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Information & Knowledge
Management
Real-Time Information & Knowledge Management
Marielba Zacarias
Prof. Auxiliar DEEI
FCT I, Gab 2.69, Ext. 7749
mzacaria@ualg.pt
http://w3.ualg.pt/~mzacaria
Summary
Real-time processes
Information Management
Knowledge Management
Enterprise Dashboards
Real-time management of qualitative information
The need for
“real-time” cycles
Complex, dynamic, uncertain world
WWW, bandwith
Nothing new for industrial processes
...but for services
“Real-time”
Real-time Enterprise (RTE)
information about the right processes for the
right people at the right time and price
real-time is not necessarily instantaneous
entails answering
critical information?
latency requirements?
ROI?
RTE Activities
Data capture
automatic (RFID) & manual (data entry)
high data volume
filtering/selection, storage
Data Monitorization
Early detection of anomalous data
Which data should be monitorized?
RTE Activities
Data analysis
Analytical methods and techiques
Data visualization
dashboards
facilitate metric measurement and management
through a unique interface
friendly and consolidated views show, performance
indicators
graphic, typically web-based
visualization + effective than reports
Some definitions
Measurement
Body temperature
Car temperature
Metric
Cold/Hot
Indicator
If temp > 38.5 give medicine
If temp > ? stop car, pour water in radiator
Dashboards
Dashboards
Dashboards
RTE Activities
Interpretation and Action
interpretation in a given context
prioritization
appropriate and timely action
RTE Activities
Feedback and continuous improvement
Iterative processes
Gradual Improvement
Performance metrics about
data
processes
technology
people
RTE Activity Cycle
data capture &
monitorization
data analysis &
visualization
interpretation
& action
feedback &
continuous
improvement
RTE OTIS
president
regional
o!ces
zone
directors
district
o!ces
field
o!ces
president
regional
o!ces
zone
directors
district
o!ces
field
o!ces
O
T
I
S
L
I
N
E
Information Flows
before
after
Real-Time Knowledge
Management
Immediate access and sharing of up-to-
date operational information
Concurrent interaction among actors
Immediate action when needed
Action-Learning OODA Cycle
Observation
Anomalous situations, changes
Orientation
Threat & Opportunity Interpretation
Decision (decide answer)
Action (execute answer)
OODA Cycle
digital dashboards
business intelligence
human intervention
knowledge sharing
scheduled & organized
meetings
Western-Digital
Supply Chain
bills
devolutions
backlog
inventory
POS
deliveries
client/channel
materials
products
backlog
efficiency
Real time?
(push model)
Push Model
Reactive & corrective feedback loops
Organization logic and information
presentation pre-defined, pre-configured
and pre-programmed
Hinders multiple interpretation or
answers over the the same information
base
Real time?
(pull model)
Real-time Knowledge
Management!1
Deals with critical adaptation, survival
and competency issues with
organizations facing radical &
discontinuous environmental changes
Involves processes that combine IT &
creative and innovative information
processing of human actors
Push model
Knowledge Management = Information Management
Focus on IT + repositories
right information at the right time and place
Focus on
Good practices, training and learning,
Change culture, collaboration & virtual organizations
automatization, redesign & process improvement
Pull model
Overall Business Performance
Strategy as the driving force in selecting
and adapting processes, activities and IT
Careful IT selection
Enterprise
Architectures
Valuable...if properly used
Real-time in numbers
Airline Operations: from 20 min to 30 sec
Commercial transaction analysis: 30 min to 5 sec
Supply Chain updating: 1 day to 15 min
Telephone activation: 3 days to 1 hour
Finance Monitorization: 1 day to 5 min
Document transfers: 3 days to 45 sec
PCs on-demand: 6 weeks to 1 day
Various Tools
Artificial Intelligence
Business Intelligence
Data Mining
Text Mining
Expert Systems
Neural Networks
Genetic Algorithms
Business Intelligence
Data Mining
Clustering
Classification
Association
diaper + beers + football games
Sequence analysis
Recurrent sequences
Classification
Text Mining
Expert Systems
Neural networks
Genetic Algorithms
Tools in research
Extending RTE to
qualitative information
Action
Capture
Context
Visualization
Context
Integration
Context
Analysis
Context
Discovery
Bootstrapping
Contexts
Actions
Tasks-Resources
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
Action Capture
nº Date foll. Subject
Action
Type Receiver
Nested
Action Main resource-related items
..supporting Resources
(tools, people, information items)
... ... ... ... ... ... ... ... ...
20 1-Apr 0 Prof. Smith request Alice pay course X e-mail
21 1-Apr 20 Alice check Prof. Smith's payment requirements excel, payment requirement records
22 1-Apr 21 Alice request Prof. Smith send Prof. Smith's payment requirements e-mail
23 1-Apr 22 Alice inform pay will proceed when requirements are sente-mail
24 1-Apr 23 Prof. Smith request Alice pay without payment requirements e-mail
25 1-Apr 24 Prof. Smith inform Alice reason for not sending requirements
26 1-Apr 25 Prof. Smith inform Alice promise requirements for date D e-mail
27 2-Apr 26 Alice analyze payment request and reason given
28 2-Apr 0 Alice request Boss analyze accept or reject Prof. Smith's request telefone
29 2-Apr 28 Alice's boss analyze payment request and reason given
30 2-Apr 29 Alice's boss suggest Alice accept payment request of Prof. Smith telefone
31 2-Apr 30 28 inform Alice prof. Smith is a good professor telefone
32 2-Apr 27 Alice accept Prof. Smith pay course X e-mail
33 2-Apr 32 Alice order Luisa pay course X to Prof. Smith
34 2-Apr 33 Alice inform Prof. Smith pay is ordered e-mail
Object Description| Action
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
Context Discovery
nº Date foll. Subject
Action
Type Receiver
Nested
Action Main resource-related items
..supporting Resources
(tools, people, information items)
21 1-Apr 20 Alice check Prof. Smith's payment requirements excel, payment requirement records
22 1-Apr 21 Alice request Prof. Smith send Prof. Smith's payment requirements e-mail
23 1-Apr 22 Alice inform pay will proceed when requirements are sent e-mail
27 2-Apr 26 Alice analyze payment request and reason given
28 2-Apr 0 Alice request Boss analyze accept or reject Prof. Smith's request telefone
32 2-Apr 27 Alice accept Prof. Smith pay course X e-mail
33 2-Apr 32 Alice order Luisa pay course X to Prof. Smith
34 2-Apr 33 Alice inform Prof. Smith pay is ordered e-mail
8 1-Apr 7 Alice verify last POSI meeting minute word, POSI minute file
9 1-Apr 8 Alice inform Miguel last POSI meeting is OK e-mail
17 1-Apr Alice order Luisa pay March-April IT support e-mail, March-April invoices
19 1-Apr 0 Alice send TR software CDs for installation snail mail, CDs
2 1-Apr 1 Alice request Luisa search travels folder
4 1-Apr 3 Alice request Luisa register invoice data in travels file
5 1-Apr 4 Alice request Luisa compare invoice value with budgeted value excel, travels budget file
6 1-Apr 5 Alice request Luisa register invoice data in travels file excel, travels folder, travels file
13 1-Apr 12 Alice print PM course proposal file word, PM course proposal file
14 1-Apr 13 Alice store PM course proposal in short courses folderword, course folder
11 1-Apr 1 Alice schedule when to provide information about POSI to bankoutlook
Object Description| Action
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
Context Discovery
nº Date foll. Subject
Action
Type Receiver
Nested
Action Main resource-related items
..supporting Resources
(tools, people, information items)
21 1-Apr 20 Alice check Prof. Smith's payment requirements excel, payment requirement records
22 1-Apr 21 Alice request Prof. Smith send Prof. Smith's payment requirements e-mail
23 1-Apr 22 Alice inform pay will proceed when requirements are sent e-mail
27 2-Apr 26 Alice analyze payment request and reason given
28 2-Apr 0 Alice request Boss analyze accept or reject Prof. Smith's request telefone
32 2-Apr 27 Alice accept Prof. Smith pay course X e-mail
33 2-Apr 32 Alice order Luisa pay course X to Prof. Smith
34 2-Apr 33 Alice inform Prof. Smith pay is ordered e-mail
8 1-Apr 7 Alice verify last POSI meeting minute word, POSI minute file
9 1-Apr 8 Alice inform Miguel last POSI meeting is OK e-mail
17 1-Apr Alice order Luisa pay March-April IT support e-mail, March-April invoices
19 1-Apr 0 Alice send TR software CDs for installation snail mail, CDs
2 1-Apr 1 Alice request Luisa search travels folder
4 1-Apr 3 Alice request Luisa register invoice data in travels file
5 1-Apr 4 Alice request Luisa compare invoice value with budgeted value excel, travels budget file
6 1-Apr 5 Alice request Luisa register invoice data in travels file excel, travels folder, travels file
13 1-Apr 12 Alice print PM course proposal file word, PM course proposal file
14 1-Apr 13 Alice store PM course proposal in short courses folderword, course folder
11 1-Apr 1 Alice schedule when to provide information about POSI to bankoutlook
Object Description| Action
context name
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
Context Analysis
a1 = prof. Smith payment
a2 = contacts & calls
a3 = course budget
a4 = student scholarship
a5 = travel arrangements
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
Context Analysis
a1 = prof. Smith payment
a2 = contacts & calls
a3 = course budget
a4 = student scholarship
a5 = travel arrangements
a5
a2a3
a6
a4
a10
a9
a8
1,3
2
4
5
6 7,9
8
10
11
12
13
14
context switches
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
Context Analysis
a1 = prof. Smith payment
a2 = contacts & calls
a3 = course budget
a4 = student scholarship
a5 = travel arrangements
Prof. Smith Payment Context Support to POSI management Context
Alice Alice's boss
payment, payment requirements
request-accept inform-acknowledge
recurrent information items & interactions
a5
a2a3
a6
a4
a10
a9
a8
1,3
2
4
5
6 7,9
8
10
11
12
13
14
context switches
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
a1/
abxx
a8/
lxx
a6/
lyy
a9/
jmxx
a2/
abyy
a7/
mxx
Alice
Luisa
Prof. JM
Prof. M
Boss
a10/
myy
prof. Smith payment
POSI document handling
POSI candidate students
POSI budget ellaboration
a3/
lxx
POSI budget training and supervision
POSI meetings
PM courses
calls for boss
Prof. Smith
a1/
pSxx
context-based networks
Context Analysis
a1 = prof. Smith payment
a2 = contacts & calls
a3 = course budget
a4 = student scholarship
a5 = travel arrangements
Prof. Smith Payment Context Support to POSI management Context
Alice Alice's boss
payment, payment requirements
request-accept inform-acknowledge
recurrent information items & interactions
a5
a2a3
a6
a4
a10
a9
a8
1,3
2
4
5
6 7,9
8
10
11
12
13
14
context switches
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
a1/
abxx
a8/
lxx
a6/
lyy
a9/
jmxx
a2/
abyy
a7/
mxx
Alice
Luisa
Prof. JM
Prof. M
Boss
a10/
myy
prof. Smith payment
POSI document handling
POSI candidate students
POSI budget ellaboration
a3/
lxx
POSI budget training and supervision
POSI meetings
PM courses
calls for boss
Prof. Smith
a1/
pSxx
context-based networks
Context Analysis
a1 = prof. Smith payment
a2 = contacts & calls
a3 = course budget
a4 = student scholarship
a5 = travel arrangements
(1) request payment
(2) check payment requirements
(3) accept payment
recurrent action sequences
Prof. Smith Payment Context Support to POSI management Context
Alice Alice's boss
payment, payment requirements
request-accept inform-acknowledge
recurrent information items & interactions
a5
a2a3
a6
a4
a10
a9
a8
1,3
2
4
5
6 7,9
8
10
11
12
13
14
context switches
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
a1/
abxx
a8/
lxx
a6/
lyy
a9/
jmxx
a2/
abyy
a7/
mxx
Alice
Luisa
Prof. JM
Prof. M
Boss
a10/
myy
prof. Smith payment
POSI document handling
POSI candidate students
POSI budget ellaboration
a3/
lxx
POSI budget training and supervision
POSI meetings
PM courses
calls for boss
Prof. Smith
a1/
pSxx
Context Integration
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
a1/
abxx
a8/
lxx
a6/
lyy
a9/
jmxx
a2/
abyy
a7/
mxx
Alice
Luisa
Prof. JM
Prof. M
Boss
a10/
myy
prof. Smith payment
POSI document handling
POSI candidate students
POSI budget ellaboration
a3/
lxx
POSI budget training and supervision
POSI meetings
PM courses
calls for boss
Prof. Smith
a1/
pSxx
Context Integration
recurrent action sequences:
(1) request payment
(2) check payment requirements
(3) accept payment
Check
Requirements
Alice's Strategy: payments
ok? Order
Payment
Inform
Payment
Request
Requirement
Inform about
Requirements
no
yes
Acknowledge
reception
Professor
Receive
request
Request
Payment
Send
Requirements
Receive
Payment
Acceptance
Receive
Request Ack.
april, 2004
tools (excel)
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
a1/
abxx
a8/
lxx
a6/
lyy
a9/
jmxx
a2/
abyy
a7/
mxx
Alice
Luisa
Prof. JM
Prof. M
Boss
a10/
myy
prof. Smith payment
POSI document handling
POSI candidate students
POSI budget ellaboration
a3/
lxx
POSI budget training and supervision
POSI meetings
PM courses
calls for boss
Prof. Smith
a1/
pSxx
Context Integration
recurrent action sequences:
(1) request payment
(2) check payment requirements
(3) accept payment
Check
Requirements
Alice's Strategy: payments
ok? Order
Payment
Inform
Payment
Request
Requirement
Inform about
Requirements
no
yes
Acknowledge
reception
Professor
Receive
request
Request
Payment
Send
Requirements
Receive
Payment
Acceptance
Receive
Request Ack.
april, 2004
tools (excel)
Resource Network
course grades and report
recurrent resource-related items
payment requirements
resources
times = 6
Alice
Luisa
Prof. JMProf. M
Prof. Smith
course
grades
and
reports
student
invoices
candidate
students
budgetinginformation
budgeting
information
coordination
decisions
course proposalsBoss
professors'
performance
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
a1/
abxx
a8/
lxx
a6/
lyy
a9/
jmxx
a2/
abyy
a7/
mxx
Alice
Luisa
Prof. JM
Prof. M
Boss
a10/
myy
prof. Smith payment
POSI document handling
POSI candidate students
POSI budget ellaboration
a3/
lxx
POSI budget training and supervision
POSI meetings
PM courses
calls for boss
Prof. Smith
a1/
pSxx
Context Integration
tasks:
(1) pay professors
(2) manage relationship with professors
recurrent action sequences:
(1) request payment
(2) check payment requirements
(3) accept payment
Check
Requirements
Alice's Strategy: payments
ok? Order
Payment
Inform
Payment
Request
Requirement
Inform about
Requirements
no
yes
Acknowledge
reception
Professor
Receive
request
Request
Payment
Send
Requirements
Receive
Payment
Acceptance
Receive
Request Ack.
april, 2004
tools (excel)
Resource Network
course grades and report
recurrent resource-related items
payment requirements
resources
times = 6
Alice
Luisa
Prof. JMProf. M
Prof. Smith
course
grades
and
reports
student
invoices
candidate
students
budgetinginformation
budgeting
information
coordination
decisions
course proposalsBoss
professors'
performance
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
Work Practices
0
12.5
25.0
37.5
50.0
JoãoCardoso
MariaAlvega
PedroCabrita
SandraPereira
SusanaGomes
SusanaPauleta
Telefone Email Email (printed) Fax Fax (printed)
Provisioning
Product Codes
Catalog Product Queries
Supplier Contacts
Containers
New Orders
Order Status
Damaged Supplies
Incomplete Supplies
Order Sales
Pending Orders
Substitute Products
Supplier Price Proposals
Publicity
Client Claims
Others
0
62.5
125.0
187.5
250.0
Joao Cardoso
Maria Alvega
Pedro Cabrita
Sandra Pereira
Susana Gomes
Susana Pauleta
employ
to--do
list
personal
activation
rules
person
inter-personal
rules
action
Pattern
action
types
human
resources
event
personal
rules
update
trigger
time point
happensAt
flowOf
tools
dyad
information
items
shared
activation
rules
interaction
Pattern
communicative
action types
shared
commitments
interactions
(de)Activate
use
use
use/produce
update
update
trigger
IS-A
choose
choose
employ
employedIn
memberOf
perform
governedBy
hasNested
flowOf
hasType
communicative
actions
hasTwo
dueAt
obligation
createdBy
IS-A
relatedTo
constrain
or change
activate
has
participateIn
employedIn
governedBy
resource
task
outputOf
RelatedTo
RelatedTo
inputOf
actions
IS-A
groupingOf
inter-personal
context
Personal
context
IS-A
dueAt
share
nº of actions vs contexts
resource usage
personalized action patterns
Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions
Human Multitasking
switches
19 m1
18 m011
17 m1
16 m3
15 m1 m8
14 m3 m81 m81
13 m1 m5 m5 m3 m9
12 m4 m3 m51 m1 m81
11 m1 m6 m5 m6 m81 m8
10 m3 m5 m1 m5 m51 m1 m81 m3 m81
9 m4 m3 m3 m1 m3 m81 m6 m011 m8 m9 m8 m9
8 m1 m5 m5 m3 m51 m5 m81 m2 m5 m81 m1 m5 m10
7 m011 m012 m6 m1 m8 m8 m8 m1 m81 m81 m9 m8 m9 m8
6 m3 m4 m3 m3 m81 m2 m8 m81 m81 m3 m6 m10 m8 m1 m8 m5
5 m1 m5 m6 m1 m51 m81 m81 m3 m81 m011 m10 m81 m81 m81 m9 m8
4 m2 m4 m3 m3 m8 m3 m8 m81 m81 m8 m2 m8 m5 m8 m8 m81
3 m3 m5 m6 m1 m1 m81 m81 m3 m81 m3 m10 m81 m9 m1 m9 m8
2 m2 m1 m3 m3 m8 m1 m3 m8 m1 m8 m6 m1 m81 m10 m8 m81
1 m1 m3 m2 m1 m7 m3 m81 m81 m81 m81 m10 m10 m9 m9 m9 m9
6 7 9 10 14 15 16 17 20 21 22 23 27 28 29 30
DAYS
m1
m3m5
day 10
4
4
1
cgd team inform test results
m1 = project management
m3 = integration tests
m5 = document association functions Activation Rules
Subject Nº Event Time Activate (Action To-do)
Mariana 2 antónio (-) request ellaborate report m1 ellaborate report
3 Every week weekly (6,10,15,23, 28) m1 propose team meeting
7 cg team(-) inform or request m3 perform test
if <conditions> then <updates>
(de)activate
employ
to-do
list
personal
activation
rules
person
inter-personal
rules
action
patterns
employedIn
action
types
human
resources
events
personal
rules
update
trigger
time point
happensAt
flowOf
tools
dyad
information
items
shared
activation
rules
source
task
inputOf
outputOf
interaction
patterns
communicative
action types
shared
commitments
interactions
(de)Activate
use
use
use/produce
update
update
trigger
IS-A
choose
choose
employ
employedIn
memberOf
perform
RelatedTo
governedBy
governedBy
IS-A
flowOf
hasType
communicative
actions
hasTwo
dueAt
ObligationOf
IS-A
relatedTo
constrain
or change
has
groupingOf
RelatedTo
participateIn
actions
IS-A
inter-personal
context
Personal
contexthasNested
dueAt
share
personal contexts
Action Capture
Context Discovery
ContextVisualization
keywords
(team meetings)
context statistics
online messaging
carla's contexts
Context Analysis
(dashboards)
Context Analysis
Context Analysis
(dashboards)
Context Analysis

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Gic2011 aula6-ingles

  • 1. Information & Knowledge Management Real-Time Information & Knowledge Management Marielba Zacarias Prof. Auxiliar DEEI FCT I, Gab 2.69, Ext. 7749 mzacaria@ualg.pt http://w3.ualg.pt/~mzacaria
  • 2. Summary Real-time processes Information Management Knowledge Management Enterprise Dashboards Real-time management of qualitative information
  • 3. The need for “real-time” cycles Complex, dynamic, uncertain world WWW, bandwith Nothing new for industrial processes ...but for services
  • 4. “Real-time” Real-time Enterprise (RTE) information about the right processes for the right people at the right time and price real-time is not necessarily instantaneous entails answering critical information? latency requirements? ROI?
  • 5. RTE Activities Data capture automatic (RFID) & manual (data entry) high data volume filtering/selection, storage Data Monitorization Early detection of anomalous data Which data should be monitorized?
  • 6. RTE Activities Data analysis Analytical methods and techiques Data visualization dashboards facilitate metric measurement and management through a unique interface friendly and consolidated views show, performance indicators graphic, typically web-based visualization + effective than reports
  • 7. Some definitions Measurement Body temperature Car temperature Metric Cold/Hot Indicator If temp > 38.5 give medicine If temp > ? stop car, pour water in radiator
  • 11. RTE Activities Interpretation and Action interpretation in a given context prioritization appropriate and timely action
  • 12. RTE Activities Feedback and continuous improvement Iterative processes Gradual Improvement Performance metrics about data processes technology people
  • 13. RTE Activity Cycle data capture & monitorization data analysis & visualization interpretation & action feedback & continuous improvement
  • 15. Real-Time Knowledge Management Immediate access and sharing of up-to- date operational information Concurrent interaction among actors Immediate action when needed
  • 16. Action-Learning OODA Cycle Observation Anomalous situations, changes Orientation Threat & Opportunity Interpretation Decision (decide answer) Action (execute answer)
  • 17. OODA Cycle digital dashboards business intelligence human intervention knowledge sharing scheduled & organized meetings
  • 20. Push Model Reactive & corrective feedback loops Organization logic and information presentation pre-defined, pre-configured and pre-programmed Hinders multiple interpretation or answers over the the same information base
  • 22. Real-time Knowledge Management!1 Deals with critical adaptation, survival and competency issues with organizations facing radical & discontinuous environmental changes Involves processes that combine IT & creative and innovative information processing of human actors
  • 23. Push model Knowledge Management = Information Management Focus on IT + repositories right information at the right time and place Focus on Good practices, training and learning, Change culture, collaboration & virtual organizations automatization, redesign & process improvement
  • 24. Pull model Overall Business Performance Strategy as the driving force in selecting and adapting processes, activities and IT Careful IT selection
  • 26. Real-time in numbers Airline Operations: from 20 min to 30 sec Commercial transaction analysis: 30 min to 5 sec Supply Chain updating: 1 day to 15 min Telephone activation: 3 days to 1 hour Finance Monitorization: 1 day to 5 min Document transfers: 3 days to 45 sec PCs on-demand: 6 weeks to 1 day
  • 28. Artificial Intelligence Business Intelligence Data Mining Text Mining Expert Systems Neural Networks Genetic Algorithms
  • 30. Data Mining Clustering Classification Association diaper + beers + football games Sequence analysis Recurrent sequences
  • 37. Extending RTE to qualitative information Action Capture Context Visualization Context Integration Context Analysis Context Discovery Bootstrapping Contexts Actions Tasks-Resources
  • 38. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions Action Capture nº Date foll. Subject Action Type Receiver Nested Action Main resource-related items ..supporting Resources (tools, people, information items) ... ... ... ... ... ... ... ... ... 20 1-Apr 0 Prof. Smith request Alice pay course X e-mail 21 1-Apr 20 Alice check Prof. Smith's payment requirements excel, payment requirement records 22 1-Apr 21 Alice request Prof. Smith send Prof. Smith's payment requirements e-mail 23 1-Apr 22 Alice inform pay will proceed when requirements are sente-mail 24 1-Apr 23 Prof. Smith request Alice pay without payment requirements e-mail 25 1-Apr 24 Prof. Smith inform Alice reason for not sending requirements 26 1-Apr 25 Prof. Smith inform Alice promise requirements for date D e-mail 27 2-Apr 26 Alice analyze payment request and reason given 28 2-Apr 0 Alice request Boss analyze accept or reject Prof. Smith's request telefone 29 2-Apr 28 Alice's boss analyze payment request and reason given 30 2-Apr 29 Alice's boss suggest Alice accept payment request of Prof. Smith telefone 31 2-Apr 30 28 inform Alice prof. Smith is a good professor telefone 32 2-Apr 27 Alice accept Prof. Smith pay course X e-mail 33 2-Apr 32 Alice order Luisa pay course X to Prof. Smith 34 2-Apr 33 Alice inform Prof. Smith pay is ordered e-mail Object Description| Action
  • 39. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions Context Discovery nº Date foll. Subject Action Type Receiver Nested Action Main resource-related items ..supporting Resources (tools, people, information items) 21 1-Apr 20 Alice check Prof. Smith's payment requirements excel, payment requirement records 22 1-Apr 21 Alice request Prof. Smith send Prof. Smith's payment requirements e-mail 23 1-Apr 22 Alice inform pay will proceed when requirements are sent e-mail 27 2-Apr 26 Alice analyze payment request and reason given 28 2-Apr 0 Alice request Boss analyze accept or reject Prof. Smith's request telefone 32 2-Apr 27 Alice accept Prof. Smith pay course X e-mail 33 2-Apr 32 Alice order Luisa pay course X to Prof. Smith 34 2-Apr 33 Alice inform Prof. Smith pay is ordered e-mail 8 1-Apr 7 Alice verify last POSI meeting minute word, POSI minute file 9 1-Apr 8 Alice inform Miguel last POSI meeting is OK e-mail 17 1-Apr Alice order Luisa pay March-April IT support e-mail, March-April invoices 19 1-Apr 0 Alice send TR software CDs for installation snail mail, CDs 2 1-Apr 1 Alice request Luisa search travels folder 4 1-Apr 3 Alice request Luisa register invoice data in travels file 5 1-Apr 4 Alice request Luisa compare invoice value with budgeted value excel, travels budget file 6 1-Apr 5 Alice request Luisa register invoice data in travels file excel, travels folder, travels file 13 1-Apr 12 Alice print PM course proposal file word, PM course proposal file 14 1-Apr 13 Alice store PM course proposal in short courses folderword, course folder 11 1-Apr 1 Alice schedule when to provide information about POSI to bankoutlook Object Description| Action
  • 40. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions Context Discovery nº Date foll. Subject Action Type Receiver Nested Action Main resource-related items ..supporting Resources (tools, people, information items) 21 1-Apr 20 Alice check Prof. Smith's payment requirements excel, payment requirement records 22 1-Apr 21 Alice request Prof. Smith send Prof. Smith's payment requirements e-mail 23 1-Apr 22 Alice inform pay will proceed when requirements are sent e-mail 27 2-Apr 26 Alice analyze payment request and reason given 28 2-Apr 0 Alice request Boss analyze accept or reject Prof. Smith's request telefone 32 2-Apr 27 Alice accept Prof. Smith pay course X e-mail 33 2-Apr 32 Alice order Luisa pay course X to Prof. Smith 34 2-Apr 33 Alice inform Prof. Smith pay is ordered e-mail 8 1-Apr 7 Alice verify last POSI meeting minute word, POSI minute file 9 1-Apr 8 Alice inform Miguel last POSI meeting is OK e-mail 17 1-Apr Alice order Luisa pay March-April IT support e-mail, March-April invoices 19 1-Apr 0 Alice send TR software CDs for installation snail mail, CDs 2 1-Apr 1 Alice request Luisa search travels folder 4 1-Apr 3 Alice request Luisa register invoice data in travels file 5 1-Apr 4 Alice request Luisa compare invoice value with budgeted value excel, travels budget file 6 1-Apr 5 Alice request Luisa register invoice data in travels file excel, travels folder, travels file 13 1-Apr 12 Alice print PM course proposal file word, PM course proposal file 14 1-Apr 13 Alice store PM course proposal in short courses folderword, course folder 11 1-Apr 1 Alice schedule when to provide information about POSI to bankoutlook Object Description| Action context name
  • 41. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions Context Analysis a1 = prof. Smith payment a2 = contacts & calls a3 = course budget a4 = student scholarship a5 = travel arrangements
  • 42. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions Context Analysis a1 = prof. Smith payment a2 = contacts & calls a3 = course budget a4 = student scholarship a5 = travel arrangements a5 a2a3 a6 a4 a10 a9 a8 1,3 2 4 5 6 7,9 8 10 11 12 13 14 context switches
  • 43. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions Context Analysis a1 = prof. Smith payment a2 = contacts & calls a3 = course budget a4 = student scholarship a5 = travel arrangements Prof. Smith Payment Context Support to POSI management Context Alice Alice's boss payment, payment requirements request-accept inform-acknowledge recurrent information items & interactions a5 a2a3 a6 a4 a10 a9 a8 1,3 2 4 5 6 7,9 8 10 11 12 13 14 context switches
  • 44. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions a1/ abxx a8/ lxx a6/ lyy a9/ jmxx a2/ abyy a7/ mxx Alice Luisa Prof. JM Prof. M Boss a10/ myy prof. Smith payment POSI document handling POSI candidate students POSI budget ellaboration a3/ lxx POSI budget training and supervision POSI meetings PM courses calls for boss Prof. Smith a1/ pSxx context-based networks Context Analysis a1 = prof. Smith payment a2 = contacts & calls a3 = course budget a4 = student scholarship a5 = travel arrangements Prof. Smith Payment Context Support to POSI management Context Alice Alice's boss payment, payment requirements request-accept inform-acknowledge recurrent information items & interactions a5 a2a3 a6 a4 a10 a9 a8 1,3 2 4 5 6 7,9 8 10 11 12 13 14 context switches
  • 45. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions a1/ abxx a8/ lxx a6/ lyy a9/ jmxx a2/ abyy a7/ mxx Alice Luisa Prof. JM Prof. M Boss a10/ myy prof. Smith payment POSI document handling POSI candidate students POSI budget ellaboration a3/ lxx POSI budget training and supervision POSI meetings PM courses calls for boss Prof. Smith a1/ pSxx context-based networks Context Analysis a1 = prof. Smith payment a2 = contacts & calls a3 = course budget a4 = student scholarship a5 = travel arrangements (1) request payment (2) check payment requirements (3) accept payment recurrent action sequences Prof. Smith Payment Context Support to POSI management Context Alice Alice's boss payment, payment requirements request-accept inform-acknowledge recurrent information items & interactions a5 a2a3 a6 a4 a10 a9 a8 1,3 2 4 5 6 7,9 8 10 11 12 13 14 context switches
  • 46. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions a1/ abxx a8/ lxx a6/ lyy a9/ jmxx a2/ abyy a7/ mxx Alice Luisa Prof. JM Prof. M Boss a10/ myy prof. Smith payment POSI document handling POSI candidate students POSI budget ellaboration a3/ lxx POSI budget training and supervision POSI meetings PM courses calls for boss Prof. Smith a1/ pSxx Context Integration
  • 47. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions a1/ abxx a8/ lxx a6/ lyy a9/ jmxx a2/ abyy a7/ mxx Alice Luisa Prof. JM Prof. M Boss a10/ myy prof. Smith payment POSI document handling POSI candidate students POSI budget ellaboration a3/ lxx POSI budget training and supervision POSI meetings PM courses calls for boss Prof. Smith a1/ pSxx Context Integration recurrent action sequences: (1) request payment (2) check payment requirements (3) accept payment Check Requirements Alice's Strategy: payments ok? Order Payment Inform Payment Request Requirement Inform about Requirements no yes Acknowledge reception Professor Receive request Request Payment Send Requirements Receive Payment Acceptance Receive Request Ack. april, 2004 tools (excel)
  • 48. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions a1/ abxx a8/ lxx a6/ lyy a9/ jmxx a2/ abyy a7/ mxx Alice Luisa Prof. JM Prof. M Boss a10/ myy prof. Smith payment POSI document handling POSI candidate students POSI budget ellaboration a3/ lxx POSI budget training and supervision POSI meetings PM courses calls for boss Prof. Smith a1/ pSxx Context Integration recurrent action sequences: (1) request payment (2) check payment requirements (3) accept payment Check Requirements Alice's Strategy: payments ok? Order Payment Inform Payment Request Requirement Inform about Requirements no yes Acknowledge reception Professor Receive request Request Payment Send Requirements Receive Payment Acceptance Receive Request Ack. april, 2004 tools (excel) Resource Network course grades and report recurrent resource-related items payment requirements resources times = 6 Alice Luisa Prof. JMProf. M Prof. Smith course grades and reports student invoices candidate students budgetinginformation budgeting information coordination decisions course proposalsBoss professors' performance
  • 49. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions a1/ abxx a8/ lxx a6/ lyy a9/ jmxx a2/ abyy a7/ mxx Alice Luisa Prof. JM Prof. M Boss a10/ myy prof. Smith payment POSI document handling POSI candidate students POSI budget ellaboration a3/ lxx POSI budget training and supervision POSI meetings PM courses calls for boss Prof. Smith a1/ pSxx Context Integration tasks: (1) pay professors (2) manage relationship with professors recurrent action sequences: (1) request payment (2) check payment requirements (3) accept payment Check Requirements Alice's Strategy: payments ok? Order Payment Inform Payment Request Requirement Inform about Requirements no yes Acknowledge reception Professor Receive request Request Payment Send Requirements Receive Payment Acceptance Receive Request Ack. april, 2004 tools (excel) Resource Network course grades and report recurrent resource-related items payment requirements resources times = 6 Alice Luisa Prof. JMProf. M Prof. Smith course grades and reports student invoices candidate students budgetinginformation budgeting information coordination decisions course proposalsBoss professors' performance
  • 50. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions Work Practices 0 12.5 25.0 37.5 50.0 JoãoCardoso MariaAlvega PedroCabrita SandraPereira SusanaGomes SusanaPauleta Telefone Email Email (printed) Fax Fax (printed) Provisioning Product Codes Catalog Product Queries Supplier Contacts Containers New Orders Order Status Damaged Supplies Incomplete Supplies Order Sales Pending Orders Substitute Products Supplier Price Proposals Publicity Client Claims Others 0 62.5 125.0 187.5 250.0 Joao Cardoso Maria Alvega Pedro Cabrita Sandra Pereira Susana Gomes Susana Pauleta employ to--do list personal activation rules person inter-personal rules action Pattern action types human resources event personal rules update trigger time point happensAt flowOf tools dyad information items shared activation rules interaction Pattern communicative action types shared commitments interactions (de)Activate use use use/produce update update trigger IS-A choose choose employ employedIn memberOf perform governedBy hasNested flowOf hasType communicative actions hasTwo dueAt obligation createdBy IS-A relatedTo constrain or change activate has participateIn employedIn governedBy resource task outputOf RelatedTo RelatedTo inputOf actions IS-A groupingOf inter-personal context Personal context IS-A dueAt share nº of actions vs contexts resource usage personalized action patterns
  • 51. Introduction - Problem - Contributions - Methodology - Model - Method - Applications - Support - Conclusions Human Multitasking switches 19 m1 18 m011 17 m1 16 m3 15 m1 m8 14 m3 m81 m81 13 m1 m5 m5 m3 m9 12 m4 m3 m51 m1 m81 11 m1 m6 m5 m6 m81 m8 10 m3 m5 m1 m5 m51 m1 m81 m3 m81 9 m4 m3 m3 m1 m3 m81 m6 m011 m8 m9 m8 m9 8 m1 m5 m5 m3 m51 m5 m81 m2 m5 m81 m1 m5 m10 7 m011 m012 m6 m1 m8 m8 m8 m1 m81 m81 m9 m8 m9 m8 6 m3 m4 m3 m3 m81 m2 m8 m81 m81 m3 m6 m10 m8 m1 m8 m5 5 m1 m5 m6 m1 m51 m81 m81 m3 m81 m011 m10 m81 m81 m81 m9 m8 4 m2 m4 m3 m3 m8 m3 m8 m81 m81 m8 m2 m8 m5 m8 m8 m81 3 m3 m5 m6 m1 m1 m81 m81 m3 m81 m3 m10 m81 m9 m1 m9 m8 2 m2 m1 m3 m3 m8 m1 m3 m8 m1 m8 m6 m1 m81 m10 m8 m81 1 m1 m3 m2 m1 m7 m3 m81 m81 m81 m81 m10 m10 m9 m9 m9 m9 6 7 9 10 14 15 16 17 20 21 22 23 27 28 29 30 DAYS m1 m3m5 day 10 4 4 1 cgd team inform test results m1 = project management m3 = integration tests m5 = document association functions Activation Rules Subject Nº Event Time Activate (Action To-do) Mariana 2 antónio (-) request ellaborate report m1 ellaborate report 3 Every week weekly (6,10,15,23, 28) m1 propose team meeting 7 cg team(-) inform or request m3 perform test if <conditions> then <updates> (de)activate employ to-do list personal activation rules person inter-personal rules action patterns employedIn action types human resources events personal rules update trigger time point happensAt flowOf tools dyad information items shared activation rules source task inputOf outputOf interaction patterns communicative action types shared commitments interactions (de)Activate use use use/produce update update trigger IS-A choose choose employ employedIn memberOf perform RelatedTo governedBy governedBy IS-A flowOf hasType communicative actions hasTwo dueAt ObligationOf IS-A relatedTo constrain or change has groupingOf RelatedTo participateIn actions IS-A inter-personal context Personal contexthasNested dueAt share personal contexts