L. M. Camarinha-Matos © L. M. Camarinha-Matos WP5 – STATUS OVERVIEW WP5 meeting – Paris, 28-29 June 2004 Luis M. Camarinha-Matos [email protected]

© L. M. Camarinha-MatosL. M. Camarinha-Matos

WP5 – STATUS OVERVIEW

WP5 meeting – Paris, 28-29 June 2004

Luis M. [email protected]


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


DesignIm

plement

Models

Implementations

WP5 – WHY

No common“reference”

“Supervise”


DesignIm

plement

Simulate /Evaluate

ReferenceModels

Definitions

Models

Implementations

WP5 – WHY


Abstra

ct

Emergingmanifestations

ReferenceModels

Definitions

WP5 – WHY

Expla

in

Scenarios


Abstra

ct

DesignIm

plement

Simulate /Evaluate

Emergingmanifestations

ReferenceModels

Definitions

WP5 – WHY

Expla

in

Scenarios

Models

Implementations


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


Informal Formal Models

Tra

ditio

nal

CN

Em

ergi

ngC

NDirections

in CN

Und

erst

andi

ng

MODELING DIRECTIONS

Consolidating

SC

EE

VO

VLER


“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


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


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


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


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 ?


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


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


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


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


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


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


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


MODELING PURPOSES – TASKS

Revise terminology

Check consistency & completeness

Define importance level

Identify inter-relationships

PARIS

1st attempt


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


THEMATIC WORKSHOPS

Focused on one or a few theories / tools

Involving invited external experts

Plan:Topic(s) ? [organize list]When ?Where ?Who ?Which preparation ?


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


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


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


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


WP5 – BOOK ?

COLLABORATIVE NETWORKSA theoretical foundation

A “mechanism” to focus contributions A “mechanism” to induce quality

A channel for impact creation

Target reader ?


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



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]



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]



Basic research on open issues

Other cases:

- Already started ?

- Planned ?

Documents

L. M. Camarinha-Matos © L. M. Camarinha-Matos WP5 – STATUS OVERVIEW WP5 meeting – Paris, 28-29 June 2004 Luis M. Camarinha-Matos [email protected]