Organizations exist because many tasks cannot be accomplished by individuals. However, handovers of ongoing or partially completed tasks often do not go smoothly. It can be hard to determine what is the most critical information to share during a task handoff and how best to share it. We propose to develop theory, methodology, and tools supporting Transfer of Role and Activity Critical Knowledge (TRACK). We will analyze three varied domains: theater anti-submarine warfare watchstanding, carrier strike group operations planning, and nursing handovers. Using resulting scenarios, we will elaborate an initial high-level theory of the value of information during handovers. Elaboration will focus on complications induced by limitations of time and attention: linkages and dependencies among potentially relevant facts; uncertainties associated with task demands and states of knowledge; and contextual organizational priorities. During Phase I, we will (1) develop use-cases and acquire knowledge in the three sample domains; (2) characterize modeling and representation needs; (3) define theory, methodology, and supporting tool concepts; (4) experiment and validate concepts through prototyping; and (5) develop a Phase II software tools design and work plan. We will also seek transition partners and carry out all regular reporting and coordination required for effective project management.
