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Requirements for interoperability
modelling in service systems based
on BeerLL
VBMO workshop, december 2009

Wout Hofman (TNO), YaoHua Tan (VU, TUD)




Wout Hofman, VMBO workshop
Content of the presentation

    • Research question

    • Service Systems
         • general concept
         • BeerLL, a Living Lab in ITAIDE
         • Modeling requirements

    • Web Service Modeling Ontology
         • WSMO concepts
         • Observations

    • Application of WSMO to BeerLL
         • data requirements
         • process requirements

    • Conclusions and further research


2   Wout Hofman, VMBO workshop              December 2009
Research question

    Which modelling techniques can be used for modelling
    interoperability in service systems, which gives sub questions:
           1.    what are service systems and their requirements to modelling
                 techniques?
           2.    from e3-value to services
           3.    what techniques are available?
           4.    what is their applicability to model service systems?

    This contribution is limited to WSMO, Web Service Modelling Ontology.




3   Wout Hofman, VMBO workshop                                                  December 2009
Service systems have an economic perspective

    1. Service: value-based proposition of a provider (Spohrer) with the
       objective of value exchange (e3-value)
         •     customer: initiator of a service
         •     goal: primary objective for design and operation of services (e.g. transport)
         •     input/output of services
         •     collaboration choreography
         •     service enablers:
               •    human or subject
               •    physical resources
               •    information


    2. Value co-creation: a service system comprises service providers and
       customers working together to co produce value in complex value
       chains or networks (Spohrer et.al.)

    3. Dynamic (network) versus static (value chain) setting



4   Wout Hofman, VMBO workshop                                                    December 2009
ITAIDE – Information Technology for Adoption and
    Intelligent Design for e-Government

    • Integrated Research Project
         •   4.5 year (January 2006 – June 2010)
    • EU FP6 IT funding 5.8 Meuro




5   Wout Hofman, VMBO workshop                     December 2009

                                                    Prof. Dr. Yao-Hua Tan
Beer Living Lab objective: fraud reduction (value
    perspective and identification of services)




  DEMO:
transaction



  value
exchange
  equals
(business)
 service?

  value port
equals service
 access point
 (technology
    view)?                                                    value chain?




6       Wout Hofman, VMBO workshop                      December 2009
e3-value and interoperability modelling

    • ‘value port’                           • ‘service’
        • to show the provision or               • value based proposition of provider
          requesting of value objects              (Spohrer)
        • abstraction of internal business       • abstraction of internal (business)
          processes                                processes
                                                 • services accessed via ‘service access
                                                   point’ (‘port type’)
                                                 • note: ‘service’ is currently defined in e3-
                                                   value as an example of a value object
                                             • ‘(business) transaction’:
    • ‘value exchange’:                          • execution of a service of a provider by a
        • connection of two value ports            customer
                                                 • dynamic: actual connection

                                             • ‘value chain’:
    • ‘dependency path’                          • a set of collaborating actors executing a
        • a set of dependency nodes and            business transaction
          segments that leads from a start       • transaction coordination by each actor
          stimulus to an end stimulus              in a value chain represented by a
                                                   transaction tree


7       Wout Hofman, VMBO workshop                                        December 2009
Each value chain can be represented by a transaction
       tree, example derived from dependency path.
                                                            customer
                                                               beer selling
                                                                 service
                                                                                            control
                                                        supermarket
                                                                beer selling
                                                                  service


                                                            retailer UK
                                                             lling             dec
                                                         n/se                      lar
                                                     ctio                       ser ation
                                                  odu
                                              r pr service                          vice
                                           bee
            control
                            Heineken NL                                             customs UK
                                     t          de
                                  or              cl
                               nsp ce           se arat
                                                  rvi ion
                            tra ervi                 ce
                               s


                      carrier                    customs NL
                                           control
                                         (sensors)
    prod.
     unit                                      transport
8      Wout Hofman, VMBO workshop                                                                     December 2009
Interaction sequencing in value chains can be
    represented by sequence diagrams
    • each value chain has another sequence diagram
    • value chains depend on decoupling points (Monhemius et.al.)

        Dutch Tax            Heineken NL        Carrier                   Heineken UK       UK Tax                    Retailer UK                Supermarket

                                                                                                                                       Order

                                                                                             Order

                                                Order

                                                      Transport instruction

                    Declaration                                Planning

                                           Delivery schedule

            Shipment Authorisation                                                      Delivery schedule

                                           Excise movement                                                                    Delivery schedule



                                                          Transport report                                                          Arrival report

                                                                                              Arrival report (exc. payment)
                                                                                                           Approval

                                                                                          Arrival report

                                             Arrival report

                                              Arrival report



9   Wout Hofman, VMBO workshop                                                                                                                                 December 2009
BeerLL – data structure modelling limited set of
        services (simplified model)




     UN/Cefact
       Core
     Component




10      Wout Hofman, VMBO workshop                         December 2009
Modeling requirements (information perspective)

     • Autonomy is the basic requirement (EU: subsidiarity):
          • each actor has its specific semantics
          • each actor decides on its value chain


     • Data requirements
          • inclusion/reference to existing data structures (e.g. core components)
          • generation of XML Schema from data structure (consistency, completeness)
                • per interaction type
                • for all interaction types


     • process requirements
          • support of services that constitute different value chains
          • interleaving of services to allow parallel processing of outsourced services
          • exceptions




11   Wout Hofman, VMBO workshop                                                  December 2009
Second question: available techniques. The SOA
     paradigm offers this type of flexibility.
     Available technology and concepts for services.


                                               • COSMO (mediation)
                                  concepts     • WSMO/OWL-S
                                               • Archimate (architectural perspective)



                                               •   WSMO
      services                    semantics    •   OWL-S
                                               •   SAWSDL
                                               •   BPMn (processes and choreography)



                                               • BPEL for orchestration
                                  technology   • Web Service Definition Language
                                               • XML Schema (business documents)




12   Wout Hofman, VMBO workshop                                          December 2009
WSMO concepts seem in line with
     characteristics of service systems
     • information semantics - ontology
     • functional semantics:
          • goal: customer requirements
          • capability: real value of a service
          • mediation: matching of goal and capability (type of service discovery)
     • behaviour – choreography of interactions offered across an interface
     • grounding – relation between conceptual specification (WSML) and
       technical solution (WSDL/XML Schema)




13   Wout Hofman, VMBO workshop                                                 December 2009
WSMO is the application of Abstract State
      Machines in the service domain
                                                        Goal




                                                            mediation

                                                     Capability
                                    pre-conditions                   post-conditions
                                     assumptions                     effects




                      transition           transition          transition          transition   interface/
                                                                                                choreography/
                                                                                                orchestration –
                                     transition         transition          transition
                                                                                                implementation
                                                                                                support of a capability
ASM


                                           information semantics
14     Wout Hofman, VMBO workshop                                                                    December 2009
The basic observation relates to ‘abstractness’
     of WSMO (ASM)
     • Pro: ability to express behaviour of complex systems as a set of
       transitions

     • Con: difficult to model because of its dynamics:
          • WSMO choreography combines choreography and orchestration of services
                • a transition of a capability can trigger a goal, thus dynamically composing value
                  chains in service systems,
                • which gives no distinction between ‘internal’ and ‘external’ visible states
          • Non-deterministic behaviour:
                • no operators between transitions
                • inherent feature of ASM

     • Basic issue:
          • a capability specifies the actual operation on a state space expressed by an
            ontology
          • a capability requires a choreography and is supported by an orchestration
          • choreography and orchestration are also modelled as transitions on the state
            space
          • choreography could be modelled according as a transaction pattern (Demo)

15   Wout Hofman, VMBO workshop                                                             December 2009
Application of WSMO to BeerLL - autonomy

                                            goal
                                  Goal                 Capability
                                          mediation



         transition                 service or process mediation    transition
          transition                                                 transition
           transition             or choreography standardization     transition
            transition                (collaboration protocols)?       transition
             transition                                                 transition
              transition                                                 transition
                                                                          transition

                                          data mediation
                                        or shared ontology
                                   (extended Core Components,
           information             Common Information Model)?         information
            semantics                                                  semantics

          customer                                                       provider

16   Wout Hofman, VMBO workshop                                               December 2009
Application of WSMO to BeerLL – domain semantics

                                                 event
     actor roles


                                                                  resource
                                                                    types




      event




                                                                Inclusion of
                                                                 structures
                                                               (core comp.)




                                     resources
17      Wout Hofman, VMBO workshop                       December 2009
An example of a capability of a service implemented by
     BeerLL for tracking and tracing containers with sensors

        capability LocateContainer
         importsOntology “goodsDeclaration"
         precondition TRECNumber
          definedBy ?packaging memberOf packaging
           and ?packaging[TRECNumber hasValue ?TRECNumber].
         postcondition PhysicalLocation
          definedBy exists ?TRECNumber (?packagingType
                       [packagingType hasValue ?TRECNumber] )
               implies ?location[(packagingType+location)
                                       hasValue ?location]
               and ?departureDateAndTime[(packagingType+location)
                         hasValue ?departureDateAndTime].



18    Wout Hofman, VMBO workshop                            December 2009
Application of WSMO to BeerLL – process
        requirements


     services for
                                             WSMO web services can be applied
     value chains



 interleaving of          Specifications of transitions consisting of choreography and orchestration,
    services                                which requires choreography mediation



                          WSMO (ASM) basically specifies a correct system, which needs to include
     exceptions
                           services for handling exceptions from the ‘real world’ (completeness)



                          WSMO as redesign of existing services or generation of technical services
      grounding
                              (WSDL/XML Schema; shared ontology or interaction types?)




19      Wout Hofman, VMBO workshop                                                    December 2009
We are currently working on the following model, which
      could be related to REA.                            described by state
                                                                        has a                           transaction                  machines?
                                                                                                                                       equals
                                                                                                          protocol                 choreography?
                 can be transferred by
                                                                                                                is part of        Demo transaction
                                                                                                                                      pattern
      resource                                                                                              event
                                                     capability                                             types
        type
                                                                                    has
                                         refers to
                                                           is of
                                                     value pro-           published by
                                                                                                            actor
                                                      position                                                                     can be specified
                                                                                                                                  for interoperability
      is of                                                                      initiator                                           in a business
                                               refers to                                                                              area/sector
 WSMO-PA:
WSMO meta                                              business                              provider
 structure for
    Public
                                                     transaction                                                               business activity?
Administration         is transferred by
                                                           belongs to

                                                                                                  is of
      resource                                         event

                                                                                                          equals business
                                                                                                             service?
20      Wout Hofman, VMBO workshop                                                                                           December 2009
Conclusions and further research

     • Conclusions:
          • ontology for domain semantics offers better inclusion of other structures than
            other methods like UML object diagrams
          • formal methods force correctness of specifications (completeness is difficult
            to enforce    good design)
          • abstract specification  graphical support

     • Further research/discussion:
          •   How to get from e3-value to services? REA and interoperability model?
          •   Role of shared ontology for business interoperability
          •   Support of mediation
          •   Non-determinism and other formalisms:
                • collaboration protocols with a requirement for operators (see for instance workflow patterns)
                • ‘time’ as discriminating factor between two transitions
                • timed, coloured Petrinets are an alternative (graphical support, operators, patterns, time, formal
                  model)
                • COSMO: a model for collaboration
                • finite state machines?




21   Wout Hofman, VMBO workshop                                                                           December 2009

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Vbmo2009 Presentation

  • 1. Requirements for interoperability modelling in service systems based on BeerLL VBMO workshop, december 2009 Wout Hofman (TNO), YaoHua Tan (VU, TUD) Wout Hofman, VMBO workshop
  • 2. Content of the presentation • Research question • Service Systems • general concept • BeerLL, a Living Lab in ITAIDE • Modeling requirements • Web Service Modeling Ontology • WSMO concepts • Observations • Application of WSMO to BeerLL • data requirements • process requirements • Conclusions and further research 2 Wout Hofman, VMBO workshop December 2009
  • 3. Research question Which modelling techniques can be used for modelling interoperability in service systems, which gives sub questions: 1. what are service systems and their requirements to modelling techniques? 2. from e3-value to services 3. what techniques are available? 4. what is their applicability to model service systems? This contribution is limited to WSMO, Web Service Modelling Ontology. 3 Wout Hofman, VMBO workshop December 2009
  • 4. Service systems have an economic perspective 1. Service: value-based proposition of a provider (Spohrer) with the objective of value exchange (e3-value) • customer: initiator of a service • goal: primary objective for design and operation of services (e.g. transport) • input/output of services • collaboration choreography • service enablers: • human or subject • physical resources • information 2. Value co-creation: a service system comprises service providers and customers working together to co produce value in complex value chains or networks (Spohrer et.al.) 3. Dynamic (network) versus static (value chain) setting 4 Wout Hofman, VMBO workshop December 2009
  • 5. ITAIDE – Information Technology for Adoption and Intelligent Design for e-Government • Integrated Research Project • 4.5 year (January 2006 – June 2010) • EU FP6 IT funding 5.8 Meuro 5 Wout Hofman, VMBO workshop December 2009 Prof. Dr. Yao-Hua Tan
  • 6. Beer Living Lab objective: fraud reduction (value perspective and identification of services) DEMO: transaction value exchange equals (business) service? value port equals service access point (technology view)? value chain? 6 Wout Hofman, VMBO workshop December 2009
  • 7. e3-value and interoperability modelling • ‘value port’ • ‘service’ • to show the provision or • value based proposition of provider requesting of value objects (Spohrer) • abstraction of internal business • abstraction of internal (business) processes processes • services accessed via ‘service access point’ (‘port type’) • note: ‘service’ is currently defined in e3- value as an example of a value object • ‘(business) transaction’: • ‘value exchange’: • execution of a service of a provider by a • connection of two value ports customer • dynamic: actual connection • ‘value chain’: • ‘dependency path’ • a set of collaborating actors executing a • a set of dependency nodes and business transaction segments that leads from a start • transaction coordination by each actor stimulus to an end stimulus in a value chain represented by a transaction tree 7 Wout Hofman, VMBO workshop December 2009
  • 8. Each value chain can be represented by a transaction tree, example derived from dependency path. customer beer selling service control supermarket beer selling service retailer UK lling dec n/se lar ctio ser ation odu r pr service vice bee control Heineken NL customs UK t de or cl nsp ce se arat rvi ion tra ervi ce s carrier customs NL control (sensors) prod. unit transport 8 Wout Hofman, VMBO workshop December 2009
  • 9. Interaction sequencing in value chains can be represented by sequence diagrams • each value chain has another sequence diagram • value chains depend on decoupling points (Monhemius et.al.) Dutch Tax Heineken NL Carrier Heineken UK UK Tax Retailer UK Supermarket Order Order Order Transport instruction Declaration Planning Delivery schedule Shipment Authorisation Delivery schedule Excise movement Delivery schedule Transport report Arrival report Arrival report (exc. payment) Approval Arrival report Arrival report Arrival report 9 Wout Hofman, VMBO workshop December 2009
  • 10. BeerLL – data structure modelling limited set of services (simplified model) UN/Cefact Core Component 10 Wout Hofman, VMBO workshop December 2009
  • 11. Modeling requirements (information perspective) • Autonomy is the basic requirement (EU: subsidiarity): • each actor has its specific semantics • each actor decides on its value chain • Data requirements • inclusion/reference to existing data structures (e.g. core components) • generation of XML Schema from data structure (consistency, completeness) • per interaction type • for all interaction types • process requirements • support of services that constitute different value chains • interleaving of services to allow parallel processing of outsourced services • exceptions 11 Wout Hofman, VMBO workshop December 2009
  • 12. Second question: available techniques. The SOA paradigm offers this type of flexibility. Available technology and concepts for services. • COSMO (mediation) concepts • WSMO/OWL-S • Archimate (architectural perspective) • WSMO services semantics • OWL-S • SAWSDL • BPMn (processes and choreography) • BPEL for orchestration technology • Web Service Definition Language • XML Schema (business documents) 12 Wout Hofman, VMBO workshop December 2009
  • 13. WSMO concepts seem in line with characteristics of service systems • information semantics - ontology • functional semantics: • goal: customer requirements • capability: real value of a service • mediation: matching of goal and capability (type of service discovery) • behaviour – choreography of interactions offered across an interface • grounding – relation between conceptual specification (WSML) and technical solution (WSDL/XML Schema) 13 Wout Hofman, VMBO workshop December 2009
  • 14. WSMO is the application of Abstract State Machines in the service domain Goal mediation Capability pre-conditions post-conditions assumptions effects transition transition transition transition interface/ choreography/ orchestration – transition transition transition implementation support of a capability ASM information semantics 14 Wout Hofman, VMBO workshop December 2009
  • 15. The basic observation relates to ‘abstractness’ of WSMO (ASM) • Pro: ability to express behaviour of complex systems as a set of transitions • Con: difficult to model because of its dynamics: • WSMO choreography combines choreography and orchestration of services • a transition of a capability can trigger a goal, thus dynamically composing value chains in service systems, • which gives no distinction between ‘internal’ and ‘external’ visible states • Non-deterministic behaviour: • no operators between transitions • inherent feature of ASM • Basic issue: • a capability specifies the actual operation on a state space expressed by an ontology • a capability requires a choreography and is supported by an orchestration • choreography and orchestration are also modelled as transitions on the state space • choreography could be modelled according as a transaction pattern (Demo) 15 Wout Hofman, VMBO workshop December 2009
  • 16. Application of WSMO to BeerLL - autonomy goal Goal Capability mediation transition service or process mediation transition transition transition transition or choreography standardization transition transition (collaboration protocols)? transition transition transition transition transition transition data mediation or shared ontology (extended Core Components, information Common Information Model)? information semantics semantics customer provider 16 Wout Hofman, VMBO workshop December 2009
  • 17. Application of WSMO to BeerLL – domain semantics event actor roles resource types event Inclusion of structures (core comp.) resources 17 Wout Hofman, VMBO workshop December 2009
  • 18. An example of a capability of a service implemented by BeerLL for tracking and tracing containers with sensors capability LocateContainer importsOntology “goodsDeclaration" precondition TRECNumber definedBy ?packaging memberOf packaging and ?packaging[TRECNumber hasValue ?TRECNumber]. postcondition PhysicalLocation definedBy exists ?TRECNumber (?packagingType [packagingType hasValue ?TRECNumber] ) implies ?location[(packagingType+location) hasValue ?location] and ?departureDateAndTime[(packagingType+location) hasValue ?departureDateAndTime]. 18 Wout Hofman, VMBO workshop December 2009
  • 19. Application of WSMO to BeerLL – process requirements services for WSMO web services can be applied value chains interleaving of Specifications of transitions consisting of choreography and orchestration, services which requires choreography mediation WSMO (ASM) basically specifies a correct system, which needs to include exceptions services for handling exceptions from the ‘real world’ (completeness) WSMO as redesign of existing services or generation of technical services grounding (WSDL/XML Schema; shared ontology or interaction types?) 19 Wout Hofman, VMBO workshop December 2009
  • 20. We are currently working on the following model, which could be related to REA. described by state has a transaction machines? equals protocol choreography? can be transferred by is part of Demo transaction pattern resource event capability types type has refers to is of value pro- published by actor position can be specified for interoperability is of initiator in a business refers to area/sector WSMO-PA: WSMO meta business provider structure for Public transaction business activity? Administration is transferred by belongs to is of resource event equals business service? 20 Wout Hofman, VMBO workshop December 2009
  • 21. Conclusions and further research • Conclusions: • ontology for domain semantics offers better inclusion of other structures than other methods like UML object diagrams • formal methods force correctness of specifications (completeness is difficult to enforce good design) • abstract specification graphical support • Further research/discussion: • How to get from e3-value to services? REA and interoperability model? • Role of shared ontology for business interoperability • Support of mediation • Non-determinism and other formalisms: • collaboration protocols with a requirement for operators (see for instance workflow patterns) • ‘time’ as discriminating factor between two transitions • timed, coloured Petrinets are an alternative (graphical support, operators, patterns, time, formal model) • COSMO: a model for collaboration • finite state machines? 21 Wout Hofman, VMBO workshop December 2009