OpenRepGrid – An Open Source Software for the Analysis of Repertory Grids

Mark Heckmann
Mark HeckmannLecturer um University
OpenRepGrid
An R package for the analysis of repertory grids

EPCA Conference, Dublin, June 30, 2012

Mark Heckmann
University of Bremen, Germany
PART I
•  Motivation for OpenRepGrid
•  Why R?
•  The OpenRepGrid project

PART II
•  Gettings started with R
•  Gettings started with OpenRepGrid
•  Basic grid analysis

PART III
•  Creating a report
•  Adding functionality
Part I
OpenRepGrid – An Open Source Software for the Analysis of Repertory Grids
OpenRepGrid – An Open Source Software for the Analysis of Repertory Grids
Clinicians


              Researchers



                             Business
                            consultant



User diversity leads to              Coaches
different user needs …
General requirements for (grid) software

•  Durability
•  Availability
•  Functionality
•  Compatibility
•  Documentation
•  Openness
•  Extensibility
•  Usability
Current	
  	
  
situa+on	
  
       	
  
No grid software
                                   offers all methods
                                      of analysis that
                                          have been
                                       devised in the
                                              literature




Source: http://callcentersindia.files.wordpress.com/2010/06/selection-process.png
Journal of Constru ctivist Psychology, 13:1–26, 2000
Copyright ã 2000 Taylor & Francis
1072-0537/00 $12.00 + .00




        THE STRUCTURAL QUADRANTS METHOD:
 A NEW APPROACH TO THE ASSESSMENT OF CONSTRUCT
     SYSTEM COMPLEXITY VIA THE REPERTORY GRID


                         JOSEP GALLIFA and LUIS BOTELLA
    Department of Psychology, Ramon Llull Un iversity, Barcelona, Spain



     This article presents a new mathematical m ethod (the Structu ral Quadrants M ethod)
     for the assessm ent of constru ct system complexity via the repertory grid. The Struc-
     tural Q uadrants M ethod (SQ M ) is presented step by step, and its sensitivity to
     grid structu re is illustrated by applying it to five case studies. A validational study
     demonstrating the discrim inative power of the SQ M and comparing it to tradi-
     tional measures is included. Results indicate that the SQ M discrim inates between a
     group of 11 experts and one of 11 novices in term s of grid com plexity as expected
     (i.e., detecting high degrees of differentiation and integration in the experts’ grids
     and low degrees of differentiation and integration in the novices’ grids). The dis-
     crim inative power of the SQ M is unparalleled by the traditional measures of grid
     structu re compared in this article. The article ends with a section on the distinctive
     advantages of the S QM and som e suggest ions for future research.
No framework to
support
experimental
types of analysis

Not extensible
by user
The output of
                                                 most programs
                                                 does not easily
                                                   lend itself to
                                                    subsequent
                                                  computation




Source: http://www.jacksofscience.com/wp-content/uploads/2008/05/computing_occurs.jpg
Development by a
single person or a small
   group of researchers,
    each with their own
 special competencies
      in a certain field of
     research and often
 limited time resources.
           (Fromm, 2009)
No joint
                                community effort
                                    to improve a
                                        program:
                               Development and
                                documentation is
                                delegated to the
                               software providers




Source: http://www.kirchen-und-kapellen.de/images/content/Community.jpg
“the programs that are currently available have a
short shelf-life in that they are unlikely to be
updated once their creators have retired”

                    (Fransella, Bannister & Bell, 2004, p. 38)




                                                              Discontinued
                                                             development
                                                           once its initiators
                                                         have moved on to
                                                             other fields or
                                                                      retired
       Source:	
  h1p://evolu+on.berkeley.edu/evosite/misconceps/images/misconcep+ons_beavers2.gif	
  
What to do?
•  Software design that enables users to
   contribute to its development
•  Set up infra- and communication
   structures to foster participation in a
   joint development

         Go	
  Open	
  Source!	
  
Why   ?
•  Because I am familiar with it 
•         is the lingua franca in the field of
     statistics
•         runs on all major platforms
•         is managable by non-programmers
•         becomes increasingly popular within
     the social sciences
Muenchen, R. A. (2012). Popularity of data analysis software.
http://r4stats.com/articles/popularity/
•       provides an underlying framework for
     further computations
•       provides a wealth of functionality
Muenchen, R. A. (2012). Popularity of data analysis software.
http://r4stats.com/articles/popularity/
•       provides an underlying framework for
     further computations
•       provides a wealth of functionality
•       fosters extensibility (GUI, 3D etc.)


             Suitable for Open Source
             grid software development
OpenRepGrid project
OpenRepGrid R package   OpenRepGrid Wiki
User entry points

•  Give feedback: bug reports,
   suggestions ...
•  Supply method descriptions to trigger
   development
•  Provide R code snippets
•  Generate tutorials and case studies
•  Join the R package development team
Development phases



          Phase	
  1	
               Phase	
  2	
  

• Create wide range of     • Adding graphical user
  analysis methods	
         interface
• Development of Wiki

• Target: Researchers
                           • Target: Practicioners
                             and casual users
Part II
Setup


                    +	
  
www.r-project.org           www.rstudio.org
28	
  
Basics

         •  R is interactive
         •  Navigate through former commands by
           pressing up and down arrows
         •  Everything after a hash (#) is a comment
         •  Execute a command by pressing the enter-
           key


29	
  
Using R as a calculator

4 + 4 ! ! !
    !           !#   Addition!
4 - 1 ! !
    !           !#   Subtraction!
4 / 2 ! ! !
    !           !#   Division!
2 * 2 ! ! !
    !           !#   Multiplication!
2^2 ! ! !       !#   Power!
!
2 + 2 * 3! !      !# standard calculating rules !
2 * 2^3 !
       !        ! ! !!
(2-1) * (2+2)   ! !# standard use of brackets!

30	
  
Variable assignments

    !
    a    <- 2 + 2 ! !# assignment operator!
                !
    a    ! ! ! !       !# variable value is 4!
    !
    a    <- 100 ! !    # change variable value!
    a    * 10 ! ! ! ! !# use the variable !
    !
    a    <- ”Some text" !# assign text to variable!
    a    * 10 ! !       !# error!

31	
  
Objects
         Objects (Variables) names may contain numbers,
         letters, underscores or dots. The name must not
         contain a function (+, - *, / etc.).


         object1 <- 10!
         object.1 <-     hallo !
         !

         Names are case sensitive
         myObject <- 1!
         myobject <- 2	
  
32	
  
Functions
Function (lat. performance, execution)


Every function uses round brackets
	
  
c()	
  !
a <- c(3,4,5)!
!
!
rnorm()!
rnorm(4)!
!
!

       33	
  
Functions


         Commands inside the function’s round brackets are
         called arguments. A function may take zero to many
         arguments.
         	
  
         rnorm(3) !
         [1] -0.3628728 -0.4580532 -1.3729865!
         !
         Every function has a documented set of arguments
         !
         ?rnorm!
         !


34	
  
Nurse, get on the internet, go to SURGERY.COM,
scroll down and click on the , Are you totally lost? icon.

35	
  
R Help System




36	
  
Some functions



         a <- c(1.2, 3.3, 6.5)!
         round(a) ! !!
         sum(a) ! !     !
         mean(a) !
                !         !
         !




37	
  
Extracting vector elements


         a[1]! ! ! ! ! !# retrieve first element!
         !
         a[c(1,2)]! ! ! !# elements 1 and 2!
         !
         !
         # Delete elements!
         a[-1] ! ! ! !# delete first element!
             !
         !
         a <- a[-1]!


38	
  
Matrices

         ?matrix!
         m <- matrix(1:9, ncol=3)!
         !
         m[rows , columns]!
         !
         m[1 , ] ! ! !# first row, all columns!
         m[ , 1] ! ! !# frist column, all rows!
         m[1:2, 1]! ! !# first two rows, all columns!
         !
         m[-1, ] ! ! !# delete first row!
                !
         !

39	
  
Replace matrix elements



         m[1, 1] <- 999!
         m!
         !
         !
         m[1 , ] <- c(90,91,92)!
         m!
           !!




40	
  
Exploring software
   features on

www.openrepgrid.org
Web Repository with
 3.500+ packages

   OpenRepGrid




  Load package
  when starting R
OpenRepGrid – An Open Source Software for the Analysis of Repertory Grids
OpenRepGrid – An Open Source Software for the Analysis of Repertory Grids
Part III
Task
Create a function that
counts the number of
   midpoint ratings
Logical operators



         TRUE!
         FALSE!
         !
         2 == 1 ! ! ! ! !# equal?!
         c(1,2,1,3) == 1
                       !!




47	
  
Writing new functions

f <- function(){!
   !# some R commands!
}!
f()!
!
!
f <- function(x){!
   !x!
}!
f(12)!
!
  !
Writing new functions



f <- function(x){!
   !sum(x) / length(x)!
}!
!
a <- c(1,2,3,4) !
f(a)!
!
  !
!
midpoints <- function(x) { !
  !scores <- getRatingLayer(x) !
  !mid <- getScaleMidpoint(x) !
  !sum(scores == mid)!
}!
!
midpoints(bell2010)!
Task
Calculate the Slater distance for
all grids bewteen the elements

 „A party I would vote for“ and
  „The Green Party (Grüne)“
slater <- lapply(x, distanceSlater, out=F)!
sapply(slater , function(x) x[1,6])!
markheckmann.github.com/
           OpenRepGrid/
Writing a
 report
out now!
Creating reports for OpenRepGrid



             RStudio


             +	
  
Using R markdown

•  Markdown is a lightweight language to
   structure a document
•  R code chunks can be directly included
•  Include R code between the following
   tags

    ```{r}
      # Some R Code here
    ```
Press	
  to	
  
generate	
  	
  
document	
  

                   Insert	
  tags	
  
OpenRepGrid – An Open Source Software for the Analysis of Repertory Grids
Want to participate?
You have suggestions or ideas?
      Just get in touch!
Literature
•  Fransella, F., Bell, R. C., & Bannister, D. (2004). A manual for repertory
   grid technique (2nd ed.). Chichester: John Wiley & Sons.
•  Fromm, M. (2009). Grid Software. European Personal Construct
   Association. Retrieved July 25, 2010, from http://www.epca-net.org/
   repgrid/software
•  Heckmann, M. (2011). OpenRepGrid - An R package for the analysis
   of repertory grids (Unpublished diploma thesis). University of Bremen,
   Bremen, Germany.
•  Muenchen, R. A. (2011). The Popularity of Data Analysis Software.
   Retrieved March 28, 2011, from http://sites.google.com/site/
   r4statistics/popularity
•  R Development Core Team. (2011). R: A language and environment
   for statistical computing. Vienna, Austria: R Foundation for Statistical
   Computing. ISBN 3-900051-07-0, URL http://www.R-project.org/.
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OpenRepGrid – An Open Source Software for the Analysis of Repertory Grids

  • 1. OpenRepGrid An R package for the analysis of repertory grids EPCA Conference, Dublin, June 30, 2012 Mark Heckmann University of Bremen, Germany
  • 2. PART I •  Motivation for OpenRepGrid •  Why R? •  The OpenRepGrid project PART II •  Gettings started with R •  Gettings started with OpenRepGrid •  Basic grid analysis PART III •  Creating a report •  Adding functionality
  • 6. Clinicians Researchers Business consultant User diversity leads to Coaches different user needs …
  • 7. General requirements for (grid) software •  Durability •  Availability •  Functionality •  Compatibility •  Documentation •  Openness •  Extensibility •  Usability
  • 9. No grid software offers all methods of analysis that have been devised in the literature Source: http://callcentersindia.files.wordpress.com/2010/06/selection-process.png
  • 10. Journal of Constru ctivist Psychology, 13:1–26, 2000 Copyright ã 2000 Taylor & Francis 1072-0537/00 $12.00 + .00 THE STRUCTURAL QUADRANTS METHOD: A NEW APPROACH TO THE ASSESSMENT OF CONSTRUCT SYSTEM COMPLEXITY VIA THE REPERTORY GRID JOSEP GALLIFA and LUIS BOTELLA Department of Psychology, Ramon Llull Un iversity, Barcelona, Spain This article presents a new mathematical m ethod (the Structu ral Quadrants M ethod) for the assessm ent of constru ct system complexity via the repertory grid. The Struc- tural Q uadrants M ethod (SQ M ) is presented step by step, and its sensitivity to grid structu re is illustrated by applying it to five case studies. A validational study demonstrating the discrim inative power of the SQ M and comparing it to tradi- tional measures is included. Results indicate that the SQ M discrim inates between a group of 11 experts and one of 11 novices in term s of grid com plexity as expected (i.e., detecting high degrees of differentiation and integration in the experts’ grids and low degrees of differentiation and integration in the novices’ grids). The dis- crim inative power of the SQ M is unparalleled by the traditional measures of grid structu re compared in this article. The article ends with a section on the distinctive advantages of the S QM and som e suggest ions for future research.
  • 11. No framework to support experimental types of analysis Not extensible by user
  • 12. The output of most programs does not easily lend itself to subsequent computation Source: http://www.jacksofscience.com/wp-content/uploads/2008/05/computing_occurs.jpg
  • 13. Development by a single person or a small group of researchers, each with their own special competencies in a certain field of research and often limited time resources. (Fromm, 2009)
  • 14. No joint community effort to improve a program: Development and documentation is delegated to the software providers Source: http://www.kirchen-und-kapellen.de/images/content/Community.jpg
  • 15. “the programs that are currently available have a short shelf-life in that they are unlikely to be updated once their creators have retired” (Fransella, Bannister & Bell, 2004, p. 38) Discontinued development once its initiators have moved on to other fields or retired Source:  h1p://evolu+on.berkeley.edu/evosite/misconceps/images/misconcep+ons_beavers2.gif  
  • 16. What to do? •  Software design that enables users to contribute to its development •  Set up infra- and communication structures to foster participation in a joint development Go  Open  Source!  
  • 17. Why ?
  • 18. •  Because I am familiar with it  •  is the lingua franca in the field of statistics •  runs on all major platforms •  is managable by non-programmers •  becomes increasingly popular within the social sciences
  • 19. Muenchen, R. A. (2012). Popularity of data analysis software. http://r4stats.com/articles/popularity/
  • 20. •  provides an underlying framework for further computations •  provides a wealth of functionality
  • 21. Muenchen, R. A. (2012). Popularity of data analysis software. http://r4stats.com/articles/popularity/
  • 22. •  provides an underlying framework for further computations •  provides a wealth of functionality •  fosters extensibility (GUI, 3D etc.) Suitable for Open Source grid software development
  • 23. OpenRepGrid project OpenRepGrid R package OpenRepGrid Wiki
  • 24. User entry points •  Give feedback: bug reports, suggestions ... •  Supply method descriptions to trigger development •  Provide R code snippets •  Generate tutorials and case studies •  Join the R package development team
  • 25. Development phases Phase  1   Phase  2   • Create wide range of • Adding graphical user analysis methods   interface • Development of Wiki • Target: Researchers • Target: Practicioners and casual users
  • 27. Setup +   www.r-project.org www.rstudio.org
  • 28. 28  
  • 29. Basics •  R is interactive •  Navigate through former commands by pressing up and down arrows •  Everything after a hash (#) is a comment •  Execute a command by pressing the enter- key 29  
  • 30. Using R as a calculator 4 + 4 ! ! ! ! !# Addition! 4 - 1 ! ! ! !# Subtraction! 4 / 2 ! ! ! ! !# Division! 2 * 2 ! ! ! ! !# Multiplication! 2^2 ! ! ! !# Power! ! 2 + 2 * 3! ! !# standard calculating rules ! 2 * 2^3 ! ! ! ! !! (2-1) * (2+2) ! !# standard use of brackets! 30  
  • 31. Variable assignments ! a <- 2 + 2 ! !# assignment operator! ! a ! ! ! ! !# variable value is 4! ! a <- 100 ! ! # change variable value! a * 10 ! ! ! ! !# use the variable ! ! a <- ”Some text" !# assign text to variable! a * 10 ! ! !# error! 31  
  • 32. Objects Objects (Variables) names may contain numbers, letters, underscores or dots. The name must not contain a function (+, - *, / etc.). object1 <- 10! object.1 <- hallo ! ! Names are case sensitive myObject <- 1! myobject <- 2   32  
  • 33. Functions Function (lat. performance, execution) Every function uses round brackets   c()  ! a <- c(3,4,5)! ! ! rnorm()! rnorm(4)! ! ! 33  
  • 34. Functions Commands inside the function’s round brackets are called arguments. A function may take zero to many arguments.   rnorm(3) ! [1] -0.3628728 -0.4580532 -1.3729865! ! Every function has a documented set of arguments ! ?rnorm! ! 34  
  • 35. Nurse, get on the internet, go to SURGERY.COM, scroll down and click on the , Are you totally lost? icon. 35  
  • 37. Some functions a <- c(1.2, 3.3, 6.5)! round(a) ! !! sum(a) ! ! ! mean(a) ! ! ! ! 37  
  • 38. Extracting vector elements a[1]! ! ! ! ! !# retrieve first element! ! a[c(1,2)]! ! ! !# elements 1 and 2! ! ! # Delete elements! a[-1] ! ! ! !# delete first element! ! ! a <- a[-1]! 38  
  • 39. Matrices ?matrix! m <- matrix(1:9, ncol=3)! ! m[rows , columns]! ! m[1 , ] ! ! !# first row, all columns! m[ , 1] ! ! !# frist column, all rows! m[1:2, 1]! ! !# first two rows, all columns! ! m[-1, ] ! ! !# delete first row! ! ! 39  
  • 40. Replace matrix elements m[1, 1] <- 999! m! ! ! m[1 , ] <- c(90,91,92)! m! !! 40  
  • 41. Exploring software features on www.openrepgrid.org
  • 42. Web Repository with 3.500+ packages OpenRepGrid Load package when starting R
  • 46. Task Create a function that counts the number of midpoint ratings
  • 47. Logical operators TRUE! FALSE! ! 2 == 1 ! ! ! ! !# equal?! c(1,2,1,3) == 1 !! 47  
  • 48. Writing new functions f <- function(){! !# some R commands! }! f()! ! ! f <- function(x){! !x! }! f(12)! ! !
  • 49. Writing new functions f <- function(x){! !sum(x) / length(x)! }! ! a <- c(1,2,3,4) ! f(a)! ! !
  • 50. ! midpoints <- function(x) { ! !scores <- getRatingLayer(x) ! !mid <- getScaleMidpoint(x) ! !sum(scores == mid)! }! ! midpoints(bell2010)!
  • 51. Task Calculate the Slater distance for all grids bewteen the elements „A party I would vote for“ and „The Green Party (Grüne)“
  • 52. slater <- lapply(x, distanceSlater, out=F)! sapply(slater , function(x) x[1,6])!
  • 53. markheckmann.github.com/ OpenRepGrid/
  • 56. Creating reports for OpenRepGrid RStudio +  
  • 57. Using R markdown •  Markdown is a lightweight language to structure a document •  R code chunks can be directly included •  Include R code between the following tags ```{r} # Some R Code here ```
  • 58. Press  to   generate     document   Insert  tags  
  • 60. Want to participate? You have suggestions or ideas? Just get in touch!
  • 61. Literature •  Fransella, F., Bell, R. C., & Bannister, D. (2004). A manual for repertory grid technique (2nd ed.). Chichester: John Wiley & Sons. •  Fromm, M. (2009). Grid Software. European Personal Construct Association. Retrieved July 25, 2010, from http://www.epca-net.org/ repgrid/software •  Heckmann, M. (2011). OpenRepGrid - An R package for the analysis of repertory grids (Unpublished diploma thesis). University of Bremen, Bremen, Germany. •  Muenchen, R. A. (2011). The Popularity of Data Analysis Software. Retrieved March 28, 2011, from http://sites.google.com/site/ r4statistics/popularity •  R Development Core Team. (2011). R: A language and environment for statistical computing. Vienna, Austria: R Foundation for Statistical Computing. ISBN 3-900051-07-0, URL http://www.R-project.org/.