Description of Projects  
 

MetaMatrix: Tools for the Analysis of Organizational Structure

Carter T. Butts
Advisor: Kathleen M. Carley

Introduction: the Metamatrix Approach

The metamatrix approach (Krackhardt and Carley, 1998; Carley and Krackhardt, 1999; Carley et al., 2000; Carley 1999, 2001a,b; Carley and Hill, 2001; Carley and Ren, 2001) provides a representational framework and family of methods for the analysis of organizational data. Stemming from work by Kathleen Carley, David Krackhardt, Yuquing Ren, and others, this approach builds heavily on recent network-oriented treatments of organizational structure, as well as ideas from the information processing school of organizational theory (March and Simon, 1958; Simon, 1973; Galbraith, 1977) and operations research. Under this model, organizations are conceived of as being composed of a set of \emph{elements}, each of which belongs to one of five classes:

Personnel
Individual agents within the organization (human or otherwise) which are capable of contributing labor to task performance and which form a locus for knowledge (procedural or declarative), social contacts, task assignments, and/or control of resources
Knowledge
Functionally coherent elements of procedural or declarative information (generally pertaining to organizationally relevant task performance) to which agents may have access (often synonymous with human capital)
Resources
Passive elements of organizational structure which act as inputs to task performance and which may be controlled by agents (often synonymous with physical capital)
Tasks
Organizational objectives which must be met by a specified agent performance (usually involving resources and/or knowledge)
Organizations
Organizational entities beyond the entity under immediate study (i.e., other organizations within the environment)

The organization is then defined by the set of elements, together with the dyadic relationships among these elements. It is the analysis of these dyadic relationships which lies at the heart of the metamatrix approach.

The term ``organizational metamatrix'' itself derives from a useful conceptualization of the inter-element relationships described above. By taking each of the five element types and using them to define the rows and columns of a matrix, we arrive at something like the table below. Note that each cell of this matrix can be interpreted as a particular organizational substructure. Thus, the ``PP'' cell can be thought of as reflecting Personnel x Personnel relations, the ``RT'' cell can be seen as containing Resource x Task relationships, and so forth. Since each of these relations can in turn be expressed via an adjacency matrix (a matrix in which the ijth cell is 1 if element i sends a tie to element j), the larger structure can be thought of as a matrix of matrices, or a ``metamatrix.'' Since each cell of the metamatrix tends to carry a distinct substantive meaning (e.g., the PT cell provides the assignment of Personnel to Tasks), it is often useful to treat the total organizational structure in metamatrix form. On the other hand, the above table suggests another useful duality: each cell of the metamatrix corresponds to a submatrix of the combined organizational structure formed by the union of all elements and relations. Thus, we can where useful move between the metamatrix and combined (or ``full'') adjacency matrix representations of the organization without loss of generality.

Personnel Knowledge Resources Tasks Organizations
Personnel PP PK PR PT PO
Knowledge KP KK KR KT KO
Resources RP RK RR RT RO
Tasks TP TK TR TT TO
Organizations OP OK OR OT OO
The Organizational Metamatrix

Given the above representational framework, the metamatrix approach to organizational analysis proceeds by examining the ways in which the requirements of the organization (e.g., its tasks and their relationships to inputs and each other) match (or fail to match) its capabilities (as embodied by relations among personnel, knowledge, resources, and external organizations). As one might expect, this leaves room for a wide variety of methods, many of which may depend on the context of the analysis itself. The software tools discussed here implement a variety of these techniques, and are designed so as to facilitate integration with traditional organization and network analytic methods.

Software Tools

Currently, there are two independent implementations of the metamatrix approach, each of which lends itself to slightly different applications:

MetaMatrix and the NetStat Library

NetStat is a freely available library of routines for organizational and network analysis, together with a set of simple, easy to use applications which draw upon the library routines. One of these applications, MetaMatrix, automatically performs a range of metamatrix analyses on organizational data; it is command-line driven, and suitable for use with automated simulation systems. The analytic functionality of MetaMatrix is part of the NetStat library, and can hence be easily incorporated into secondary applications.
Target User Base
Programmers, simulation analysts, and others seeking a lightweight, portable implementation
Language
ANSI C
Documentation
API and application documentation included in package
URL
http://legba.hss.cmu.edu/netstat

The metamatrix Package for R

The metamatrix package is a freely available library of routines for organizational analysis using the R statistical computing environment. Combining the metamatrix approach with R allows users to seamlessly integrate conventional, network analytic, and metamatrix tools in the analysis of organizational data. This implementation is particularly well-suited for pedagogical use, as R binaries are freely available for all major platforms, and the system a as a whole is well-documented.
Target User Base
Data analysts, students, current users of R/sna
Language
S (R dialect)
Documentation
On-line help included in package; additional reference manual available
URL
http://legba.hss.cmu.edu/R.stuff

Research Support

This work was supported in part by the Office of Naval Research (ONR), United States Navy Grant No. N00014-97-1-0037, NSF IGERT in CASOS, NSF IRI9633 662, NSF KDI IIS-9980109, and the Pennsylvania Infrastructure Technology Alliance, a partnership of Carnegie Mellon, Lehigh University, and the Commonwealth of Pennsylvania's Department of Economic and Community Development. Additional support was provided by ICES (the Institute for Complex Engineered Systems) and CASOS, the center for Computational Analysis of Social and Organizational Systems at Carnegie Mellon University (http://www.ices.cmu.edu/casos).