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Big Data,
                                               A Material Issue

                                                  Wharton Aerospace

                                                       San Francisco CA
                                                            27 September, 2012

                                                W. Alexander Vacca, Ph.D.
                                      Corporate Director- Business Assessment
                                             Northrop Grumman Corporation

The views expressed in this presentation are solely those of the presenter, and do not necessarily
      reflect those of Northrop Grumman, its employees, its customers, or its shareholders.

                              Please do not cite without permission
Disclaimer




        The views expressed in this presentation are
          solely those of the presenter, and do not
     necessarily reflect those of Northrop Grumman, its
       employees, its customers, or its shareholders.

            Please do not cite without permission



2
Big Data: A Material Issue

                            -or-

    What a great 1990s post punk proto alternative power
     pop trio from Chicago can teach us about drawing
                 conclusions from evidence




3
Assumptions of the Analyst Shape Conclusions

                  Well I know it's been a little while
              since the first time that I made you smile
                and I thought I'd take this opportunity
                      to dig a little deeper inside
              and try to find out what someone like you
                       is trying to hide from me.

               Well I hope that you don't get angry girl,
                 and I hope that you don't get hurt
                         by the things I found
                    while goin' through your purse.

4     Material Issue Goin Through Your Purse, Freak City Soundtrack, (Polygram Records, 1994) Lyrics by Jim Ellison
Assumptions of the Analyst Shape Conclusions


     The assumptions of the analyst condition the choice of data sets, the
      choice of metrics, the hypothesized relationships to be tested, and the
      interpretation of the evidence.

     Artillery casualties in the Russo-Japanese War (1904-05)
         Intense and good faith effort to quantitatively measure the effects of heavy artillery
          on modern warfare by tabulating data from field hospitals
         Relatively few fatal and non-fatal wounds recorded from artillery fire
         Therefore artillery did not dramatically change battle tactics
         BUT most artillery casualties never made it to field hospitals (missing in action)
         AND artillery pinned troops, allowing opposing infantry to close and inflict wounds
          with rifles
         Artillery did change battle tactics, as the observing militaries discovered in 1914




5
Russo Japanese War Casualty Analysis



                                                        Per cent.
    Japanese casualties from infantry fire .. 91.35
    Japanese casualties from artillery fire ..       7.99
    Japanese casualties from bayonet, saber, etc ...       .66
                                                         ----------
    Total                                                 100.00

      John Morrison report, page 83, United States War Department: Office of the Chief of
      Staff (Military Information Division) Reports of Military Observers Attached to the
      Armies in Manchuria During the Russo Japanese War (volume 1) (US Government
      Printing Office, September 1906)




6
Making Sense of Data

                       Your make-up, and your compact,
                      and your lipstick, and stuff like that,
                     and the keys that you keep on a chain.
                       Your cigarettes and my lighter too,
                           and a picture of your sister,
                      God I think youre one in the same.

                     Well a photo of your mother too,
                      and all the boys who dated you,
                   and your high school graduation ring.
                 And a check stub from the place you work,
                  and some poetry from some stupid jerk
                  who's trying to steal your heart from me.
7     Material Issue Goin Through Your Purse, Freak City Soundtrack, (Polygram Records, 1994) Lyrics by Jim Ellison
Making Sense of Data


     Big data is not large-n,

     It is a relational constellation of rich and diverse elements with different
      pedigrees from which probabilistic predictive conclusions can be
      drawn.

     Solid methodology, including thoughts about hypotheses, need to
      underpin our analysis. There is no substitute for critical thinking and
      statistical literacy.

     Slick tools poorly applied can still deliver convincing results. We
      increase our level of confidence in junk conclusions by paying
      insufficient attention to methods and assumptions.

     Beware easy fast tools. You can cut off your fingers faster with an
      electric band-saw than with a manual hack saw.

8
Presentation of Findings Matters


  Then I cleverly put all these things back into place
       so you wouldn't think that I was a jerk.
Yeah the things I found while goin' through your purse.

         Well I hope that you don't get offended girl,
             yeah and I hope you don't get hurt,
    by the things I found while goin' through your purse.




9     Material Issue Goin Through Your Purse, Freak City Soundtrack, (Polygram Records, 1994) Lyrics by Jim Ellison
Presentation of Findings Matters


      Counterintuitive conclusions face a higher burden of proof, and some
       of the most valuable insight is counterintuitive.

      Relationships may be missed because they are masked by
       superfluous graphical or presentational artifacts

      Elegant conclusions can be undermined by poor graphics

      This Powerpoint deck is an example of this problem- a complex and
       multifaceted argument has been reduced to a series of linear bullet
       points (Arent you glad youre here for the briefing?)

      Everybody should read or listen to Dr. Edward Tufte
       (www.edwardtufte.com)



10

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  • 1. Big Data, A Material Issue Wharton Aerospace San Francisco CA 27 September, 2012 W. Alexander Vacca, Ph.D. Corporate Director- Business Assessment Northrop Grumman Corporation The views expressed in this presentation are solely those of the presenter, and do not necessarily reflect those of Northrop Grumman, its employees, its customers, or its shareholders. Please do not cite without permission
  • 2. Disclaimer The views expressed in this presentation are solely those of the presenter, and do not necessarily reflect those of Northrop Grumman, its employees, its customers, or its shareholders. Please do not cite without permission 2
  • 3. Big Data: A Material Issue -or- What a great 1990s post punk proto alternative power pop trio from Chicago can teach us about drawing conclusions from evidence 3
  • 4. Assumptions of the Analyst Shape Conclusions Well I know it's been a little while since the first time that I made you smile and I thought I'd take this opportunity to dig a little deeper inside and try to find out what someone like you is trying to hide from me. Well I hope that you don't get angry girl, and I hope that you don't get hurt by the things I found while goin' through your purse. 4 Material Issue Goin Through Your Purse, Freak City Soundtrack, (Polygram Records, 1994) Lyrics by Jim Ellison
  • 5. Assumptions of the Analyst Shape Conclusions The assumptions of the analyst condition the choice of data sets, the choice of metrics, the hypothesized relationships to be tested, and the interpretation of the evidence. Artillery casualties in the Russo-Japanese War (1904-05) Intense and good faith effort to quantitatively measure the effects of heavy artillery on modern warfare by tabulating data from field hospitals Relatively few fatal and non-fatal wounds recorded from artillery fire Therefore artillery did not dramatically change battle tactics BUT most artillery casualties never made it to field hospitals (missing in action) AND artillery pinned troops, allowing opposing infantry to close and inflict wounds with rifles Artillery did change battle tactics, as the observing militaries discovered in 1914 5
  • 6. Russo Japanese War Casualty Analysis Per cent. Japanese casualties from infantry fire .. 91.35 Japanese casualties from artillery fire .. 7.99 Japanese casualties from bayonet, saber, etc ... .66 ---------- Total 100.00 John Morrison report, page 83, United States War Department: Office of the Chief of Staff (Military Information Division) Reports of Military Observers Attached to the Armies in Manchuria During the Russo Japanese War (volume 1) (US Government Printing Office, September 1906) 6
  • 7. Making Sense of Data Your make-up, and your compact, and your lipstick, and stuff like that, and the keys that you keep on a chain. Your cigarettes and my lighter too, and a picture of your sister, God I think youre one in the same. Well a photo of your mother too, and all the boys who dated you, and your high school graduation ring. And a check stub from the place you work, and some poetry from some stupid jerk who's trying to steal your heart from me. 7 Material Issue Goin Through Your Purse, Freak City Soundtrack, (Polygram Records, 1994) Lyrics by Jim Ellison
  • 8. Making Sense of Data Big data is not large-n, It is a relational constellation of rich and diverse elements with different pedigrees from which probabilistic predictive conclusions can be drawn. Solid methodology, including thoughts about hypotheses, need to underpin our analysis. There is no substitute for critical thinking and statistical literacy. Slick tools poorly applied can still deliver convincing results. We increase our level of confidence in junk conclusions by paying insufficient attention to methods and assumptions. Beware easy fast tools. You can cut off your fingers faster with an electric band-saw than with a manual hack saw. 8
  • 9. Presentation of Findings Matters Then I cleverly put all these things back into place so you wouldn't think that I was a jerk. Yeah the things I found while goin' through your purse. Well I hope that you don't get offended girl, yeah and I hope you don't get hurt, by the things I found while goin' through your purse. 9 Material Issue Goin Through Your Purse, Freak City Soundtrack, (Polygram Records, 1994) Lyrics by Jim Ellison
  • 10. Presentation of Findings Matters Counterintuitive conclusions face a higher burden of proof, and some of the most valuable insight is counterintuitive. Relationships may be missed because they are masked by superfluous graphical or presentational artifacts Elegant conclusions can be undermined by poor graphics This Powerpoint deck is an example of this problem- a complex and multifaceted argument has been reduced to a series of linear bullet points (Arent you glad youre here for the briefing?) Everybody should read or listen to Dr. Edward Tufte (www.edwardtufte.com) 10