not, the lesson learned about being a good candidate vs. a matching candidate for the job had to be taught to me again in 2015.  This time, the position was a campus administrative post, and again, I thought I was a very good match for a visionary leadership role in a broadly influential and interdisciplinary approach to the future of the campus.  Great, right?  Except that this objective function was apparently not aligned with the utility vector of critical stakeholders.    This is neither good nor bad, in itself.  (Remember what you just told them, Barrett.)  I do believe that the transition from anger to acknowledgement happened faster this time, and to be honest, it’s a lesson that does need a very strong reinforcement over multiple administrations for me to actually learn the meaning well.

 

Oh, there’s some outcome productivity in terms of field visits, and journal papers, and GROUPER degree completions.  However, I wouldn’t suggest scheduling MS thesis defenses by multiple students on consecutive days.  We succeeded last summer, and now the number of GROUPER MS thesis grads exceeds 30.  But I’m not likely to try that again soon—it’s a lot of reading, and a MS thesis is often as much a test and oral exam for the advisor as for the student.

 

In the end, I’m better off for it, and I think we in the lab have learned a number of very important and valuable lessons.  It can be dangerous if someone gets too much in the habit of doing without considering, or acting without accepting that both “success” and “failure” can be a benefit or blessing.  One of the challenging, and yet extremely beneficial, outcomes is that the two interviews required me to very explicitly consider the question of how to manage the lab, and in essence, examine what was an appropriate “carrying capacity” of GROUPER at this stage of my career.  (I’m probably more active than ever before, with GROUPER work and GROUPERs in 2015 supported by five federal agencies—AHRQ, FAA, NASA, NSF, VA; it’s not yet the “riding into the sunset” that I had previously considered.)  We’ve been practicing skills that I see in increasing frequency in industry, but not as much in academia—how to become easy and fluent with a team operating across geography, knowledge domain, and a variety of external constraints to be focused and robust to a variety of communication channel capabilities.

 

More coming soon.  I’m expecting a big announcement in a week or so.  No, really.

 

Timing is Everything

Although it doesn’t always feel like it here in the lab, things are actually going very well.  The work calendar is quite full, and the project to-do lists continue to grow—not just in the number of items, but in the number of projects which require to-do items.  Three different Institutional Review Board (IRB) applications, with three different students.  Four research projects active, with two or three more coming on line.  The “March Madness” travel schedule I had last year is even worse: the lab has now officially declared it “Winter Madness” (from January 24 until March 14, there is only one week where I am not in an airport on Friday, Saturday, or Sunday of that weekend—and on March 21-24, I will be driving back from Chicago on Friday, and flying again on Monday).

 

Last Thursday, though, I was able to appreciate what some good timing could achieve.  A day earlier, I had escaped from the ice and snow storm that paralyzed the Southeast US: leaving out of western Virginia early Wednesday morning, on a rebooked flight through Detroit (all flights through Atlanta had been cancelled as of Monday evening).  I was only a few hours later arriving home than originally scheduled, even with delays and flight diversions (let’s hear it for multiple daily nonstops from Detroit to Indianapolis!).  Thursday was bright, clear, and even relatively “warm” (about 5F that morning, with a high temperature of approximately 30F) for a drive down to Bloomington, IN for a research meeting.  That research meeting was in support of one of our new grants, a project with the Purdue Center for Education and Research in Information Assurance and Security (CERIAS) to look at sensemaking, distributed expertise, and information presentation in cyberinfrastructure network operations centers.  The meeting was unexpectedly effective in highlighting both people to talk to and additional directions for the research to pursue.  A positive attitude to go down on the one nice day where my schedule permitted the trip was better than putting the trip off for later (given “Winter Madness” and the frequency of airspace-paralyzing storms, I am not thrilled about trying to create new one-day visits anytime before April).  At the end of the day, I even received one more treat derived from an awareness of good timing.  As I left the office, the nearly full moon was visible to the east, while the International Space Station was a fast-moving evening star traveling from northwest to northeast.  (No, I don’t have the orbital tracks memorized, but there are NASA websites and software apps for that.)  Yeah, that was some good timing.

 

Timing is a fairly popular subject of GROUPER research, even if there’s only been a couple of blog entries highlighting time pressure (and only one on time perception).  But the topic is never far from our mind.  In our direct research investigations, we talk about the sense of time pressure as the ratio of time required to complete a task to the time available to complete it (TR / TA), with time pressure increasing as you run out of time to finish faster than you run out of task to complete.  We worry about the challenge of the age and “freshness” of data when making decisions about the current state of a dynamic world (and what you need to do based on that state).  We consider how experts trade other resources for time, including the decision to create an interim solution (“safe mode”) to stabilize a degrading system to allow for more time to consider a better, more stable recovery and repair.  But how does that play out in the lab’s daily activities, other than a posting an ongoing (and continuing growing) list of deadlines?

 

Fortunately, we have been working on a set of very promising solutions (processes, really).  As I go through my travel schedule, the students get a strong sense of the “windows of opportunity” (time periods of available work capacity) where I can respond to a task request or help them make progress towards an external deadline.  A few months ago, I described some of my thought process in working in a distributed way on these tasks; I think in terms of a set of scaled answers to the student’s question.  In essence, my thought process and general formulation goes like this:

 

Student:  Dr. C., I need you to do xyz by time TD.

 

(If (TD – Now) is under 12 hours, I tend to get really upset.  Don’t do that.)

 

BSC:  What do I need in order to do xyz?

 

Student:  You need A, B, and Q.

 

(If I don’t have A, B, or Q, and the student doesn’t provide it at the time of the request, I tend to get really upset, Don’t do that.)

 

Then I usually try to provide one of a set of answers, ranging from:

 

  1. NO.
  2. Not by TD; the best I can do is Talt.
  3. I can do xyz’ by TD.
  4. I can do that, but can’t start until TS.
  5. Yes, working
  6. DONE.

 

What I didn’t expect was how providing this type of information to the students could actually change the style of interactions in lab.  It’s not that I declared some specific required email format, or that I would refuse to read emails that did not conform to that format.  But, within a week or two, I started noticing emails with subject lines including the words:

 

ACTION REQUIRED / REQUESTED, or

INFORMATION ONLY.

 

The body of the emails would specify details like:

 

Estimated time to complete: xxx

Date / time needed:  dd mmm yy hh:mm

 

So, rather than simply complying with a command, the students now understand my motivations, and my constraints, and my strategies for organizing my time.  I also pointed out that I try to set aside windows of time in advance for everyone—not just in the weekly 1:1 meetings (which, I confess, is much harder to achieve during the Winter Madness travel), but when I expect tasks towards external deadlines.  Knowing in advance how much time to set aside helps me with schedules, and allows for slipping in new tasks on an emergency or opportunistic basis.  It’s all part of a goal of “Better Information Now” that we have worked with in our projects with the Jet Propulsion Laboratory and the United Space Alliance.  Sometimes, it works very well, and sometimes it still needs adjustment and improvement.  But at least, we’re making progress.

 

It’s about time.

 

 

Who’s Your Team?

(After a recent entry entitled, They Got Game, you might think that this is turning just into a sports blog.  I promise: neither that entry nor this one is only, or even primarily, about sports.)

 

After a glut of sporting festivity, the college football bowl season and first round of NFL playoffs are now history.  (Because of the winter storm and “polar vortex” that deposited 10 in / 25 cm of snow, followed by temperatures of -22F / -30C, my satellite receiver has been offline since midday Sunday.  Supposedly, there was a fairly entertaining football game on Monday evening.  I hope someone enjoyed it.)  People who know me know that I’m a fairly intense sports fan, and I have followed both college and professional football (and college women’s basketball) for most of my life.  I have also lived in a number of locations and developed attachments to quite a few teams.  (I’m going to assume that at least a few current or alumni GROUPERs were pretty pleased with the outcomes of the Rose and Orange Bowls.)  So, it’s not surprising when I’m asked, Who’s your team?

 

This was an interesting philosophical question put to me by a close friend while we were watching one or another of the various games.  It became a philosophical question when it was pointed out to me that I was getting more upset at the commentary by the announcers than who was actually winning on the field.  It’s understandable to be disappointed when the team you’re rooting for is losing.  However, my friend pointed out that I was annoyed even when I wasn’t cheering specifically for one of the two teams playing on the field.  Suddenly, I realized that this might not just be about sports.  Fortunately, my friend and I prefer very analytical discussions, so we started to analyze it.  When I have a team that I feel an affiliation to (I consider them a version of “us”), I want them to win.  (If I don’t have an affiliation to the other team, I am perfectly thrilled to have “us” win by a large margin, in what might otherwise be seen as a poor matching of teams.)  But more importantly, I want the game to be exciting and entertaining.  I want the officiating to be consistent, appropriate, and responsive to the rules as they are currently in place.  (Like many fans, I comment about the officiating.  However, I also will frequently observe the penalty and announce both the penalty and penalized player, before the referee does so.  Did I mention I’ve been an intense fan for a long time?)  I don’t like it when the official misses calls.  But I will frequently accept that “we” had a bad play instead of always assuming a “bad ref” when a penalty is called against “us”.  Why is this?  If I want the referees to do their job appropriately (without bias or favoritism), I feel obliged to acknowledge and “own” our errors as well.    I respect good announcers who point out important elements of the game play.  However, I found myself profoundly upset when an announcer would shift from one bias to another just based on the most recent event, using general references that they’ve heard as “it’s generally known” or “everybody thinks that”… (Using trite catchphrases, especially with wrong or mixed metaphors, will always draw specific ire from me.)

 

This suggests that there is another level of affiliation going on; this other affiliation applies both to the active participation in research at GROUPER and the spectator role for a football game.  It’s not just about sportsmanship, although that’s part of it.  Let’s call it the search for The Better Rule, Well Applied (BRWA).  As you know, academics have their rankings, the equivalent of the Coaches’ Top 25 poll.  The analogy is pretty strong: the rankings for the top US IE graduate programs are voted on by the department heads of those IE programs.  So, I can be excited or upset that Purdue is #10.  But wait.  Let’s look at MIT, ranked #3.  I have an affiliation with MIT, so I should see them as “us,” right?  They don’t have any degree program called Industrial Engineering.  How about Stanford or Cornell?  Great universities.  But there are more people in human factors in Purdue IE than at the corresponding programs (again, not all IE) in those three universities combined.  They don’t do IE human factors.  This issue challenges how we might use the rankings.  I’m actually less concerned about our actual ranking than the distortion.  Hence, this is an issue of BRWA, not just whether we’re better than the (logically nonexistent) competition at a specific other department.

 

Over the past several years, I’ve had a number of students trying to pick their dissertation topics.  Some of the topics were exotic; others were relatively mundane.  However, I am concerned at how often a topic is considered unworthy because there’s not enough funding in that area.  “Well, you need to compete for, and obtain, competitive grant funding.  You need to show your colleagues at the highly ranked programs how much money you’re bringing in, and place your students at those programs.”  But hold on, my BRWA affiliation screams.  The program at XYZ university doesn’t, and won’t, have an opening in human factors.  My student would rather work in (and is better suited towards) industry or government than a research academic position.  Isn’t graduate training about seeking out creative and innovative solutions that push the frontiers of knowledge and understanding?  Isn’t the PhD supposed to be about supporting the student’s career development, more than mine—in other words, preparing them for what suits them, and appropriately emphasizing their strengths towards their best fitting pathway?

 

Sometimes, it feels like it is playing a different sport.  Some football folks talk about “winning at all costs”; others talk about integrity and sportsmanship.  They’re supposedly playing the same game, but in reality, they’re not.  In sports, and in research, maybe I’m not just playing for “winning”.  It feels like I’m playing for Truth.  In the lab, what sport are we playing?  Which “Game” do we need to bring?  My sport seems to be University (knowledge, understanding, career preparation), and I want to be a starter—or even captain—on the special GROUPER squad on the BRWA team.  Our team colors include Consent and Connection. …

 

This may not even be recognizable to other people.  It could sound like I’m rooting for the Montana team in the NFL playoffs.  (Um, not only is there no professional football team in state of Montana, there is no NFL team in any US state that borders on Montana.  Alberta and Saskatchewan have Canadian Football League (CFL) teams.  The CFL championship was played last November.)  How do you recruit for a team in a sport that others might not even see as the right sport to be playing?  Again, this is an interesting philosophical point.  For instance, why is the team BRWA, instead of GROUPER?  GROUPER can’t answer all questions, about all subjects—we specialize in human factors and systems engineering, and you need more than that to do well in University.  These questions aren’t irrelevant to working at Purdue in IE, even if they seem to be ignoring “reality”.  If we don’t ask the question, or consider the options, we never make our team or our sport better.

 

(By the way, the 2013 CFL Grey Cup Most Valuable Player was Kory Sheets, who was a running back for Purdue.)

Finishing with the Start in Mind

Hmm, Caldwell, that’s not how the Stephen Covey Habit goes.  Yeah, I know…

 

It’s not that the summer has parboiled my brain — I’ve had several pleasant vacations and focused quite actively on the concept of taking time for myself and prioritizing my own relaxation and recovery.  And in fact, we talk a lot in the lab about the excitement of connections and possibilities that come from having a bold imagination.  However, the steps involved with getting from being a brand new grad student to a freshly minted PhD combine a bit of imagination (beginning with the end in mind) with a lot of perseverance (focusing on the next step).  It’s great to have a great goal and imagine all sorts of wonderful outcomes… but as the Taoist Lao Tzu said, the journey of a thousand miles starts with a single step, with a focus on the ground immediately below one’s feet.

 

As a systems engineer, I also think of the world as a set of nested feedback control systems.  This weekend, I am getting ready to complete the graduation ceremony with placing the doctoral hood on my new PhD GROUPER alumna Marissa Vallette.  The joy of the weekend also has me thinking very intently about how Marissa arrived into the lab.  In our exit interview a few weeks ago, that initial meeting was the source of a very rich conversation.  Every student is different, with a unique mix of strengths and weaknesses (“opportunities for additional development”).  Marissa is one of the ones who, by all accounts, is likely to want to organize your files, keep track of the calendar, and ask several times exactly what is meant by that correction in paragraph 5 on page 73.  (This is by no means a complaint.  Sometimes, when you’re working on a dissertation, that’s exactly what you need to focus on.  And I am indebted to Marissa for taking on the role of organizing the GROUPER lab calendar and several of our lab documents for two years.)  And, please recall, GROUPER works on a somewhat unusual recruitment and selection model: existing members of the lab are strongly engaged in interviewing and providing feedback on potential new members.

 

I am amused when people ask Marissa how she started in GROUPER.  One version of the answer is that BSC passed the interview.  Yes, she started with a list of questions for me (reproduced with permission from MAV):

 

  • On average, how many years does it take to graduate an M.S. and/or Ph.D. student?
  • How many M.S. and/or Ph.D. students have you graduated?
  • How many M.S. and/or Ph.D. students do you currently advise?
  • Are you tenured?
  • How do you incorporate your background (e.g., research, industry experience) to industrial engineering?
  • What other commitments do you have both on- and off-campus?
  • What is your advising style? For instance, is it guided or un-guided?
  • What is your availability? For instance, how quickly do you respond to e-mails? How frequently would I be able to meet with you one-on-one?
  • Aside from departmental requirements, what is your philosophy on selecting a committee (for an M.S. and/or Ph.D. defense)?
  • How do you run your research lab?
  • What are your/the lab’s current research interests?
  • What are your/the lab’s current research projects?
  • What, if any, are the requirements/expectations of your graduate students? For instance, do you require them to publish journal papers and/or attend conferences? Are there lab meetings?
  • What funding opportunities are available both inside and outside your research lab?

 

Overall, not a bad set of questions, and if you are a student who considers themselves in need of a bit more “active involvement” from their advisor, you really want to get answers to these questions.   I admit that I would have had trouble answering these questions as a brand new faculty member—both because I wouldn’t have had positive answers to many of the questions, and because I wouldn’t have been able to articulate my philosophy as well then.  But, as Marissa said, it was good that a) I did have answers to these questions, and b) that I didn’t mind her asking them.  I certainly want to have a good fit and ongoing relationship with my students, and it is definitely not the case that my students are all reproductions of me.  I want that sort of interaction, and a mutual agreement on goals and priorities, because it is that sort of agreement that helps manage the rough patches of the graduate experience.

 

In retrospect, she’s not even the first (or last) member of GROUPER to have interviewed me with such questions.  For the new crops of students about to start their graduate careers in the next few weeks, I would recommend that they come up with their own list of questions, for themselves and for a potential advisor.  In the long run, my grad students can be seen as “colleagues displaced in time” (a phrase I adopted some years ago to reflect my desire to have a strong professional relationship with GROUPERs as they continue on in their careers).  In the short term, I have an exceptionally powerful and controlling role and responsibility for their progress and completion.  That’s not boastful egotism.  That is a recognition of the way academia works in a doctoral-granting research program.  In all of the research conferences I’ve attended, one of the most frequent questions asked (sometimes just after “Where’d you go to grad school?” but sometimes even before that) is “Who was your advisor?”  Those relationships are vital, and can easily make the difference in your life for decades after you leave that grad lab for the last time.  So, I am quite pleased that I was able to have this time, on this graduation weekend, to reflect on lessons I got to learn with a brand new doctoral student and her questions at the beginning of her GROUPER program.

Communication and Documentation (longer, connection-enhanced version)

Communication and Documentation

 

[I am feeling a bit like Chuck Lorre, the producer for several extremely popular television series, including the The Big Bang Theory (TBBT).  Chuck has “vanity cards” which appear very briefly at the end of each episode of the shows.  These vanity cards express Chuck’s perspectives, insights, and fevered rants on a variety of topics, and basically act like a blog.  Since I record TBBT quite extensively (any similarities I have to Sheldon Cooper will be, and have been, hotly contested), I have gotten good at pausing the recording to read the card.  Every once in a while, the card makes some reference to censoring, but with a website address to indicate where you can read the uncensored version of the card.  When I first created the “Communication and Documentation” entry for the Indiana Space Grant Consortium Director’s Blog / Notes, it was pointed out that it was long and tangential and wouldn’t appeal to some of the readers.  Well, in Chuck Lorre fashion, I edited the blog entry for that audience, but here’s the full version.  Why?  It’s GROUPER—so, it’s because I can.  And those of you in GROUPER will recognize Karim and know why Shannon and Weaver are important.  So there.  –BSC]

 

“Document your code!”

 

This is a lesson I remember from my first computer programming course as a college frosh, now more than 30 years ago.  The language was FORTRAN, and the computer was a PDP 11/44[*] but the lessons were the same.  If you didn’t provide enough comments in your code for the instructor to understand what your logic was intended to accomplish, or what the variables meant, or what that subroutine was for, you got points off.  The essential message was not subtle: no matter how good a job you think you did, you haven’t done the whole job unless you’ve effectively documented it.  Over the past few weeks, I’ve had substantial reminders of the importance of those lessons of communication and documentation.

 

Since the Affiliates’ Meeting in April, the INSGC staff have been trying to upgrade our processes and activities, and bringing onboard a new set of student interns for the summer.  Part of this comes from our Affiliates’ survey of communications with the Central Office.  Although the overall responses were excellent (from the perspective of demonstrating to NASA that we take our performance seriously and assess it regularly), there were some areas of concern (from the perspective of continuous improvement and achieving a model of excellence).   It’s clear that we could use our website to better advantage, and thus that is a priority for us this summer.  Angie has reported a much more timely and useful set of responses to our requests for reporting, due in part to our more clear presentations of what, when, and why we need those reports to meet our NASA grant reporting and documentation obligations.  Wow… we can get that much more just by being more explicit about what we’re looking for, and how we need to use it?

 

Effective communication is a tricky thing.  Some people like their documentation “spiced up” a little bit; others just want the immediate facts, in order, with an agenda of what will be covered and how many minutes are associated to each fact.   I just had two conversations this weekend highlighting these challenges.  On Friday, I had dinner with one of my former students, who recently started a new job at a major hospital as a quality engineering and improvement manager.  He noted that some of the physicians and others at the hospital were frustrated with some of his meetings, because they couldn’t see how, or whether, there was a point to the meeting and what they were supposed to recognize and respond to that point.  (Interesting: that was, almost verbatim, one of the comments from our Affiliates’ survey.)  He said that those people would have found our research lab meetings intolerable, but he then took the feedback as an indication to simply write down what he already had in his head and give it a more formal structure as a meeting agenda.   I have had to learn the same lesson in our INSGC Central meetings and those with Dawn and Angie—it’s the agenda that helps focus time and understanding, and improves advanced preparation.

 

What level of communication works for you?  A friend of mine commented on my software commenting style over the weekend, because I was the only person they’d known who actually used “emotion” and eloquent language structures in their code [†]comments.  On the one hand, there is a big world of language out there, and it’s nice to be able to use it well and communicate richly.  On the other hand, one doesn’t want to turn into Dennis Miller as the color commentator for Monday Night Football, making snarky or esoteric literary references that even your colleagues don’t understand, when all they wanted to say was that it was good that the guy in the blue uniform tackled that guy in the white uniform.  Do people find your style amusing and intelligent, or obscure and elitist?  This is an important question when you’re trying to do public outreach and engagement for the general population.  There are lots of different audiences (faculty and students who receive awards, administrators who want to know effectiveness of campus cost sharing, people who stop you on the street and ask you questions about airspace utilization), and I want to learn how to connect with them all.

 

Is this where I mention that one of our primary ways of regular communication with our affiliates, partners, and friends is the INSGC Director’s Blog?  I try to put together a new blog entry every month or so, and use it to communicate some of our strategic concerns and general oversight topics.  Great, right?  Except that Dawn told me a few days ago that people don’t look at the blog entries.  (That is the point of website analytics—is anyone actually receiving the message you’re sending?)  Well, if we never updated the blog, that would be the expectation.  Or, if it was assumed that nothing important ever showed up there.  But what if I said that the best way to see what we’re planning for (and why) will show up first, or best, or most explicitly, in that Director’s Blog?  Would that get more visits?  Perhaps, but the goal of the blog is not more visits.  It’s to communicate more effectively with our constituents.

 

According to information theory (as developed by Bell Laboratory researcher Claude Shannon and MIT professor Norbert Weiner), communication includes a sender, a transmission channel, and a receiver.  There have to be several effective elements of good communication:  the sender has to send a message that is meaningful to the receiver; the channel must be able to support that message; there has to be a minimum of noise or signal loss to distort the message; there has to be enough redundancy of the message so that the receiver understands the intent of the message even if some of it gets lost.  (This seems very tangential to the point of anything else relevant for Space Grant Directors.  However, it’s actually part of my research background and training.  For me, the analysis of communication effectiveness is a social and technical engineering problem, and not just a management or persuasion issue.  Remember, the message is based in part on the context of the sender as well as the context of the receiver.  I’m trying to explain more of my context in a more explicit way.  Any resemblance to Dennis Miller’s football color commentary is accidental.)

 

So, what next?  Over the rest of the summer, expect additional upgrades to our communications: not just in the use of the available technologies, but in our strategies, messages, and references.  This is a critical point in Space Grant evolution, and I believe that one of the ways that INSGC will succeed in the future is to be a powerful and effective source of communication and documentation of STEM engagement in the State of Indiana.

 

 


[*] The specifics here are only to suggest that I have been a geek for a very long time.  Some of you may fondly remember coding in FORTRAN, or even what a PDP is.  If you don’t, just think of it as part of that quaint long-ago time when there were pay phones that people used coins to operate when they weren’t at home to access their permanently wired landline phone.

[†] Yes, these are the sorts of friends I spend my time with.  We talk about styles of software comments, and mathematical models of information exchange in company meetings, and the use of multi-dimensional graphs to understand social dynamics.  Don’t judge.  It works for us.