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SC352DI07171
Workshop on Prototyping the catalogue of reusable
data visualisation tools in the EU Institutions
22 September 2016
Workshop on Prototyping the catalogue of reusable data visualisation tools in the EU Institutions
Page 2
Document Metadata
Property Value
Date 13-10-2016
Status For acceptance
Version 0.03
Authors
Jana Makedonska – PwC EU Services
Eva Cobos Cortina – PwC EU Services
Andrea Marcato – PwC EU Services
Reviewed by Nikolaos Loutas – PwC EU Services
Approved by
This document was prepared for the ISA² Programme by:
PwC EU Services
Disclaimer:
The views expressed in this report are purely those of the authors and may not, in
any circumstances, be interpreted as stating an official position of the European
Commission.
The European Commission does not guarantee the accuracy of the information
included in this study, nor does it accept any responsibility for any use thereof.
Reference herein to any specific products, specifications, process, or service by
trade name, trademark, manufacturer, or otherwise, does not necessarily
constitute or imply its endorsement, recommendation, or favouring by the
European Commission.
All care has been taken by the author to ensure that s/he has obtained, where
necessary, permission to use any parts of manuscripts including illustrations,
maps, and graphs, on which intellectual property rights already exist from the
titular holder(s) of such rights or from her/his or their legal representative.
Workshop on Prototyping the catalogue of reusable data visualisation tools in the EU Institutions
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Table of Contents
1 WORKSHOP OVERVIEW .................................................................................................. 4
1.1 THE CATALOGUE OF REUSABLE DATA VISUALISATION TOOLS ......................................................................... 4 1.2 WORKSHOP OVERVIEW ........................................................................................................................ 4 1.3 AGENDA ............................................................................................................................................ 6
2 WORKSHOP MINUTES ..................................................................................................... 8
2.1 INTRODUCTION TO THE CATALOGUE ........................................................................................................ 8 2.2 Q&A SESSION .................................................................................................................................... 8 2.3 OUTCOMES OF THE DISCUSSION TABLES ................................................................................................... 9 2.4 NEXT STEPS ...................................................................................................................................... 19
Workshop on Prototyping the catalogue of reusable data visualisation tools in the EU Institutions
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1 WORKSHOP OVERVIEW
1.1 The Catalogue of reusable data visualisation tools
The Catalogue of reusable data visualisation tools is a service that will interactively
guide the users in choosing the best tool and the best data visualisation for them,
and that will support the establishment of a self-driven community of EU staff who
can productively collaborate and share knowledge on topics related to data
visualisation and data visualisation tools.
The catalogue will be a web application composed of three elements:
the catalogue itself, which represents a collection of data visualisation tools
and visualisations made available via an online service;
the knowledge base of the catalogue, which will provide links to relevant
documentation, studies and reports, learning resources, user reviews of data
visualisation tools etc.;
a community around the catalogue comprising EU staff who will exchange
knowledge and ideas in an online environment internal to the EU Institutions.
The target users of the catalogue have been identified as data and IT experts and
domain specialists who need to effectively communicate information produced by the
EU institutions to the EU citizens, businesses and public administrations.
The catalogue will be prototyped following a collaborative and iterative approach and
engaging a number of key stakeholders from the EU Institutions. The approach is
summarised in the figure below.
The catalogue will be complemented by a series of introductory and hands-on
trainings on data visualisation available to EU staff and by a data visualisation service,
both managed by the EU Open Data Portal of the Publications Office. It is expected
that the above-described service package help build data visualisation capabilities
and Centre d’Excellence in the EU Institutions.
1.2 Workshop overview
The workshop followed up and built upon the outcomes of several activities that were
carried out already in the context of the recent initiatives focusing on open data and
data visualisation at the Publications Office of the EU, and namely:
2nd
RELEASE
FINALRELEASE
1st
RELEASE
Collection and prioritisation of first feedback
Additional input collected and implemented
Information collected from this workshop
Workshop on Prototyping the catalogue of reusable data visualisation tools in the EU Institutions
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the survey on data visualisation tools conducted by the Publications Office in
20151; and
the workshop on “Data Visualisation Tools in the EU Institutions”
(Luxembourg, 14 April 2016) aimed to collect institutional experience on data
visualisation and user requirements for data visualisation tools in the EU
institutions.
The objectives of the workshop were:
to define the key functionalities of the catalogue of reusable data visualisation
tools; and
to move toward a collaborative approach for the catalogue prototyping and future development.
During the workshop, the participants were also encouraged to identify and represent the main components of the user interface of the catalogue using wireframes.
Based on the participants’ ideas, the project team then will build a front-end application prototype, which will be sent to the workshop participants for evaluation.
Table 1 displays some practical information of the workshop.
Table 1. Practical information
Topic Description
Date 22-09-2016
Venue Publications Office of the European Union – Luxembourg
Duration 10:00 – 17:10
Webpage Link to the workshop Joinup page2
Target audience EU Institutions staff
Dissemination of the
Event
The event was disseminated via the Joinup event page. All
documents, links and information related to the workshop are
available and updated using the Joinup event page.
Registration This workshop was a closed event. Participation was by
invitation only and registration was necessary.
Agenda The workshop agenda is presented in Section 1.3.
1 The survey showed that there are opportunities for streamlining the processes in visualising data and cooperating on this topic.
2 URL : https://joinup.ec.europa.eu/asset/data_visualisation_and_open_data/news/workshop-towards-catalogue-data-visualisation-tools-eu-i
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1.3 Agenda
Table 2. Workshop agenda
Start Finish Topic
9:30 10:00 Registration and Coffee
10:00 11:00 Scope of workshop in the Data Visualisation Tools project
Topics:
Introducing the Catalogue
Objectives and scope of the work
Findings from the previous workshop
Data visualisation tasks you might find interesting and
timeline
Governance of the Catalogue
[ Download link to presentation]3
11:00 11:20 Coffee break
11:20 12:20 Building user journeys
Activities:
Validate provided personas
Discuss how users will interact with the catalogue
Present user journeys as flow charts
Provide feedback on selected topics
12:20 13:20 Lunch
13:20 14:20 Presenting user journeys
Activities:
Presentation of user journeys on flipcharts
Feedback collection from participants
14:20 15:05 Building wireframes
Activities:
Work in teams to build wireframes to support user journeys
15:05 15:25 Coffee break
3 URL of presentation: https://webgate.ec.europa.eu/CITnet/confluence/download/attachments/573278886/Workshop%20towards%20a%20catalogue%20of%20reusable%20data%20visualisation%20tools_v0.05.pptx?version=1&modificationDate=1474480920161&api=v2
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Start Finish Topic
15:25 16:40 Building wireframes (part 2)
Activities:
Switch teams
Resume work on wireframes
16:40 17:10 Closing
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2 WORKSHOP MINUTES
2.1 Introduction to the Catalogue
Agnieszka Zajac welcomed the participants to the workshop, presented the
background work that already took place and explained the objectives of the meeting
(as in Section 1.2). Then, Jana Makedonska gave an introductory presentation on the
tasks of the day and provided a wider perspective of activities related to open data
publishing and visualisation that could be interesting for the participants4.
2.2 Q&A Session
Following the introduction, the participants asked several questions that are
summarised below.
Question How large do we expect the community to be?
Answer The target audience is people working in all EU Institutions and EU agencies,
but there is no hard limit set in advance.
Question How much effort will be put in surveying tools and creating this
Community of Practice?
Answer The idea is not to crawl the Internet blindly but to identify the tools and
techniques currently used in the EU institutions and agencies and handpick
those that make more sense, and then discuss about their inclusion in the
catalogue in a collaborative way. In fact, the information sharing part is one of
the main goals of the catalogue.
Question Will the catalogue contain hands-on training material on specific tools?
Answer Yes, for each tool the catalogue will contain references and links to materials
such as quick-start guides, tutorials and e-learning activities. For those
interested, several training activities will be organised by the Publications Office.
The level of the trainings will be both introductory and more advanced, focus
on the practical aspects of data visualisation.
4 The link to the supporting presentation is given in Section 1.3
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Question What is the mandate of the Publications Office? How long will the
testing phase last?
Answer The current work plan of ISA2 runs until 2017, but the overall program will last
until 2020, so we can adapt the project to suit it to the interest showed by the
participants.
2.3 Outcomes of the discussion tables
After the Q&A session, the participants were split in two groups. The discussion
moved quickly from user stories to the overall goals of the catalogue and its functional
features. The participants felt more comfortable to discuss on such topics in a
brainstorming-like fashion rather than to focusing on sequences of actions and build
user journeys. Then, the groups drafted some sketches of possible user-interface
elements.
In summary, the outcomes of the discussion tables can be grouped as follows:
High-level and low-level user requirements for the catalogue, with particular
reference to: application functionalities; information displayed in the portal;
facets for visualisation tools;
Wireframes of possible user-interface elements;
Other remarks useful for organising the next steps.
The following paragraphs present the ideas generated by participants in more detail.
No particular order or priority is given.
User requirements for the catalogue
Table 3 lists the high-level requirements that could be inferred from the discussion.
Table 3. List of proposed high-level requirements
ID High-level user requirement description
HLR1
The catalogue will assist users to accomplish their tasks involving data
visualisation, that is, it will help users find the right way and the right tool to
visualise their data.
HLR2 The catalogue will guide the users based on their specific need, and provide
services in a way that would make it useful to both beginners and experts.
HLR3 The catalogue will also serve an educational aspect and stimulate knowledge
transfer.
HLR4 The catalogue will help create knowledge out of data.
HLR5 The catalogue will help understand whether a tool is useful or not for the user’s
purpose.
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ID High-level user requirement description
HLR6
In the long run, building a community of practice on data visualisation, which would
materialise through the catalogue, is expected to help develop data-driven decision
making in the EU.
HLR7 Tools should be linked to their “sponsor”/ “evangelists”, i.e. the person, contact
point within the Institutions who is expert on them and can help.
HLR8 The catalogue will also be helpful to connect people. The aim is to create an
interinstitutional community of practice.
HLR9
Have a data visualisation service to refer to and seen as “Centre d’Excellence”.
Such service could be useful to produce/provide support on infographics. Experts
can be seen as trainers.
HLR10 The priority is to promote open-source solutions.
HLR11
The catalogue will be also helpful to promote reusability between EU Institutions
and agencies (e.g. by sharing templates (i.e., to easily produce a corporate look
and feel), configurations and solutions, source code).
HLR12
The catalogue should have low barriers of entry for new users, in order to stimulate
participation. Access should be granted to officials from EU Institutions and
agencies, but not to the public.
HLR13 Implementation should start small from necessary features and metadata and then
grow incrementally with contributions from the community.
HLR14 The governance of the catalogue will not replace the governance of the tools
presented in it.
HLR15
The catalogue should evolve in a rational way and not simply grow. Thus, if a tool
featured in the catalogue as having a certain range of capabilities turns out having
a better alternative, it should be replaced.
Table 4 lists the low-level user requirements that could be inferred from the
discussion.
Table 4. List of proposed user requirements
ID Low-level user requirement description
UR1 The catalogue’s general look and feel should be visual and intuitive, without much
text.
UR2 An “intelligent” search bar should be visible in all pages and provide suggestions.
UR3 The catalogue should include a sandbox that allows users play with data, with a
function to upload data and get suggestions.
Workshop on Prototyping the catalogue of reusable data visualisation tools in the EU Institutions
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ID Low-level user requirement description
UR4 The catalogue should have example data sets available to the users so that users
can compare the performance of tools.
UR5
The catalogue should display working real-life examples for data visualisations
created. The user should be able to download the source code, the configuration,
or the template used in the examples.
UR6
For each tool, the catalogue should display a list of related external resources (e.g.,
tutorials, books, courses, W3C school, best practices with real examples, links to
examples of relevant data visualisation made by the EU Institutions and agencies,
traps and pitfalls, etc.).
UR7 For each tool, the catalogue should display information about who is using it,
having a button like “Ask a question” that may be linked to a forum.
UR8 For each tool, the catalogue should make clear which pieces of metadata have not
been filled in yet. Missing metadata could be filled by the community incrementally.
UR9
The user should be able to know what the capabilities of tools are, especially for
those with broad functionalities. For instance, some tools have data analyses and
quality checking capabilities in addition and data visualisation capabilities, and this
information should be clearly stated.
UR10
The catalogue should provide a categorisation matrix (ala Gartner quadrant)
presenting an overview of tools by pairs of metrics, with filtering capabilities and
colouring according to complexity.
UR11
The catalogue should provide a wizard that helps select tools by posing several
questions to the user (e.g. purpose, type of data, channel, format, interactivity …).
The wizard should not be mandatory.
UR12 The User Interface should provide a faceted search and navigation so that the user
can incrementally explore the catalogue.
UR13 The User Interface should adapt the level of detail of the information display
according to the type of user (e.g., basic, developer ...).
UR14 There should be a clear distinction between the visualisation techniques and the
tools.
UR15 The portal should be divided in three sections: the catalogue, education resources
(including e-learning), and the forum.
Table 5 lists facets for browsing visualisation tools that were proposed by
participants.
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Table 5. List of proposed facets for visualisation tools
ID Facet description
FC1
Suitability for which tasks, where “tasks” are based on the end-product required.
For instance, a task may be the production of a visualisation that displays change
over time, or correlation between indicators, or infographic.
FC2 Learning difficulty (e.g., user-friendly, developer-only).
FC3 Tool capabilities (i.e., how many things it can do; how many visualisation types it
can produce)
FC4 Customisability: does the tool support a custom look and feel of the visualisation?
FC5 Template support: is the custom look and feel easily importable/exportable for
reuse?
FC6 Multilingual support: does the tool support multiple languages?
FC7 EU compliance: is the tool compliant with IPG / corporate requirements? –
Especially for maps.
FC8 Sponsored: does the tool have a sponsor? [To discuss whether this is a facet]
FC9 Type of data supported (e.g. tabular, geospatial, …)
FC10 Format of input data supported (e.g. XLSX, XML, CSV, JSON…)
FC11 Format of export data (e.g. PNG, JPG, PDF, SVG, HTML embeddable …) –
“shareability”
FC12 Interactivity of the visualisation (partially linked to format of export data – static,
animated, interactive)
FC13 Complexity of data (e.g. number of dimensions)
FC14 Licence type (e.g. free closed-source, free open source, commercial, …)
Wireframes
Following the discussion on user requirements, the focus shifted on producing
sketches of user interface.
Figure 1, Figure 2 and Figure 3, produced during the workshop, depict the tool
detail page and the tools matrix (as in UR10)
Figure 4, Figure 5, Figure 6 and Figure 7 were produced by digitising the
sketches drawn of flipcharts collaboratively. The following UI screens are
depicted: the tool selection wizard (as in UR11); the search results page with
facets (as in UR12); the tool comparison page; the tool detail page. Finally,
Workshop on Prototyping the catalogue of reusable data visualisation tools in the EU Institutions
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Figure 8 displays the navigation sequence between these pages. A clickable
version of these prototype screens is available online at this address:
https://popapp.in/w/projects/57f268528d12d4a750863e52/preview/
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Figure 1. Tool detail page designed by WV
Figure 2. Tools list page designed by WV
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Figure 3. Tools matrix page designed by WV
Figure 4. Tool selection wizard
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Figure 5. Search results
Figure 6. Tool comparison page
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Figure 7. Tool detail page
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Figure 8. Navigation flow between pages
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Other remarks
Throughout the workshop and during the closing session, the participants provided
additional ideas for the next steps of the project, which are summarised below:
In the short term, a prototype shall be built and circulated between the
workshop participants;
Then, as a second iteration, a new working prototype shall be built based on
the feedback received from participants;
Confluence shall be used as platform for exchanging working drafts of
documents, while Joinup shall be used for publishing final resources.
Alternatively, a survey could be circulated regarding the preferred platform
for collaboration.
Additional trainings could be organised on the following topics or tools:
o How to create infographics: explanatory vs. exploratory approach;
o Tableau Public5;
o QlikView6.
o D37.
2.4 Next steps
The workshop provided an insightful overview of the expected vision, objectives and
functionalities of the catalogue. The ideas generated in this occasion will be reviewed
and serve as a foundation for building a first prototype of the catalogue.
In the figure below, a proposed time plan for the next steps is proposed.
5 http://public.tableau.com
6 https://www.qlik.com
7 http://d3js.org
Workshop on Prototyping the catalogue of reusable data visualisation tools in the EU Institutions
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Figure 9. Proposed time plan
Timing about the activities described above is provided in the following table.
Step Description Deadline
1 Release of 1st prototype 21/10/2016
2 Feedback collection 04/11/2016
3 Release of 2nd prototype 18/11/2016
4 Additional feedback collection via survey. Focus on prioritisation of
functionalities 02/12/2016
5 Final release of prototype 19/12/2016
2016 2017
Oct Nov Dec Jan Feb Mar Apr May Jun Jul
1. Piloting of the catalogue of reusable data visualisation tools
2. Open data publishing and visualisation
3. Inventory of data visualisation tools
4. Providing trainings
October 2016 – July 2017
October 2016 – June 2017
October 2016 – February 2017
November 2016 – July 2017