1. © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

2. © Eric Yu 2001 2 Agenda Session 2 – Workshop December 14, 14:30-16:30 Example –Intellectual Property Management Discussions of Exercises

3. © Eric Yu 2001 3 Modelling Strategic Actor Relationships to Support Intellectual Property Management Eric Yu, Lin Liu, Ying Li Faculty of Information Studies University of Toronto ER2001 Yokohama Japan

4. © Eric Yu 2001 4 Placing IP Management in the context of Services and Systems Development What do my customers want? Who are my customers? What do my competitors have to offer? … Who owns what IP? License or Contest? How to construct patent wall? … IP Mgmt Product Strategies Business Strategies Service Design System Arch Software Design Platforms System Reqmts What systems/services to build? What methods/ techniques do I use? …

5. © Eric Yu 2001 5 Strategic IP Analysis Questions Who owns what knowledge? What does that IP enable that person/company to do? What does that IP prevent others from doing? Leads to: What knowledge to develop/acquire? What business to pursue? What partnerships/ alliances? How to develop products/services given the IP environment? –Taking advantage of your own IP –Taking account of IP of competitors, partners, others

6. © Eric Yu 2001 6 Strategic Dependency Modelling e.g. buyer-driven e-commerce intentional dependencies eg.Priceline eg.airlines

7. © Eric Yu 2001 7 Strategic Rationale Modelling buyer-driven e-commerce Customer: BuyerDriven –-- means-ends  ServiceBePurchased ---- helps  LowPrice ---- hurts  Flexibility

8. © Eric Yu 2001 8 Rationales behind … seller-driven e-commerce

9. © Eric Yu 2001 9 Modelling IP protection PatentOwner depends-on Others NotToMakeUseOrSellPatentedTechniqueWithoutLicense User of TechniqueX “breaks” the softgoal dependency ObtainingRightToUse[TechniqueX] overcomes the violation

10. © Eric Yu 2001 10 Example of Infringement

11. © Eric Yu 2001 11 Patent impacting business design choice Should Travelocity –buy license from Priceline? –use technique w/o license? –form alliance w/ Priceline?

12. © Eric Yu 2001 12 Reasoning about partnerships and alliance

13. © Eric Yu 2001 13 Industry Structure

14. © Eric Yu 2001 14 Related Work AR modelling for business process analysis & redesign, information systems requirements engineering Modelling Trust –in system design [Yu & Liu 00] –in business networks [Jarke+ 01] Tropos – methodology for Agent-Oriented Software Dev. –Tropos workshop – further extensions & formalizations http://www.science.unitn.it/~pgiorgio/tropos-workshop/ Future Work Enterprise knowledge management framework Further analysis support Detailed case studies Knowledge base, patterns of dependencies www.fis.utoronto.ca/~yu

15. © Eric Yu 2001 15 Infringement Settlement Reasoning Evaluation