Software User Manuel :
SOE (Symbolic Object Editor)

M. Noirhomme-Fraiture - M. Rouard
Institut d'Informatique - FUNDP
Rue Grangagnage, 21
B5000 - Namur       Belgium
e-mail: mno@info.fundp.ac.be

TABLE OF CONTENTS

1. Scope

1.1 Identification

1.2 Workpackage overview

1.3 Document overview

2. Referenced documents

3. Execution Procedure

3.1 The " File " menu

3.2 The " Edit " menu

3.3 The " View " menu

3.3.1 The " Table " item

3.3.2 The " 2D Graphic... " item

3.3.3 The " 3D Graphic... " item

3.3.4 The " SOL " item

3.3.5 The " Hierarchies " item

3.3.6 The " Tool bar " and " Status bar " items

3.3.7 The " Labels ... " item

3.4 The " Selection " menu

3.4.1 The " Select So... " item

3.4.2 The " Select Variables... " item

3.4.3 The " Select Categories... " item

3.4.4 The " Open Selection... " item

3.4.5 The " Save Selection... " item

3.5 The " Graphic " menu

3.5.1 The " Show/Hide Dependencies " item

3.5.2 The " Add/Remove Buttons " item

3.5.3 The " Lock/Unlock " item

3.5.4 The " Horizontal/Vertical Histograms " item

3.5.5 The " All Log Scales " item

3.5.6 The " Add Text ... " item

3.5.7 The " Move Up ", " Move Down ", " Move Left ", " Move Right " items

3.5.8 The " Set Colours... " item

3.5.9 The " Set Fonts... " item

3.6 The " Windows " menu

3.6.1 The " Cascade " item

3.6.2 The " Tile " item

3.6.3 The " Arrange Icons " item

3.6.4 The " Close All Stars " item

3.6.5 The " Close All Distributions " item

3.7 The " Help " menu

3.8 The table

3.8.1 Selection of lines and columns

3.8.2 Editing SOs

3.9 Visualising the graphical representation

3.9.1 The Zoom Star representation

3.9.2 The 2D Zoom Star

3.9.3 The 3D Zoom Star

3.9.4 Moving object name and variables names

3.9.5 Visualisation of distributions

3.9.6 Visualisation of dependencies

3.9.7 Visualisation of taxonomies

3.9.8 Scales modification

4. Error Messages

5. Notes

LIST OF FIGURES
 
 

Figure 1 : The symbolic objects editor window

Figure 2 : Content of all available menus

Figure 3 : Representation of a hierarchy

Figure 4 : The "Labels" dialogue box

Figure 5 : Symbolic objects selection

Figure 6 : Variables selection

Figure 7 : Categories selection

Figure 8 : Example of Zoom Star with buttons

Figure 9 : The "Add Text" dialogue box

Figure 10 : The "Set Colours" dialogue box

Figure 11 : The "Set Font..." dialogue box

Figure 12 : Example of windows in cascade

Figure 13 : Example of tiled windows

Figure 14 : Table representation

Figure 15 : Selection of lines and columns

Figure 16 : Metadata display

Figure 17 : Example of a 2D Zoom Star

Figure 18 : Example of a 3D Zoom Star

Figure 19 : Mouse icons

Figure 20 : The "Edit scale" dialogue box
 
 

  1. Scope

  2.  

     

    1. Identification
    1. Workpackage overview

    2. Purpose of the WP 5: User Friendly Interface

      Before demonstrating the interest of symbolic data analysis for statistics, it is important for potential users to have the opportunity to test these methods on their own data. This can only be achieved through a high-quality and well adapted interface .

      In the case of symbolic data analysis, people that manage official data cannot be regarded as experts in the field of symbolic data analysis. Hence this interface must display data as perceived by non specialists.

      A problem arises when it comes to representing symbolic objects and the results of the analyses graphically. The objects are complex, made up with long assertion lists. It is important to give representation that can be easily grasped.
       
       

    3. Document overview
The goal of this document is to describe the interface and the functionalities of the symbolic objects editor.
 
 
  1. Referenced documents

 
 
 
 
  1. Execution Procedure

  2. The symbolic objects editor (see Figure 1) allows users to view in a table all symbolic objects present in a SODAS file and to perform some basic modifications on data inside this table. The editor also provides functionalities for viewing the graphical representations (2D and 3D), and the SOL representation of each symbolic object present in the table. We will present all functionalities menu by menu an item by item.

    Figure 1 : The symbolic objects editor window


     
     
     
     
     
     

    Figure 2 : Content of all available menus
    1. The " File " menu

    2. The " File " menu corresponds to a classical Windows TM File menu. It allows SODAS files to be opened (), closed and saved ().

      The " Save " and " Save as ... " items save the content of the table in a sodas file. It implies that the symbolic objects and the variables present in the table will be the only one to be written in the file (in this case, a warning message will be given to the user), and the order defined in the table will be respected (rules and taxonomies are also updated according to the selected variables). If a new order has been defined for categories, this order will also be taken into account. The " Save " item is available only if the editor is called outside of a chain.

      It also allows the content of any window (Zoom Star, table, Los) to be printed (). The program checks if the selected printer is a colour printer. If not, colours providing distinct greys will be automatically selected by the program. These colours correspond to the colours recommended in the style guide [29490 491 / Rep4 / V1 / Style Guide]. When printing a star , it is necessary to reduce the size of label characters.

      For example, choose 5 for variable and categories labels.

      The " File " menu also contains the list of the last opened files.

    3. The " Edit " menu

    4. The " Edit " menu contains the " Undo " () and " Redo " () functions. These functions only apply to modifications done inside the table.

      The " Copy " item allows the content of any window to be copied to the clipboard. So, the image can be paste inside any other application (word processor, image processor, ...).

      The " Remove " item removes all symbolic objects and all variables selected (see 3.8.1) in the table. These elements are of course not removed from the original SODAS file, but only from the table.

    5. The " View " menu

    6. In the SO Editor application, three distinct types of window are available. The table containing the Symbolic Objects and the variables located in the SODAS file, the graphical representation of a Symbolic Object (2D or 3D) and the SOL (Symbolic Object Language) description of a Symbolic Object. The first items of the " View " menu correspond to these different windows.

      1. The " Table " item

      2. The " Table " item sends the table window to the front, i.e. it displays the table when the window is hidden by other windows.

      3. The " 2D Graphic... " item
The " 2D Graphic " item () is context sensitive :
      1. The " 3D Graphic... " item

      2. See 3.3.2, but for the 3D Zoom Star representation ()

      3. The " SOL " item

      4. The " SOL " item displays the SOL description of all Symbolic objects selected in the table. The active window must be the table and objects has to be selected (see 3.8.1) to enable this item.

      5. The " Hierarchies " item

      6. The " Hierarchies " item displays the hierarchy corresponding to the active Zoom Star according to the Windows TM hierarchy representation (see Figure 3) . The active window must be a graphic to enable this item.

        Figure 3 : Representation of a hierarchy

        In the " Hierarchy " dialogue box, the " Expand all " button displays the complete hierarchy.

      7. The " Tool bar " and " Status bar " items

      8. The " Tool bar " and " Status bar " items allows to display/hide respectively the status bar located in the bottom of the screen and the tool bar containing all shortcut icons.

      9. The " Labels ... " item
The " Labels... " item makes appear a dialogue box (see Figure 4) which provides the user with the opportunity to work with the first letters of labels instead of the identifiers for Symbolic Objects, variables, and categories. The maximum length of labels can be defined for each element. The chosen options are saved.

Figure 4 : The "Labels" dialogue box

A button located in the tool bar () can be used to switch from the identifiers to the labels. This button acts on symbolic objects, variables and categories in the same time.
 
 

    1. The " Selection " menu

    2. The " Selection " menu allows the user to select the Symbolic Objects, the variables and the categories that he wants to see in the table and on the Zoom Stars. It also allows a configuration to be saved/loaded. The selection is made by way of a dialogue box containing three " tags ". The first one corresponds to Symbolic Objects (see Figure 5), the second one corresponds to variables (see Figure 6), and the third one corresponds to Categories (Figure 7).
       

      Figure 5 : Symbolic objects selection

      Figure 6 : Variables selection

      In the case of symbolic objects and variables, each " tag " contains two lists. The list located on the bottom of the " tag " contains the selected elements. Elements can be added and/or removed by using the four buttons. The order defined in the list will be respected in the table. On the bottom of the dialogue box, there are two buttons which can be used to open and to save a configuration. The configuration corresponds to choices made for symbolic objects, variables and categories (i.e., it is not possible to save the symbolic objects selection and the variables selection in two distinct files).

      The " Tag " corresponding to the variables selection has an additional element which gives the opportunity to use the order defined in the list, or to use the order defined in a file generated by a statistical method (this possibility is not yet implemented).

      Figure 7 : Categories selection

      In the " tag " corresponding to categories selection, all categorical variables which are currently selected are placed in the list located on the top, and the selected categories are located in the lower right list. Categories, of the selected variable, can be added and/or removed by using the four buttons. The order defined in lists will be respected on the Zoom Star. If a taxonomy is defined for a variable, the user can select the level he wants to work with. The complete taxonomy is displayed when the " View ... " button is pushed.

      The number of variables and categories for any configuration must be such as:

      3 £ number of variables £ 500

      1 £ number of categories £ 500

      Nevertheless it is recommended , for visual quality, to use not more than 24 variables and 15 categories.

      1. The " Select So... " item

      2. The " Select So... " item () displays the selection dialogue box and activates the " tag " corresponding to Symbolic Objects selection (see Figure 5).

      3. The " Select Variables... " item

      4. The " Select Variables... " item () displays the selection dialogue box and activates the " tag " corresponding to variables selection (see Figure 6).

      5. The " Select Categories... " item

      6. The " Select Categories... " item () displays the selection dialogue box and activates the " tag " corresponding to categories selection (see Figure 7).

      7. The " Open Selection... " item

      8. The " Open Selection... " item displays a dialogue box which allows a file containing a configuration to be opened. This file has a " .ovc " extension.

      9. The " Save Selection... " item
      The " Save Selection... " item displays a dialogue box which allows the current configuration to be saved in a file. This file has a " .ovc " extension.
       
       
    3. The " Graphic " menu
      1. The " Show/Hide Dependencies " item

      2. The " Show/Hide Dependencies " item displays/hides dependencies, according to the graphical representation defined in " Zoom Star Specification " [29490 491/Rep2/V1/Zoom Star Specification], on the active Zoom Star. If graphics are locked (see 3.5.3), dependencies are displayed/hidden on all graphics.

      3. The " Add/Remove Buttons " item

      4. The " Add/Remove Buttons " item () displays/hides, on all graphics, buttons allowing Zoom Star to be moved up, down, right and left (see Figure 8).

        Figure 8 : Example of Zoom Star with buttons

      5. The " Lock/Unlock " item

      6. The " Lock/Unlock " item () allows a function to be applied to a single Zoom Star (if unlocked) or to all Zoom Stars currently displayed (if locked). This locking system applies to the " 2D graphic... ", " 3D graphic... ", " Show/Hide dependencies ", " Add Text ... " items and all move functions. It also applies to visualisation of a distribution, i.e. if the user selects an axis corresponding to a variable with weighted values when graphics are locked, the variable distribution corresponding to all Zoom Stars will be displayed. The status bar continuously indicates if graphics are locked or not.

      7. The " Horizontal/Vertical Histograms " item

      8. This item () can be used to switch from the horizontal to the vertical representation of histograms.

      9. The " All Log Scales " item

      10. The " All Log Scales " item allows the user to ask for the use of logarithmic scales for all quantitative variables. Of course, the logarithmic scale will be applied only if the minimum value is greater than 0. Logarithmic scales can be selected to any axis individually (see 3.9.8).

      11. The " Add Text ... " item

      12. The " Add Text... " item provides the user with the possibility to add a text to a graphic. Once the user has entered the text and pushed on the " Ok " button of the dialogue box presented on Figure 9, the text is displayed on the upper-left side of the graphic. The user can then drag the text (by pushing on the left button of the mouse) and drop it at the desired location (by releasing the left button of the mouse). To modify or to remove a text, the user has to double click on the text and the dialogue box presented on Figure 9 will be displayed. The dialogue box also contain a " Font... " button which allows the user to select a particular font for each text.

        If graphics are locked (see 3.5.3), the text is displayed/moved/removed on all graphics in the same time.

        Figure 9 : The "Add Text" dialogue box

      13. The " Move Up ", " Move Down ", " Move Left ", " Move Right " items

      14. The move items () allow Zoom Stars to be moved around a vertical and a horizontal axis. However, the four arrow keys can also be used and it represents of course the easiest way to move graphics. If graphics are locked (see 3.5.3), each move is applied to all graphics.

      15. The " Set Colours... " item

      16. The " Set Colours... " item makes appear a dialogue box (see Figure 10) allowing Zoom Stars colours to be modified. The selected colours are saved when the application is closed.

        Figure 10 : The "Set Colours" dialogue box

      17. The " Set Fonts... " item
      The " Set Fonts... " item makes appear a dialogue box (see Figure 11) allowing Zoom Stars fonts to be modified. The selected fonts are saved when the application is closed.
       
       

      Figure 11 : The "Set Font..." dialogue box

      NB: When printing a star , it is necessary to reduce the size of label characters.

      For example, choose 5 for variable and categories labels.
       
       

    4. The " Windows " menu

    5. The " Window " menu is a standard Windowsä menu making the windows managing easier.
       
       

      1. The " Cascade " item

      2. The " Cascade " item displays windows the one behind to others (see Figure 12).

        Figure 12 : Example of windows in cascade

      3. The " Tile " item

      4. The " Tile " item displays windows so that they are all completely visible (see Figure 13).

        Figure 13 : Example of tiled windows

      5. The " Arrange Icons " item

      6. The " Arrange Icons " item displays side by side minimised windows in the bottom of the screen (see the " table " window on Figure 13).

      7. The " Close All Stars " item

      8. The " Close All Stars " item closes all windows containing Zoom Stars.

      9. The " Close All Distributions " item
      The " Close All Distributions " item closes all windows containing a distribution.
    6. The " Help " menu

    7. The " Help " menu contains the reference to the on-line help and an " about " dialogue box.
       
       

    8. The table

    9. The table is implemented according to guidelines defined in the Style Guide [29490 491 / Rep4 / V1 / Style Guide]

      Figure 14 : Table representation

      The user has the possibility to scroll vertically and horizontally thanks to scroll bars or arrow keys, and to modify column widths by " dragging and dropping " a column with the mouse (in this case, the mouse icon changes into « ).

      1. Selection of lines and columns

      2. It is possible to select lines and/or columns by selecting the header cell (grey cell) with the mouse. The entire line or column is coloured in grey as shown on Figure 15. The upper-left cell is separated in two parts, the upper-right part allows all variables to be selected, while the lower-left part allows all SOs to be selected.

        Figure 15 : Selection of lines and columns

        The user has the possibility to ask for removing the selected SOs or variables from the table (by hitting the " delete " key, or menu " Edit - Remove ").

      3. Editing SOs
      Some basic modifications can be performed on values. The user indicates its intention to modify a value either by double clicking on the corresponding cell, or directly by entering alphanumeric characters (in a way similar to the one used by Excel, as explained in the style guide). Metadata corresponding to the selected variable is displayed in a separate window.

      Figure 16: Metadata display

      As you can see on Figure 16, compared to Figure 14 and Figure 15, categories identifiers have been replaced by the automatically generated identifiers. This is necessary because labels may not be identifiers. But, complete labels are displayed in the metadata window.

      The user has the possibility to choose a category by double clicking on the corresponding cell in the metadata table. This category will then be automatically inserted in the selected cell in the table. For example, if the user selects the second category in the metadata table, the " AB02 " string will be inserted into the selected cell of the table. When modifications are finished, the user will just have to select another cell of the table, or hit the " return " key. Some syntactic and semantic checks will then be performed.

      Symbolic objects and variables labels can also be modified by double clicking on header cells (greyed cells).
       
       

    10. Visualising the graphical representation
      1. The Zoom Star representation

      2. The following table describes the conventions used for axes representation :

        Variable type
        Axis description
        Quantitative
        Graduated axis
        Categorical
        Dots equally distributed on the axis
        Not weighted
        Axis drawn in black
        Weighted
        Axis drawn in claret
        Not applicable
        Axis drawn in grey

        Remark : colours given here correspond to default colours.

      3. The 2D Zoom Star

      4. In the 2D Zoom Star, axes are linked according to each variable value. The following table describes the conventions used to link all axes according to the value, and gives an axis name which illustrates each case on Figure 17 :

        Variable value Link type Example of

        variable

        Single  the current value is linked Sex
        Multiple  each values are linked Action
        Interval  the limits are both linked and the whole surface is filled Age
        Weighted values The value with the highest weight is the only one to be linked Place

        Figure 17 : Example of a 2D Zoom Star

      5. The 3D Zoom Star

      6. On the 3D Zoom Star representation, distributions corresponding to each variables with weighted values are added, as show on Figure 18 (this figure represents the same object as Figure 17). In this representation, axes are not linked. Therefore, the conventions are not the same to represent variables values. In this case, values are written in claret.

        The height of histograms represented on the 3D Zoom Stars can be chosen by the user thanks to a the small arrows located in the tool bar (). The edit box located beside the small arrows indicates the current level. The level ranges from 1 to 10.

        Figure 18 : Example of a 3D Zoom Star

      7. Moving the object name and the variables names

      8. The user has the possibility to move the object name (located in the upper-left corner by default) and any variable name by a " drag and drop " method.

      9. Visualisation of distributions

      10. When the mouse points on an axis corresponding to a variable with weighted values, the mouse icon changes (Figure 19a). This indicates to the user that he can select the axis (with the left button of the mouse) in order to view the distribution in another window. This possibility is available for both the 2D and the 3D representations.

        If graphics are locked (see 3.5.3) , the distribution of the selected variable are displayed for all symbolic objects represented by Zoom Stars.

      11. Visualisation of dependencies

      12. When the Zoom Star is first displayed, dependencies are not completely displayed in order to avoid screen overloading. A small line is only displayed to indicate the existence of a dependency (see " Speed " category on " Cause " axis on Figure 18). When the mouse points on this small line, the mouse icon changes (Figure 19b). If the user push on the right button of the mouse, the entire axis is drawn. Once the entire axis is drawn, the user can push again on the right button of the mouse in order to replace the axis with the small line.

      13. Visualisation of taxonomies

      14. A small icon representing a taxonomy is placed beside any axis name corresponding to a variable with a taxonomy. When the mouse points on this icon, the mouse icon changes (Figure 19c). This indicates to the user that he can select the icon (with the left button of the mouse) in order to view the taxonomy in another window.

      15. Scales modification
For quantitative variables, it is possible to modify the bounds of the displayed interval. When the mouse points to a quantitative axis, the mouse icon is modified to indicate that the axis can be selected (see Figure 19d).
 
a) 
b) 
c) 
d) 
Figure 19 : Mouse icons

When the user selects a quantitative axis, a dialogue box is displayed (see Figure 20). This dialogue box allows the user to modify the minimum and the maximum values, but also to use a logarithmic scale (the minimum value must be greater than 0 to allow the use of the logarithmic scale). If the user extends the bounds of the interval, the new values will be taken into account when the sodas file will be saved. If the user restricts the interval, the original values will be taken into account when the sodas file will be saved (because this could lead to a loss of information).

Figure 20 : The "Edit scale" dialogue box

  1. Error Messages

  2. Not any errors messages are coded. They are clearly expressed and tell the user how to fix the problem.
     
     

  3. Notes
Glossary : Active window The active window is the last used window. It can be easily identified in Windows 95 by the darker background colour of the title bar.

Configuration Selection of Symbolic Objects, variables and categories.

Identifiers Names automatically generated by the DB2SO program.

Labels Words describing a Symbolic Object, a variable or a category.

Tag Interactive object located in a dialogue box which looks like an interpolated sheet.
 
 

Index :