Pattern Recognition

Thinking Tools3.2 Finding the Past FactsAlso known as Expert Pattern Templates

From the chunking work of William G. Chase and Herbert A. Simon (Perception in Chess, 1973) and the recognition-primed decision model of Gary A. Klein, Roberta Calderwood, and Anne Clinton-Cirocco (Rapid Decision Making on the Fire Ground, 1986), drawn out by the interview protocol of Klein, Calderwood, and Donald MacGregor (Critical Decision Method for Eliciting Knowledge, 1989).

Turns experts' instant reads of a situation into explicit templates, each with its cues, its label, the dynamics to expect, and the move that works, so others can learn them.

When to reach for it

When experts just see the right move and newer people cannot, and that know-how needs to be passed on.

How it runs

  1. Pick a domain with clear wins and losses.
  2. Ask several experts for times they knew at once what to do.
  3. Pull out the cues, the situation label, the expected dynamics, the response.
  4. Cluster recurring cues and moves into templates.
  5. Try the templates on new cases and refine them.

Where it sits in SOLVE eX

Go to the source

  • Perception in Chess, Cognitive Psychology 4(1), 1973
  • Rapid Decision Making on the Fire Ground, Proceedings of the Human Factors Society 30th Annual Meeting, 1986
  • Critical Decision Method for Eliciting Knowledge, IEEE Transactions on Systems, Man, and Cybernetics 19(3), 1989

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