designvue manual v1 Index This document contains the following sections:

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1 1 designvue manual Index This document contains the following sections: 1) Introduction 2) designvue 3) Creating an IBIS node 4) Changing the type of an IBIS node 5) Changing the status of an IBIS node 6) Creating a link between IBIS nodes 7) Creating an IBIS map 8) Creating a wormhole 9) Porting a wormhole 10) Example of IBIS maps hyperlinked by a wormhole 11) Saving a map with a wormhole under a new name 12) Saving a map with a wormhole to a new location 13) Changing the location of a folder of maps hyperlinked by wormholes 14) Locking and unlocking files for collaborative map use 15) Refreshing a file to the latest version 16) Appendix

2 2 1. Introduction This document explains how to use the IBIS nodes and the wormhole hyperlinks in designvue- beta- v1.04 and later. 2. designvue designvue stands for design Visual Understanding Environment. It is a diagrammatic tool to generate information maps using the IBIS (Issue Based Information System) structure of nodes. It supports ideation and decision making for individual and collaborative design and planning practice. Each information map is contained in a single file (.vdk) and its nodes can be bi- directionally hyperlinked to nodes in other map. It is an Open Source project based in the Design Engineering Group at Imperial College London and it has been researched and implemented with the support of the UK Engineering and Physical Sciences Research Council. 3. Creating an IBIS node There are four IBIS nodes: Issue, Answer, Pro argument and Con argument, see Figure 1. To create an IBIS node: Figure 1. Node types Right- click on the canvas. A context menu will appear. Select Add IBIS Node. Select a node type, i.e. Issue, Answer, Pro Argument and Con Argument. As a result of this operation as IBIS node is created. There are two other ways to create an IBIS node: By using the IBIS node button on the menu bar; By selecting Content Add IBIS Node.

3 3 4. Changing the type of an IBIS node Each IBIS node can be converted to another type. To change the type of an IBIS node: Right- click on the IBIS node. A context menu will appear. Select Change IBIS Type. Select one of the alternative IBIS types. As a result of this operation the type of an IBIS node is changed to a new type. You can also change the type of an IBIS node by selecting Windows IBIS Node Menu. 5. Changing the status of an IBIS node Each IBIS node can have a range of alternative statuses, see Figure 2. The default status is open. To change the status of a node: Figure 2. Node statuses Right- click on the IBIS node. A context menu will appear. Select Change IBIS Status. Select one of the alternative statuses.

4 4 6. Creating a link between IBIS nodes Links can be created between any of the IBIS nodes in a map. To create a link between two IBIS nodes: Select the Link Tool in the menu bar. Click and hold on the first IBIS node. Drag to draw a link to the second IBIS node. Click on the Selection Tool in the menu bar to turn off the Link Tool. An example of link creation is illustrated in Figure 3. In this example the first node is an Answer node and the second node is an Issue node. Figure 3. Link between nodes There is another way to create a link between two IBIS nodes: Hold down the Alt key. Click and hold on the first IBIS node. Drag twice to draw a link to the second IBIS node. The link shown in Figure 3 points from the Answer node to the Issue node. This means that the Issue node is the dependent element and therefore it is affected by the Answer node.

5 5 7. Creating an IBIS map A simple IBIS map is generally composed of a three- level hierarchy of nodes including an Issue node, one or more Answer nodes, and various Argument nodes, see Figure Creating a wormhole Figure 4. Open map A wormhole is a hyperlink between two nodes in different information maps. The wormhole hyperlink can be navigated in both forward and backward direction. A wormhole can be created between any type of nodes supported by designvue, e.g. two IBIS nodes, two standard nodes, or a standard node and an IBIS node. A wormhole consists of a Source hyperlinked to a Target, and vice versa. The Source is contained in a Source node which is in the Source map. The Target is contained in a Target node which is in the Target map. Clicking the Source will open the Target map with the Target node selected. Clicking the Target will open the Source map with the Source node selected.

6 6 To create a wormhole between a Source node in the Source map and a Target node in a new Target map: Right- click on a node. Select Add Wormhole into New Map. Save the Target map with the desired filename. If you have not already saved the Source map, you will be prompted to save it now. As a result of this operation a wormhole is created between the Source node and the Target node, see Figure 5 (parts A and B). Note that the Target node is a standard node and that this map also contains an Answer node. Wormholes can also be created between: a Source node in a map and a newly created Target node in another existing map. two nodes in the same map. Part A Figure 5. Wormhole Part B Creating wormholes between nodes across different maps can be useful because users are able to break down information into multiple, dependently hyperlinked maps, rather than placing everything into one map.

7 7 9. Porting a wormhole The Source or the Target of a wormhole can be ported from a node to any another node. To port the Source or the Target of a wormhole: Click and hold on the Source or Target of a wormhole. Drag it until you are over the node you want, and drop it. As a result of this operation, the wormhole will now be hyperlinking a different pair of nodes. An example of this operation is shown in Figure 6 (parts A and B). In this case the Target of a wormhole is moved from a standard node to an Answer node. Part A Figure 6. Portability concept Part B 10. Example of IBIS maps hyperlinked by a wormhole The example below shows two IBIS maps named Map 1 and Map 2, each of which contains a three level structure of Issue, Answer and Argument nodes, see Figure 7. The Answer node in Map 1 is hyperlinked to the Issue node in Map 2 by a wormhole. 11. Saving a map with a wormhole under a new name If you have a Source map open and you save it under a different name, all of the wormholes will be updated with the new name. The old file will still exist, and its wormholes will still point to the Target maps.

8 8 12. Saving a map with a wormhole to a new location If you have a Source map open and you save it to a different location, all of the wormholes will be updated with the new location. The old file will still exist, and its wormholes will still point to the Target maps. 13. Changing the location of a folder of maps hyperlinked by wormholes You can take a whole folder of designvue maps and move it to another location, and the wormholes will still work, as long as they all point to targets within that same folder. This is because wormholes are relative, rather than absolute, hyperlinks between files. Figure 7. Wormhole

9 9 14. Locking and unlocking files for collaborative map use The lock feature can be used to work collaboratively on a shared file or set of files. Only one person can edit a designvue file at a time. When you open a designvue file, it is locked for your use, and no- one else can edit it until you close the file. The lock feature works as follows: When you open a designvue (.vdk) file, a lock file (.dlk) is created in the same folder. For example, when you open the map MY PROJECT.vdk, a lock file called MY PROJECT.dlk is created in the same folder. When you close the map, the lock file disappears. If you open a file that is locked to someone else, designvue will display a warning message along with the username of the person who has locked the file. You cannot save changes to a map that is locked to someone else. If you open a file that contains wormholes, and some of the Target maps are locked to other users, designvue will display a message listing the locked Target maps. You will be able to save changes to the map you just opened, but if you also change its name or location, the wormholes in the locked Target maps will not be updated and will still point to the old filename/location. To explicitly lock a file: Select File Lock. If you already have the lock, nothing will happen. If you successfully locked a file that was not previously locked to you, designvue will display a confirmation message. If the file is locked to someone else, designvue will display a warning message. To unlock a file: Select File Unlock. If you had the lock and have now successfully unlocked the file, designvue will display a confirmation message. If the file was not locked to anyone (and therefore cannot be unlocked), designvue will display an information message. If another user has locked the file, designvue will display a warning message and you will not be able to save changes to the file. A scenario of collaborative map use with screen sharing is illustrated below: 1. The first person opens the file. It is automatically locked to them. 2. The first person shares their screen. 3. Everyone else opens the file. 4. The first person edits and saves the file.

10 10 5. The first person selects File Unlock to release the lock. 6. The first person ceases sharing their screen. 7. The second person shares their screen. 8. The second person selects File Quick Refresh. They now have the file with the first person s updates. 9. The second person selects File Lock to take the lock. 10. The second person edits and saves the file. 11. And so on. 15. Refreshing a file to the latest version If a file was locked to another user when you opened it, you will need to refresh the file to make sure you are seeing the most up- to- date version. To refresh a file to the latest saved version, and refresh all the wormholes, choose File Refresh. To refresh a file to the latest saved version, without refreshing the Wormholes, choose File Quick Refresh.

11 Appendix Command Quick Reference Table Action Toolbar Mouse in Selection Tool mode (press s first if needed) Select Node Tool then click Right click empty space, select and drag on a map OR Rapid Add Node Create a standard node Create IBIS node Link node Change IBIS type Proto- typing on a map Select IBIS Node Tool ( click and drag on a map Select Link Tool and single- click ) then or Rapid Prototyping then click and drag from one node to the node where the arrow should end. Type label for link if desired. Make sure IBIS toolbar is open (toggle under Window menu or with ctrl+i), change type in drop down list with an IBIS node selected on the map Right click empty space, select Add IBIS Node and desired node type Hold alt key and drag once from first node and AGAIN from first node to second node. Right click IBIS node, select Change IBIS Type and desired type Related shortcut keys use instead of ctrl on Macs Node Tool : n Rapid Prototyping : r New node: ctrl + n IBIS Node Tool : i Link Tool : l Linking quasi- mode for mouse: hold alt Toggle IBIS menu: ctrl+i Change IBIS status Create wormhole (hyperlink nodes between files) Right click IBIS node, select Change IBIS Status and desired status Right click any node, select appropriate Add Wormhole option, follow dialogues. Finish by dragging the end of the wormhole to the appropriate location (drag only text next to icon, clicking on icon will follow the hyperlink) Table 1. Command Quick Reference