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A Conceptual Framework for Visualizing Composite Indicators

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Abstract

Composite indicators (CIs) are common measurements and benchmarking tools used to measure multidimensional concepts such as well-being, education and more. Indicators and sub-indicators are selected and combined to reflect a measured phenomenon. Measurement iterations produce a series of time-oriented data, which stakeholders, as well as the general public, might be interested in interpreting. Visualization of a CI is highly recommended, in order to facilitate interpretation and enhance understanding of indicator components and their evolution over time. In recent years, a variety of CI visualizations have been published including various visualization techniques. Indeed, visualizing a CI is a complex and challenging issue, involving many design choices. However, there is a lack of guidelines and methodological approaches for CI visualization design. We suggest a framework that provides a systematic way of thinking of CI visualizations. The framework is intended for two uses: as a design tool when constructing a new CI visualization, and as an analytic tool for systematically describing, comparing and evaluating CI visualizations. The suggested framework is the outcome of both a top-down process, based on CI construction and information visualization literature, and a bottom-up process, in which 35 existing visualization applications of popular CIs were analyzed. We use Munzner’s visualization analysis and design framework (Munzner in Visualization analysis and design, CRC Press, Boca Raton, 2014) in an adaptive way, considering the specific challenges and characteristics of CI visualizations, in order to develop and discuss a systematic view of the data, tasks and methods for visualizing CIs. We demonstrate the use of the framework with a case study analyzing the popular OECD Better Life Index visualization tool.

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Source: http://www.oecd.org/std/47917288.pdf. (Color figure online)

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Source: NRI, World Economic Forum, Switzerland, 2015—http://reports.weforum.org/globalinformation-technology-report-2015/report-highlights/. (Color figure online)

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Notes

  1. http://oe.cd/bli.

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Acknowledgements

This research was done as part of the National Israel ICT project by The Center of Internet Research (http://infosoc.haifa.ac.il) supported by the Israel Internet Association-ISOC-IK; the I-CORE Program of the Planning and Budgeting Committee and The Israel Science Foundation (1716/12); and the Samuel Neaman Institute for National Policy Studies.

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Correspondence to Yael Albo.

Appendices

Appendix 1: List of Analyzed CIs Visualization, Retrieved on 7/2015–3/2016

No.

CI name

Views

Category

Organization

1

Better Life Index

9

General

OECD

2

The Good Country Index

3

General

Developed and funded by Simon Anholt

3

Global Competitiveness Report

2

Economy

World Economic Forum

4

Index of Economic Freedom

5

Economy

The Heritage Foundation

5

Bloomberg Innovation Index

1

Economy

Bloomberg company

6

PISA-Program for Int. Student Assess

4

Education

OECD

7

EPI—Environmental Performance Index

6

Environment

The Yale Center for Environmental Law & Policy

8

Sustainable Society Index (SSI)

5

Environment

the Sustainable Society Foundation

9

Environmental Vulnerability Index (EVI)

2

Environment

The South Pacific Applied Geoscience Commission (SOPAC), the United Nations Environment Programme (UNEP) and their partners

10

Euro health consumer index (EHCI)

3

Health

Health Consumer Powerhouse

11

Global Hunger Index (GHI)

3

Health

The International Food Policy Research Institute

12

Global Corruption Barometer and Corruption Perceptions Index

2

Politics

Transparency International

13

Worldwide Press Freedom Index

3

Politics

Reporters Without Borders

14

Worldwide Governance Indicators (WGI)

5

Politics

The World Bank Group

15

Global Militarization Index

2

Politics

Bonn International Center for Conversion

16

World Justice Project Rule of Law Index

4

Politics

The World Justice Project (WJP)

17

The Global Peace Index

3

Politics

The Institute for Economics and Peace (IEP)

18

Human Development Index

10

Society

United Nations Development Programme

19

Quality of Life Index

5

Society

Numbeo

20

SIGI-social inst. and gender index

2

Society

OECD

21

Save the Children

1

Society

Save the Children International

22

Global Slavery Index

4

Society

the Walk Free Foundation

23

KOF Globalization Index

3

Society

KOF, ETH Zürich

24

Global Gender Gap Report

4

Society

World Economic Forum

25

Legatum Prosperity Index

12

Society

Legatum Institute

26

Social Progress Index

7

Society

The Social Progress Imperative

27

World Giving Index

4

Society

Charities Aid Foundation

28

World Happiness Report

3

Society

the United Nations Sustainable Development Solutions Network

29

IDI- ICT Development Index

5

Technology

The United Nations International Telecommunication Union

30

UN e-Government

6

Technology

United Nations Department of Economic and Social Affairs (UNDESA)

31

The Web Index

8

Technology

the World Wide Web Foundation

32

the global innovation index

5

Technology

Cornell University, INSEAD, and the World Intellectual Property Organization

33

Networked Readiness Index-NRI

16

Technology

World Economic Forum

34

Academic Ranking of World Universities

3

Education

Shanghai Ranking Consultancy

35

QS University rankings

4

Education

QS Quacquarelli Symonds

 

Total

164

  

Appendix 2: CI Visualization Framework Components—A Short Description

Component

Section

Short description

What

3.1

CI Data types

 Items

3.1.1

The measured organizations (e.g. cities, countries, universities etc.)

 Indices

3.1.2

The different measurements that reflect the multidimensional phenomena

 Values

3.1.3

Item’s performance in a measurement, expressed by ranks, scores, or raw data.

 Time

3.1.4

Performance evaluation timing, usually at regular intervals (e.g. once a year)

Why

3.2

CI domain questions. The goals of the CI visualization use

 High-level tasks

3.2.1

High-level goals for interacting with a CI visualization tool

 Consume

3.2.1.1

Consuming existing CI information tasks: Present, Discover and Enjoy

 Produce

3.2.1.2

Using a CI visualization to generate new material: Derive and Record

 Low-level tasks

3.2.2

Low-level tasks described by items, indices and time

 Items

3.2.2.1

Sub-tasks distinguished by the number of items in focus: Ranking, Overview, Profile, Compare and Correlate

 Indices

3.2.2.2

Single vs. multiple indices in focus of relevant sub-tasks

 Time

3.2.2.3

Existence of tasks’ focus in trend, i.e. change in values over time

How

3.3

Design choices for constructing a CI visualization

 Encode

3.3.1

Visual mapping and visualization methods for CI data types

 Mapping

3.3.1.1

Matching of CI data to appropriate marks and visual channels

 Methods

3.3.1.2

Visualization techniques suitable for CIs

 Manipulate

3.3.2

User interactions that change the view over time: Filter, Select, Navigate, Sort and Self-Encode

 Facet

3.3.3

Splitting the display into multiple static CI views

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Albo, Y., Lanir, J. & Rafaeli, S. A Conceptual Framework for Visualizing Composite Indicators. Soc Indic Res 141, 1–30 (2019). https://doi.org/10.1007/s11205-017-1804-0

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