l. m. camarinha-matos © l. m. camarinha-matos wp5 – status overview wp5 meeting – paris, 28-29...
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© L. M. Camarinha-MatosL. M. Camarinha-Matos
WP5 – STATUS OVERVIEW
WP5 meeting – Paris, 28-29 June 2004
Luis M. [email protected]
© L. M. Camarinha-MatosL. M. Camarinha-Matos
WP5 – OBJECTIVES
Establish a sound theoretical foundation for collaborative networked organizations and to
promote and assess the adoption of formal and semi-formal modeling methods and tools in the
consolidation of the existing and emerging fragmented knowledge in this area
Establish a new scientific disciplineof Collaborative Networks
© L. M. Camarinha-MatosL. M. Camarinha-Matos
DesignIm
plement
Models
Implementations
WP5 – WHY
No common“reference”
“Supervise”
© L. M. Camarinha-MatosL. M. Camarinha-Matos
DesignIm
plement
Simulate /Evaluate
ReferenceModels
Definitions
Models
Implementations
WP5 – WHY
© L. M. Camarinha-MatosL. M. Camarinha-Matos
Abstra
ct
Emergingmanifestations
ReferenceModels
Definitions
WP5 – WHY
Expla
in
Scenarios
© L. M. Camarinha-MatosL. M. Camarinha-Matos
Abstra
ct
DesignIm
plement
Simulate /Evaluate
Emergingmanifestations
ReferenceModels
Definitions
WP5 – WHY
Expla
in
Scenarios
Models
Implementations
© L. M. Camarinha-MatosL. M. Camarinha-Matos
WP5 – RESULTS
D51.1 – Report identifying and characterizing the main modeling needs in CNOs. Month 6
D51.2 – Map of applicability of tools and approaches, based on the assessment experiments (“shopping list”. Month 15.
Formal and semi-formal modelling foundation Set of modelling tools, applicability map, modelling approach, illustrations
Models interoperability basisRules / guidelines for combining different modelling approaches / formalisms
Soft modelling foundationModeling tools and approaches to capture “soft aspects” in CNOs (e.g. social actors relationships, incomplete knowledge)
Reference models for CNOsAbstract (generic) models of CNOs that can be the basis for models instantiation for different manifestations of CNOs
Initial results
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Informal Formal Models
Tra
ditio
nal
CN
Em
ergi
ngC
NDirections
in CN
Und
erst
andi
ng
MODELING DIRECTIONS
Consolidating
SC
EE
VO
VLER
© L. M. Camarinha-MatosL. M. Camarinha-Matos
“Pool” of potentially useful modeling tools / theories
Modelling “purposes”
Identification & structuring
Models’ interoperability
Mapping
Pool of externalexperts
Reference models for CNOs
Most promising(after hands-on assessment)
A B
WP 5 – INITIAL ACTIVITIES
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WP 5 – STATUS - A
Activity A: Portfolio of tools and approaches
Key idea
Key references
Possible experts
OK
OK, but not enough URLs
Not OK, mostly “local” experts
30 entries A few not adequate descriptions (3 or 4) Several delays, but overall satisfactory
© L. M. Camarinha-MatosL. M. Camarinha-Matos
1 Benchmarking Falk2 Complexity theories Luis3 Decision support Nada4 Distributed group dynamics Martin ???5 Diversity in work teams Nada6 Dynamic ontologies Falk, Luis7 Federated systems Hamideh, Luis8 Formal Engineering Methods António9 Formal theories António, Luis10 Game theory Toni11 Graph theory Mitja, Luis12 Knowledge Mapping Mitja13 Memetics Mitja, Luis14 Metaphors Hamideh, Luis15 ML / Bayesian Networks Nada16 Multi-agent Systems Luis17 Multi-agent dependence theory Antonio18 Newtork Analysis Andrea19 Portfolio theory Toni, Martin20 Real options theory Martin21 Scopos theory Mitja22 Self-organizing systems Luis, Hamideh23 Semiotics Luis24 Social Network Analysis Nada, Luis25 Soft Computing Luis26 Synergetics Mitja27 Temporal & modal logic Luis28 Transaction costs theory António29 Trust building models António30 Web & text mining Nada
WP 5 – HOMEWORK A
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PORTFOLIO OF TOOLS – APPLICATION ?
Tra
ditio
nal
CN
Os
Em
ergi
ngC
NO
s
UNDERSTANDING
CONSOLIDATING
Graph theory
Formal theories
Formal Engineering Methods
Temporal & modal logic
Federated systems
Dynamicontologies
Metaphors
Semiotics
Knowledge mapping
Soft computing
MAS
Social NetworkAnalysis
Network Analysis
ML / Bayesian Networks
Synergetics
Game theory
Complexity theories
Self-organizing systems
Portfolio theory
Real options theory
Transaction costs theory
Trust building models
Memetics
Scopos theory
Distributed groups dynamics
Bench-marking
Diversity in work teams
Decision support
Informal Formal
Text & web mining
MA Dependence theory
© L. M. Camarinha-MatosL. M. Camarinha-Matos
PORTFOLIO OF TOOLS – CLASSIFICATION ?
Tool / TheoryLevel of
importance
General LimitedVery
limited UnclearWell
developedUnder
developm. Not clear (1..3)
1 Benchmarking2 Complexity theories3 Decision support4 Distributed group dynamics5 Diversity in work teams6 Dynamic ontologies7 Federated systems8 Formal Engineering Methods9 Formal theories
10 Game theory11 Graph theory12 Knowledge Mapping13 Memetics14 Metaphors15 ML / Bayesian Networks16 Multi-agent Systems17 Multi-agent dependence theory18 Newtork Analysis19 Portfolio theory20 Real options theory21 Scopos theory22 Self-organizing systems23 Semiotics24 Social Network Analysis25 Soft Computing26 Synergetics27 Temporal & modal logic28 Transaction costs theory29 Trust building models30 Web & text mining
Scope Readiness OtherWPs ?
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PORTFOLIO – ANOTHER CLASSIFICATION ?
(AS) TOOLS
THEORIES
Metaphors
Federated systems
Soft computing Graph
theory
Formal Engineering Methods
Temporal & modal logic
Network Analysis
ML / Bayesian Networks
Decision support
Knowledge mapping MAS
Social NetworkAnalysis
Game theory
Bench-marking
Text & web mining
???Synergetics
Self-organizing systems
Portfolio theory
Real options theory
Transaction costs theory
Memetics
Scopos theory
Distributed groups dynamics
Complexity theories
Semiotics
MA Dependence theory
Formal theories
Dynamicontologies
Diversity in work teams
Trust building models
© L. M. Camarinha-MatosL. M. Camarinha-Matos
Finish / revise characterization of tools / theories
Provide references easily available (preferably URL)
Carefully identify external experts Local experts “International” experts
Are they still active and publishing in the area?Are they mainly researchers or also “business” people? Have they done any development in CNOs or related areas? Is it foreseen they have any potential interest in the area?
Revise / refine application diagram
Revise and finish classification
Initial screening of most promising tools / theories
PORTFOLIO – WHAT NEXT ?
PARIS
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WP 5 – STATUS - B
Activity B: Collect modelling “purposes”
Purpose What is modelled
A few contributions Uninova VTT (WP3) JSI UvA (WP2)
In a very preliminary stage – requiring substantial work
© L. M. Camarinha-MatosL. M. Camarinha-Matos
VBE Modeling purpose What is to be modeled VBE management, VO creation VBE management (operational phase) Branding, marketing VBE creation & evolution Partners selection for VO & performance management
Directory of members, Members profile Contract models / templates Negotiation process model, strategies & protocols VO representation (e.g. structure / composition, topology, roles) Performance metrics Knowledge map / Competencies management model IPR model, Benefits model, Value system model, Ethical rules, Responsibility & liability model Resources model Trust building & risk management models Catalog of (potential) products / services VBE representation (e.g. structure, topology, roles) Cooperation agreement / adhesion contract Members profile, Roles Operating rules, VBE services Common ontologies & ontology evolution rules Required profile, matchmaking process model Tender / bid models History performance & quality records (in VBE and VOs) Collaboration readiness indicators (e.g. interoperability indicators), Existing constraints Customer involvement models
MODELING PURPOSES - VBE
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VOM Modeling purpose What is to be modeled Understand VO behavior, optimize & supervise processes Activity planning and coordination Simulation Product data management, support new product development Risk management Performance measurement & management Simulation VO dissolution
(Distributed) Business Process Models, Conflict resolution rules Competencies / skills, capacities, roles VO representation (e.g. structure, topology, roles) Information and material flow models Product models (tangible & intangible products, combination of physical & intangible) Risk models – success / fault trees (taxonomies of risks), Recovery rules, etc. Performance models, benefit distribution rules Liability model Performance summary record
MODELING PURPOSES - VOM
© L. M. Camarinha-MatosL. M. Camarinha-Matos
PVC Modeling purpose What is to be modeled PVC creation and management Virtual team creation VBE & Virtual Team management Competencies management Marketing
PVC representation (e.g. composition, roles) Cooperation principles / adhesion contract, governance rules, Ethical code Members profiles, Roles Social network models Supporting institutions model Required profile Tender / bid models Negotiation process models Virtual team representation Performance history Dependencies / bounds (to VBE / VO) Contract models / templates Job market models Value systems and metrics Process / workflow models Competencies / skills model / Members profile Offered services (to outside)
MODELING PURPOSES - PVC
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II Modeling purpose What is to be modeled ICT infrastructure design ICT infrastructure launching
ICT infrastructure architecture model Security model Interoperability principles Operating parameters Physical model
General (CNO) Modeling purpose What is to be modeled General understanding
(General) CNO models & taxonomies / ontologies Life-cycle models Inter-relationships & inter-actions among CNOs Definition of collaboration (collaboration models) Generic trust models Generic resource models Enablers & inhibitors Emerging behavior rules Communication “languages” and protocols Coordination policies Privacy and visibility models Authentication models
MODELING PURPOSES – II & CNO
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MODELING PURPOSES – TASKS
Revise terminology
Check consistency & completeness
Define importance level
Identify inter-relationships
PARIS
1st attempt
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Initial elaboration of some informal definitions before an attempt to formalize them is made.
“Cleaned up” concepts and definitions to be used in the project.
CNO CLEARINGHOUSE
- Base concepts (=> “components”)- Base ontologies (=> taxonomies, properties, relationships)- Structural models (=> structured concepts)- Behavioral models
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THEMATIC WORKSHOPS
Focused on one or a few theories / tools
Involving invited external experts
Plan:Topic(s) ? [organize list]When ?Where ?Who ?Which preparation ?
© L. M. Camarinha-MatosL. M. Camarinha-Matos
M1 M2 M3CP1 CP2 CP3
Soft engineering models
Reference models I
Formal modeling foundation
Modelsinteroperability basis
6 12 18 24 30 360
M1 M2 M3CP1 CP2 CP3M1 M2 M3CP1 CP2 CP3
Soft engineering models
Reference models I
Formal modeling foundation
Modelsinteroperability basis
6 12 18 24 30 360
Sub-Project WP5.1 ESTABLISH A FORMAL MODELING FOUNDATION
Sub-project Nº:
5.1 Starting date: Month 1
Activity Type: RTD/Innovation activities
Participant id: VTT Uninova UvA External BIBA JSI
Person-months per participant:
5 15 5 4 5 5
WP5 - WORKPLAN
Current tasks
© L. M. Camarinha-MatosL. M. Camarinha-Matos
WP5.1 ESTABLISH A FORMAL MODELING FOUNDATION
T51.1
T51.2
T51.3
T51.4
T51.5
Identify the modeling purposes
Hands-on assessment of promising modeling approaches
Map modeling purposes - modeling tools
Formalize existing empirical knowledge
Promote education and increasing awareness
WP5 – SUB-PROJECT 5.1
Task 51.1 - Identify and characterize the modeling purposes Uninova (L), UvA (C), VTT, BIBA, JSI
Task 51.2 - Hands-on assessment of promising modeling approaches Uninova (L), JSI (C), BIBA, UvA, external experts
Task 51.3 - Establish a map between modeling purposes and promising modeling tools - UvA (L), Uninova (C), VTT, BIBA, JSI
Task 51.4 – Attempt to formalize existing empirical knowledge BIBA (L), VTT (C), Uninova, UvA, JSI
Task 51.5 - Promote education and increasing awareness Uninova (L), JSI (C), UvA, BIBA
© L. M. Camarinha-MatosL. M. Camarinha-Matos
Task 51.1 - Identify and characterize the modeling purposes
Task 51.2 - Hands-on assessment of promising modeling approaches
Task 51.5 - Promote education and increasing awareness
Collection of modeling purposes
Portfolio of tools & theories
Assessedtools &theories
CNO Clearinghouse
D51.1
WP5 – FIRST TASKS & RESULTS
© L. M. Camarinha-MatosL. M. Camarinha-Matos
D51.1 - TOC
1. INTRODUCTION
2. WHY A THEORETICAL FOUNDATION FOR CNOS
3. MODELING PURPOSES
4. PORTFOLIO OF TOOLS AND THEORIES
5. NEXT PHASES
6. CONCLUSIONS
7. REFERENCES
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WP5 – BOOK ?
COLLABORATIVE NETWORKSA theoretical foundation
A “mechanism” to focus contributions A “mechanism” to induce quality
A channel for impact creation
Target reader ?
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WP5 – HANDS-ON EXPERIMENTS
Small experiments: adapting existing methods that can map most of the required modeling characteristics, and understanding their applicability
- Individual partners experiments- Sub-groups [bi- or tri-lateral activities]- Sub-groups with external experts [thematic workshops]
Basic research on open issues (... Task 51.4) ... It can start earlier than month 12
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WP5 – HANDS-ON EXPERIMENTS
Small experiments:
Partners interests?
Partners plans?
Common “work methodology”?
Scenario-based? Topic-based?
Common reporting format?How to share experiences?
Assessment criteria ?
[Month 4 – 15]
© L. M. Camarinha-MatosL. M. Camarinha-Matos
WP5 – HANDS-ON EXPERIMENTS
Basic research on open issues – An example [Uninova]
What are value systems ?
Attributes / Variables
Relations, Operations
Transactions
??
Benefits analysis
Task dependence
Indicators
Integrated concept ?Useful for decision-making?
Useful for simulation / Prediction?
[Basys’04 paper]