Theoretical Paper

Journal of the Operational Research Society (2008) 59, 353–361. doi:10.1057/palgrave.jors.2602331 Published online 22 November 2006

Visualization and model formulation: an analysis of the sketches of expert modellers

L B Waisel1, W A Wallace2 and T R Willemain2

  1. 1Concurrent Technologies, Johnstown, PA, USA
  2. 2Rensselaer Polytechnic Institute, Troy, NY, USA

Correspondence: TR Willemain, Department of Decision Sciences and Engineering Systems, Rensselaer Polytechnic Institute, 110 Eighth Street, Troy, NY 12180, USA. E-mail: willet@rpi.edu

Received December 2005; Accepted July 2006; Published online 22 November 2006.

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Abstract

We report on an exploratory study of the use of sketches by experts engaged in the formulation of operational research models. We outline a methodology to identify sketches, link them to text in an associated verbal protocol, classify them, and relate their use to the modelling process. We found that use of sketches is part of the personal modelling style of experts, that sketches are used more when the focus is on model structure or realization than on model context or assessment, that sentential sketches tend to be started sooner than diagrammatic sketches, and that sketching generally begins earlier on more difficult problems. We expect that such descriptive studies of expert behaviour will be useful in developing a science of modelling and in teaching novice modellers.

Keywords:

OR practice, OR education

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