Groupware Background & Definitions
In the most general terms, computers, since their invention,
have been employed to increase human productivity. Whether this increase is
manifested in computations-per-second or in reduction in workforce, the subtext
to achievements made in computing technology has been a constant drive to support
and augment the manner in which people work. As computing power has increased,
supporting groups, rather than individual workers, has become the focus of much
research and development. The field of Computer-Supported Cooperative Work (CSCW),
officially identified and assembled by Paul Cashman and Irene Grief in 1984
(Grudin, 1994), therefore, has been in existence much longer than this date
implies.
CSCW, often considered synonymous with groupware, concerns software and technology
that provide a means for human collaboration (Lococo & Yen, 1998, p. 86). Many
related groups hold the concepts of CSCW and groupware at the core of their
practice, among them Computer Supported Cooperative Learning (CSCL), Computer-Assisted
Software Engineering (CASE), Computer-Assisted Design (CAD), Computer-Assisted
Manufacturing (CAM), and Group Decision Support Systems (GDSS). With the proliferation
of the world wide web, businesses have moved to leverage the vast increases
in connectivity between individuals to facilitate and track training and encourage
both independent and group-oriented educatio . This new realm of e-learning
is large in scope and is seen by many as a framework for organizational knowledge
management. This widespread engagement of CSCW ideas is a testament to the ubiquity
of CSCW in modern computing.
The formal idea of groupware currently embraced by the disciplines listed above
is based primarily on Lotus Notes (Lococo & Yen, 1998, p. 90), but the many
different definitions and ideal feature sets for groupware are more diverse
and intangible. In essence, concepts like hypertext, peer-to-peer networks,
even ARPANET have their roots in groupware. The primary focus of groupware applications
is to connect people and allow them to work, learn, and create together. This
focus is carried out in a number of different manners:
Communication and coordination tools like Microsoft Outlook and Novell GroupWise
Workflow and collaboration tools like Groove and WebEx
Peer-to-peer learning applications like Colloquia
Scalia and Sackmary cite as a major goal of groupware the provision
of "a multiple-user environment in which participants can evaluate each other's
contributions and, through a collaborative process of focused activities and
dialogue, develop ideas and make decisions" (1996). Lococo and Yen provide the
following conception of groupware capabilities:
Groupware produces shared thoughts, shared media, and shared models. Collective thought is moved into a higher level when the traditional group interaction is eclipsed by the use of such collaborative tools. Efficient sharing of ideas can be transformed into shared understanding and into shared priorities. (1998, p. 91)
These definitions place emphasis on groupware as the quintessential knowledge management technology. However, the vastness of the concept of groupware provides little structure or direction to those seeking knowledge management solutions for their organizations. Clases and Wehner further identify the ability "to acquire knowledge entities and to optimize the storage, navigation and distribution of these separable units of knowledge in databases" as the most significant tasks for the computer support of knowledge management (2002, p. 42). Bardram spotlights what may be the problem in engineering these capabilities: "because we do have a pretty good idea of what is meant by 'computer support' ... confusion lies in understanding the nature of what we mean by cooperative work" (1998, p. 89).
This paper will primarily focus on the conceptual framework of groupware, the "what we mean by cooperative work" dimensions, including the driving forces of such work, namely awareness, shared context, and identity. The successful groupware and knowledge management solutions available in the marketplace today reflect the importance these concepts represent; the sheer volume of products reflect the diversity in groupware needs and definitions at play. The question addressed here is not what belongs in a groupware solution, but rather how people use groupware and why. What are the limitations and challenges of humans working together in a virtual space? Are physical world metaphors helpful or do they do more harm than good?
It is most important to note that groupware, workgroup computing, CSCW-- whatever
name is applied to computer-mediated collaboration-- has been at the center
of computer technology since the beginning. The ideas embodied by current software
products proposing knowledge management and groupware solutions are based on
goals that have been a part of the computing world since its inception: to augment
human ability and intellect.
Components of Groupware Applications
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Lococo and Yen identify perhaps the most important element of collaborative systems, often overlooked as a functional component: people (1988, p. 93). The authors focus on both facilitators and decision makers as the common link among all other components of the groupware system. Many argue that, within the framework of groupware, users can and should serve in design roles as well.
Apart from the users of a system, the basic components of groupware applications
include objects and concepts of a familiar variety. The basic regions of CSCW
applications include: email, document management, workflow, information sharing,
access to shared data sources, collaborative tools (Newning, 1997, p. 56), networking,
communications tools, concurrent processing, windowing environments (Grudin,
1991), memos, databases, customer files (Lococo & Yen, 1998, p. 80), contact
management utilities (Whittaker, Jones, & Terveen, 2002, p. 216), awareness
tools such as miniature views and radar (Gutwin & Greenberg, 1998b, p. 516),
shared whiteboards, document markup, discussion groups (Werbach, 2002), and
public and private calendars (Kyng, 1991).
The Role of Groupware in Knowledge Management
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In terms of knowledge management, groupware fulfills a number
of specific roles. Lotus Notes, the standard conception of a groupware application,
supports two of these specific knowledge management roles; it enables both communication
and group memory (Whittaker, 1996, p. 409). Groupware systems not only facilitate
and provide a forum for organizational communication, but collect and store
this communication as well. These dual roles represent Clases and Wehner's "most
significant tasks" mentioned above, and reflect their "more modest approach"
of CSCW, to "augment organizational memory" (2002, p. 42).
In addition to knowledge generation and storage, Gutwin and Greenberg note a general knowledge management role that all groupware systems should support, providing users with information about their collaborators (2002, p. 416). This is a more immediate, real-time need within a virtual environment, and Gutwin and Greenberg have pursued a great deal of research on awareness in virtual work environments that will be addressed later in this paper.
Groupware can also set the pace for knowledge workflow in an organization. Dix states that the ability for a groupware system to match the pace of the cooperative task is paramount to its success, and that "different tasks have different paces," and require appropriate means of notification (1997, p. 151). Similarly, groupware systems can also control communication and disruption: "the flip side to initiative is interruption. If other people or things have the responsibility for telling you when things happen, they may tell you when you least want them to!" (Dix, 1997, p. 151). A groupware solution should be able to manage pace and communication relative to the tasks it is employed to augment.
Additionally, groupware can be utilized to manage conflict. Kyng states that groupware is often responsible for identifying conflict, preserving a record of it until "procedures can be set up to handle it" (Kyng, 1991).
Structured conversational interaction such as that available in the threaded discussions of Lotus Notes (Whittaker, 1996, p. 410), can serve to facilitate conversation and bring out conflict, but they can also impede the conversation and knowledge generation:
Rather than facilitating conversation, attempts to maintain
conversational focus by imposing a rigid topic structure may inhibit interaction.
Providing prior topics may actually serve as a filter on conversations: if users
are uncertain of the structure of the database, or its "rules of conduct", they
may choose not to participate. (Whittaker, 1996, p. 416)
All of the roles described above also support coordination
among members of an organization, which may be the most important facet of groupware
for knowledge management. Effective groupware systems must add dimension to
relationships among people in different locations, not merely attempt to replicate
physical interaction. Such systems cultivate shared awareness, such as Lococo
and Yen's "shared thoughts, shared media and shared models," (1998,
p. 91), allowing users to:
Coordinate with each other's schedules
Identify and isolate steps in the work process
Find, assess, and interact with organizational knowledge
Identify and explore linkages between coworkers (social networks)
Develop and braodcast new knowledge
Share and manipulate digital objects
Easily orient themselves among coworkers in the virtual environment
These categories illustrate the importance of users taking
active role in groupware for it success as a knowledge management solution. It has already been noted that people themselves may be the most important components of groupware systems.
The philosophy driving knowledge management today holds that people are the assets, and must be encouraged to impart their value to others. It is no surprise that the issues facing knowledge workers and groupware developers often reflect psychological and sociological concerns.
Awareness
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Dourish and Belotti state that "awareness information is always
required to coordinate group activities, whatever the task domain" (1992, p.
107). CSCW is no exception; in the groupware environment, awareness is manifested
in a number of ways: as workspace awareness, in feedthrough, and through shared
context. Gutwin and Greenberg provide a description of the impact of awareness
in a virtual environment versus face-to-face communication:
While staying aware of others is something that we take for granted in the everyday world, maintaining this awareness has proven to be difficult in real-time distributed systems where information resources are poor and interaction mechanisms are foreign. As a result, working together through a groupware system often seems inefficient and clumsy compared to face-to-face work. (2002, p. 411)
While perhaps clumsy, methods of working in successful groupware systems maximize what Gutwin and Greenberg call "workspace awareness," which they define as "the up-to-the-moment understanding of another person's interaction in the shared workspace"(2002, p. 417). By providing an understanding of what other users are doing and how the environment is changing, this awareness, Dourish and Belotti hold, provides users with the context for their own activities (1992, p. 107).
Workspace awareness is not an easy aspect of a groupware system to manage, as "how it happened" is rooted in the "occurrence of actions in time, implicitly noted and understood while they happen, but so hard to reconstruct afterwards" (Dix, 1997, p. 149). Because these reconstructions are difficult, constant workspace awareness is necessary. A constant stream of workspace awareness information is referred to as "feedthrough," or shared feedback. In addition to providing the user with information about the changes, decisions, and locations of other users, feedthrough helps users to understand that their own actions are visible as well.
Gutwin and Greenberg present an example of feedthrough in a shared workspace in which a graphical interface button reacts to one user's mouse behavior in manner that is visible to everyone in the workspace (1998, p. 211). In more complex tasks, such as browsing or selecting from a menu, only relevant information is transmitted to other users, such as the specific menu choice. The benefits of workspace awareness and feedthrough are best summed up by Gutwin and Greenberg in another paper: "Workspace awareness is used in collaboration to coordinate activity, to simplify verbal communication, to provide appropriate assistance, and to manage movement between individual and shared work" (1998b, p. 511).
Identity within a groupware system is another kind of awareness. First of all, identity makes the processes of workspace awareness and feedthrough possible by supplying actors for the actions. Secondly, where workspace awareness and feedthrough provide a running commentary of other users' actions, identity is often engaged as a means of determining what actions user can and cannot undertake in the group environment. This is called "role restriction."
While "role restriction" may seem like a feature that suppresses the activity
of users, Dourish and Belotti frame it as a means of facilitating activity.
"One of the efforts of role support... is to reduce uncertainty about the actions
an individual might take, and hence provide greater awareness among participants
of others' likely activities" (1992, p. 109).
Role restriction is also useful as a means of access control (Bentley, Appelt, Bushbach, et al., 1997), and can be an effective means of motivation as well. Identity implies accountability, which greatly impacts motivation, and user motivation is paramount to the success of a groupware system.
Challenges of Groupware Systems
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Grudin (1991) describes the general challenge of designing effective groupware:"...our effortless interactions with others make it easy to overlook the complexity of workplaces and the poorly understood nature of collaboration in general." This echoes Bardram's claim about learning "what we mean by cooperative work." The challenges facing groupware designers are diverse and many, and among these problems are many opportunities to explore Bardram's dilemma.
Gutwin and Greenberg identify three challenges to groupware designers in supporting awareness, deciding "what information to gather and distribute, how to present the information to the group, and when the information will be the most useful" (2002, p. 413). Additionally, they detail three problems in maintaining this necessary awareness:
First, the input and output devices used in groupware systems generate only a fraction of the perceptual information that is available in a face-to-face workspace. Second, a user's interaction with a computational workspace generates much less information than actions in a physical workspace. Third, groupware systems often do not present even the limited awareness information that is available to the system. (2002, p. 415).
Lococo and Yen identify a wholly organizational and hardware-based set of challenges:
The primary limitations of groupware include the organizational environment of the user, the existing architecture of the user's hardware system, the budgetary constraints of the organization, and the infrastructure in place in the locations that will be linked. (1998, p. 93)
Providing an idea of systems requirement issues facing a complex groupware implementation, Mills (1999) describes a set of groupware needs faced by the Defense Advanced Research Projects Agency (DARPA) to account for collaboration across heterogeneous bandwidth and devices, collaboration using natural modes of interaction, ready access to information affecting collaboration, collaboration without continuous activity, and the ability to evaluate effectiveness before deployment. These primary requirements seem almost prohibitive to the design of a system.
These three distinct sets of challenges are only the beginning. In designing for specific groupware environments, developers must also deal with the customization paradox that appears in much of the CSCW literature: the more a system is tailored to an individual, the less useful it is to the group, and vice versa (Kyng, 1991; Gutwin & Greenberg, 1998).
References
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Bentley, R., Appelt, W., Busbach, U., et al. (1997). Basic support for cooperative work on the world wide web. International Journal of Human Computer Studies 46, 827-846.
Clases, Christopher, & Wehner, Theo. (2002). Steps across the border-cooperation, knowledge production, and systems design. Computer Supported Collaborative Work 11, 39-54.
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Whittaker, Steve, Jones, Quentin, & Terveen, Loren. (2002). Contact management: identifying contacts to support long-term communication. Computer Supported Cooperative Work '02 Proceedings, (pp. 216-225), New York: Association for Computing Machinery.
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