Personal information management
Personal information management (PIM) and Personal Data Management (PDM) refers to the practice and the study of the activities people perform in order to acquire, organize, maintain, retrieve and use personal information items such as documents (paper-based and digital), web pages and email messages for everyday use to complete tasks (work-related or not) and fulfill a person’s various roles (as parent, employee, friend, member of community, etc.). There are six ways in which information can be personal:
- Owned by "me"
- About "me"
- Directed toward "me"
- Sent/Posted by "me"
- Experienced by "me"
- Relevant to "me"
One ideal of PIM is that people should always have the right information in the right place, in the right form, and of sufficient completeness and quality to meet their current need. Technologies and tools such as personal information managers help people spend less time with time-consuming and error-prone activities of PIM (such as looking for and organising information). They then have more and better insight in making creative, intelligent use of their time, or to simply enjoy the information itself.
- 1 History and background
- 2 Tools
- 3 Study
- 4 Methods
- 5 Related activities and areas
- 6 See also
- 7 References
- 8 Books and articles on PIM
- 9 Other resources
History and background
Although PIM is a relatively new field, information management began in spoken word; people would use mnemonics as PIM for the human memory. Opportunities are created each day for information management professionals as we realize the potential personal information holds.
A seminal paper in personal information management research is "Finding and Reminding" by Barreau and Nardi in 1995. It shows how ethographic field studies can be used to derive testable theories for improving personal information management practices and tools. Many publications by others followed, until a workshop series was initiated with the first NSF-sponsored workshop on PIM held in Seattle, Washington, on January 27–29, 2005. The group gathered at this workshop started defining the field in a published report. This report formed the basis of the book Personal Information Management and follow-up workshops.
Research in the area of PIM also relates to work done under the term personal knowledge management. Whereas the focus there is on philosophy and integration with the theories created within knowledge management – a holistic approach – the focus of PIM research is on collecting statistically relevant data to support the core hypothesis of PIM (see for example the work of Steve Whittaker), and on creating and validating tools for PIM (see works by William Jones or David Karger).
There are a number of tools available for managing personal information, but these tools can become a part of the problem leading to “information fragmentation”. Different devices and applications often come with their separate ways of storing and organizing information. NOTE: Many people confuse PIM tools with the study and practice of personal information management itself. See personal information manager for information about tools for personal information management.
Interest in the study of PIM has increased in recent years. One goal in the study of PIM is to identify ways to introduce new tool support without inadvertently increasing the complexity of a person’s information management challenge. The study of PIM means understanding better how people manage information across tools and over time. It is not enough simply to study, for example, e-mail use in isolation. A related point is that the value of a new tool must be assessed over time and in a broader context of a person’s various PIM activities.
PIM research can be organized according to the three main PIM activities
Finding and re-finding information can take place in a public space (e.g. the Internet) or private (e.g. a person's hard drive). Research on finding is largely focused on finding public information (e.g.) and on how people search and use information (human information behavior). For re-finding a person has to a) remember (to look), recall and recognize, and repeat. Remembering to look is difficult even when using online bookmarks. Recall and recognize is what typically happens when people do a (desktop) search by typing in search terms and then scanning the list of results until they recognize what they are looking for. The whole process of remembering, recalling and recognizing is repeated in case the information sought consists of multiple parts.
When people encounter information it can be consumed immediately (e.g. a game score) or keep it for later use in which case a decision needs to be made of how and where to keep it so it can be found again. This process is error prone. Filing and tagging information is difficult  because people often fail to remember existing folders and tags and create new instances leading to information dispersion.
Meta activities are strategic activities that consider a person's information collections, how their information is organized and how well this organization is working, and whether the information is secure and backed up. Making sense of and using information after it has been found is also part of these activities. Generally people struggle to organize their information, and usually don't have reliable backup routines.
A challenge in PIM research is to develop more practical methods for study of current PIM practices with more practical implications for the development of improved tools, techniques and training in support of better PIM. PIM requires the study of people, with a diversity of backgrounds and needs, over time as they work in many different situations, with different forms of information and different tools of information management. This scope of PIM inquiry brings a need for practical, cost-effective methodologies that can scale. Further, there is a need not only for descriptive studies aimed at better understanding how people currently practice PIM but also for prescriptive studies aimed both at evaluation and also towards the recommendation of proposed solutions in the form of new, improved tools, techniques and strategies of PIM.
Related activities and areas
PIM shares considerable, potentially synergistic overlap with disciplines such as cognitive science, human-computer interaction, information science, artificial intelligence, database management and information retrieval. PIM relates to but differs from other fields of inquiry that study the interactions between people, information and technology, personal network management.
Cognitive psychology and cognitive science
Cognitive psychology, as the study of how people learn and remember, problem solve, and make decisions, necessarily also includes the study of how people make smart use of available information. The related field of cognitive science, in its efforts to apply these questions more broadly to the study and simulation of intelligent behavior, is also related to PIM. Cognitive science has strong connections to, some would say subsumes, the field of artificial intelligence.
There is great potential for a mutually beneficial interplay between cognitive science and PIM. Sub-areas of cognitive science of clear relevance to PIM include problem solving and decision making. For example, folders created to hold information for a big project such as “plan my wedding” may sometimes resemble a problem-decomposition. To take another example, signal detection task has long been used to frame and explain human behavior and has recently been used as a basis for analyzing our choices concerning what information to keep and how – a key activity of PIM.
Or consider categorization and concept formation. How are categories and concepts learned and used? Categories and concepts can be seen directly but may be reflected in the tags and folders people use to organize their information. Or consider the activities of reading and writing. Both are areas of study in cognitive psychology with clear relevance to the study of PIM.
Now large portions of a document may be the product of “copy-and-paste” operations (from our previous writings) rather than a product of original writing. Certainly, management of text pieces pasted for re-use is a PIM activity, and this raises several interesting questions. How do we go about deciding when to re-use and when to write from scratch? We may sometimes spend more time chasing down a paragraph we have previously written than it would have taken to simply write a new paragraph expressing the same thoughts. Beyond this, we can wonder at what point a reliance on an increasing (and increasingly available) supply of previously written material begins to impact our creativity.
As people do PIM they work in an external environment that includes other people, available technology and organizational setting. This means that situated cognition, distributed cognition, and social cognition all relate to the study of PIM.
Human-computer and human-information interaction
The study of PIM is also related to the field of human-computer interaction (HCI). But PIM research puts emphasis on the broader study of how people manage their information over time using a variety of tools – some computer-based, some not.
The User-Subjective Approach is the first approach dedicated specifically to PIM systems design. Its theoretical foundations were first published in a Journal of the American Society for Information Science and Technology paper in 2003. Another JASIST paper with evidence and implementation for the approach was published in 2008. The paper had won the Best JASIST Paper award in 2009. The first user-subjective design scheme was developed and positively evaluated in a Conference on Human Factors in Computing Systems paper published in 2009
Management of data, information, knowledge, time and tasks
The study of information management and knowledge management in organizations relates to the study of PIM. Jones notes that issues seen first at an organizational level often migrate to the PIM domain.
PIM can help to motivate and will also benefit from work in information retrieval and database management. For example, data mining techniques might be applied to mine and structure personal information.
Relation to time management and productivity
By similar argument, a discussion of time management or task management on a personal level quickly takes us back to a discussion of PIM. Both time and task management make heavy use of information tools and external forms of information such as to-do lists, calendars, timelines, Gantt charts, etc.; this information, to be managed like other information.
Personal Network Management
Personal Network Management (PNM) is a crucial aspect of PIM and can be understood as the practice of managing the links and connections for social and professional benefits.
- Personal data manager
- Personal information manager
- Personal knowledge management
- Time management
- Information management
- Group information management (GIM)
- List of personal information managers
- Personal organizer
- Personal wiki
- Semantic desktop
- Desktop wiki
- Jones, William (2008). Keeping Found Things Found. Morgan Kaufmann Publishers. ISBN 978-0-12-370866-3.
- Barreau, Deborah; Nardi, Bonnie A (1995), "Finding and Reminding: File Organization from the Desktop", ACM SIGCHI Bulletin 27 (3): 39–43
- Jones, William; Bruce, Harry, A Report on the NSF-Sponsored Workshop on Personal Information Management, Seattle, WA, 2005, The Information School, University of Washington
- Looking for Information / Case (2014)
- Information Behavior Research: Where Have We been, Where are We Going / Julien & O'Brien (2014
- The Psychology of Personal Information Management / Lansdale (1988)
- Saving and Using Encountered Information / Marshall & Bly (2005)
- Information Behavior That Keeps Found Things Found / Bruce, Jones, & Dumais (2004)
- Getting Lost in Email: How and Why Users Spend More Time in Email Than Intended / Hanrahan (2015)
- The Long Term Fate of Digital Belongings: Toward A Service Model for Personal Archives / Marshall, Bly, & Brun-Cottan (2006)
- Jones, W., Phuwanartnurak, A. J., Gill, R., & Bruce, H. (2005, April 2–7). Don't take my folders away! Organizing personal information to get things done. Paper presented at the ACM SIGCHI Conference on Human Factors in Computing Systems (CHI 2005), Portland, OR.
- Peterson, W. W., Birdsall, T. G., & Fox, W. C. (1954). The theory of signal detectability. Institute of Radio Engineers Transactions, PGIT-4, 171-212.
- Jones, W. (2004).Finders, keepers? The present and future perfect in support of personal information management. First Monday.
- The user-subjective approach to personal information management systems - Bergman - 2003 - Journal of the American Society for Information Science and Technology - Wiley Online Library. Onlinelibrary.wiley.com. Retrieved on 2013-09-09.
- The user-subjective approach to personal information management systems design: Evidence and implementations - Bergman - 2007 - Journal of the American Society for Information Science and Technology - Wiley Online Library. Onlinelibrary.wiley.com. Retrieved on 2013-09-09.
- Best JASIST Paper Award. Asis.org. Retrieved on 2013-09-09.
- It's not that important. Portal.acm.org. Retrieved on 2013-09-09.
- Jones, W. (2007). Personal information management. In B. Cronin (Ed.), Annual Review of Information Science and Technology (ARIST) (Vol. 41). Medford, NJ: Information Today.
Books and articles on PIM
- Bellotti, Victoria, Ducheneaut, Nicolas, Howard, Mark & Smith, Ian. (2003) "Taking email to task: the design and evaluation of a task management centered email tool." In Proceedings of the SIGCHI conference on Human factors in computing systems. Ft. Lauderdale, Florida, USA : ACM
- Bergman, Ofer, Boardman, Richard, Gwizdka, Jacek & Jones, William. "Personal information management." Extended Abstracts of the 2004 Conference on Human Factors in Computing Systems (pp. 1598–1599), Vienna, Austria.
- Bergman, Ofer, Beyth-Marom, Ruth & Nachmias, Rafi (2006). "The project fragmentation problem in personal information management." In Proceedings of the SIGCHI conference on Human Factors in computing systems. Montréal, Québec, Canada : ACM.
- Bergman, Ofer, Beyth-Marom, Ruth & Nachmias, Rafi (2008). The user-subjective approach to personal information management systems design: Evidence and implementations. Journal of the American Society for Information Science and Technology 59(2): pp 235–246.
- Bergman, Ofer, Beyth-Marom, Ruth, Nachmias, Rafi, Gradovitch, Noa & Whittaker, Steve (2008). Advanced search engines and navigation preference in personal information management. Special Issue of ACM Transactions on Information Systems on Keeping, Re-finding and Sharing Personal Information 26(4): pp. 30–54.
- Bergman, Ofer, Whittaker, Steve, Sanderson, Mark, Nachmias, Rafi, & Ramamoorthy, Aanad (2010). The effect of folder structure on personal file navigation. Journal of the American Society for Information Science and Technology 61(12): pp 2426–2441.
- Boardman, Richard & Sasse, M. Angela. (2004) "Stuff goes into the computer and doesn't come out": a cross-tool study of personal information management." In Proceedings of the SIGCHI conference on Human factors in computing systems. Vienna, Austria : ACM.
- Dumais, Susan, Cutrell, Edward, Cadiz, J. J., Jancke, Gavin, Sarin, Raman & Robbins, Daniel C. (2003) "Stuff I've seen: a system for personal information retrieval and re-use." In Proceedings of the 26th annual international ACM SIGIR conference on Research and development in information retrieval. Toronto, Canada : ACM
- Jones, W. (2008). Keeping Found Things Found: The Study and Practice of Personal Information Management. Burlington, MA: Morgan Kaufmann Publishers. Book info at: Morgan Kaufmann | Amazon ISBN 978-0-12-370866-3
- Jones, W. & Teevan, J. (Eds.) (2007). Personal Information Management. Seattle, WA: University of Washington Press. Book info at: University of Washington Press | Amazon ISBN 978-0-295-98737-8
- Jones, W. (2004).Finders, keepers? The present and future perfect in support of personal information management. First Monday, 9(3). Available at http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/article/view/1123/1043.
- Jones, W. (2007). Personal information management. In B. Cronin (Ed.), Annual Review of Information Science and Technology (ARIST) (Vol. 41). Medford, NJ: Information Today.
- Kaye, Joseph 'Jofish', Vertesi, Janet, Avery, Shari, Dafoe, Allan, David, Shay, Onaga, Lisa, Rosero, Ivan & Pinch, Trevor. (2006) "To have and to hold: exploring the personal archive." In Proceedings of the SIGCHI conference on Human Factors in computing systems. Montréal, Québec, Canada : ACM.
- Lansdale, M.W. (March 1988) "The psychology of personal information management." Applied Ergonomics. 19:1, pp. 55–66.
- Ravasio, Pamela, Schär, Sissel Guttormsen & Krueger, Helmut. (2004) "In pursuit of desktop evolution: User problems and practices with modern desktop systems." ACM Trans. Comput.-Hum. Interact.. 11:2, pp. 156–180.
- Teevan, Jaime, Jones, William & Bederson, Benjamin B. (2006 January) "SPECIAL ISSUE: Personal information management." Commun. ACM. 49:1
- Trullemans, Sandra & Signer, Beat (2014) "From User Needs to Opportunities in Personal Information Management: A Case Study on Organisational Strategies in Cross-Media Information Spaces" In Proceedings of the International Conference on Digital Libraries. London, UK
- Trullemans, Sandra & Signer, Beat (2014) "Towards a Conceptual Framework and Metamodel for Context-aware Personal Cross-Media Information Management Systems" In Proceedings of the 33rd International Conference on Conceptual Modelling. Atlanta, USA
- Whittaker, Steve & Sidner, Candace. (1996) "Email overload: exploring personal information management of email." In Proceedings of the SIGCHI conference on Human factors in computing systems: common ground. Vancouver, British Columbia, Canada : ACM.
- Whittaker, S., and Hirschberg, J. (2001). "The character, value and management of paper archive." ACM Transactions on Computer Human Interaction, 8, 150-170.
- Whittaker, Steve (2011). Personal information management: From Consumption to Curation. In B. Cronin (Ed.), Annual Review of Information Science and Technology (ARIST) (Vol. 45). Medford, NJ: Information Today.
- The Seven habits of highly effective information managers.
- pim-disc yahoo group A mailinglist and collaboration platform for PIM researchers.
- personalim Xing group A meeting place for German-speaking PIM researchers and practitioners.
- Who's working on Personal Information Management? Authored by Richard Boardman, Imperial College London (July 2003)
- Resources for Personal Information Management Community Portal managed by the University of Washington, features a link collection, workshops, books
- Memoria-Mea Project, MISG/ICTI EIA-FR Switzerland
- List of PIM publications at the Keeping Found Things Found (KFTF) project website.
- PIM 2008 workshop
- PIM Agenda A blog focused on practical tips and advice around PIM
- A list of personal document management software
- Personal Information Management (PIM) resources - A Wiki dedicated to the research of PIM
- A list of PIM research prototypes