1. L. M. Camarinha-Matos © L. M. Camarinha-Matos WP5 – STATUS OVERVIEW WP5 meeting – Paris, 28-29 June 2004 Luis M. Camarinha-Matos cam@uninova.pt

2. L. M. Camarinha-Matos © L. 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 discipline of Collaborative Networks

3. L. M. Camarinha-Matos © L. M. Camarinha-Matos Design Implement Models Implementations WP5 – WHY No common “reference” “Supervise”

4. L. M. Camarinha-Matos © L. M. Camarinha-Matos Design Implement Simulate / Evaluate Reference Models Definitions Models Implementations WP5 – WHY

5. L. M. Camarinha-Matos © L. M. Camarinha-Matos Abstract Emerging manifestations Reference Models Definitions WP5 – WHY Explain Scenarios

6. L. M. Camarinha-Matos © L. M. Camarinha-Matos Abstract Design Implement Simulate / Evaluate Emerging manifestations Reference Models Definitions WP5 – WHY Explain Scenarios Models Implementations

7. L. M. Camarinha-Matos © L. 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 basis Rules / guidelines for combining different modelling approaches / formalisms Soft modelling foundation Modeling tools and approaches to capture “soft aspects” in CNOs (e.g. social actors relationships, incomplete knowledge) Reference models for CNOs Abstract (generic) models of CNOs that can be the basis for models instantiation for different manifestations of CNOs Initial results

8. L. M. Camarinha-Matos © L. M. Camarinha-Matos Informal Formal Models Traditional CN Emerging CN Directions in CN Understanding MODELING DIRECTIONS Consolidating SC EE VO VL ER

9. L. M. Camarinha-Matos © L. M. Camarinha-Matos “Pool” of potentially useful modeling tools / theories Modelling “purposes” Identification & structuring Models’ interoperability Mapping Pool of external experts Reference models for CNOs Most promising (after hands-on assessment) A B WP 5 – INITIAL ACTIVITIES

10. L. M. Camarinha-Matos © L. M. Camarinha-Matos 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

11. L. M. Camarinha-Matos © L. M. Camarinha-Matos WP 5 – HOMEWORK A

12. L. M. Camarinha-Matos © L. M. Camarinha-Matos PORTFOLIO OF TOOLS – APPLICATION ? Traditional CNOs Emerging CNOs UNDERSTANDING CONSOLIDATING Graph theory Formal theories Formal Engineering Methods Temporal & modal logic Federated systems Dynamic ontologies Metaphors Semiotics Knowledge mapping Soft computing MAS Social Network Analysis 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 InformalFormal Text & web mining MA Dependence theory

13. L. M. Camarinha-Matos © L. M. Camarinha-Matos PORTFOLIO OF TOOLS – CLASSIFICATION ? Other WPs ?

14. L. M. Camarinha-Matos © L. M. Camarinha-Matos 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 Network Analysis 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 Dynamic ontologies Diversity in work teams Trust building models

15. L. M. Camarinha-Matos © L. 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

16. L. M. Camarinha-Matos © L. M. Camarinha-Matos WP 5 – STATUS - B Activity B: Collect modelling “purposes” PurposeWhat is modelled A few contributions Uninova VTT (WP3) JSI UvA (WP2) In a very preliminary stage – requiring substantial work

17. L. M. Camarinha-Matos © L. M. Camarinha-Matos MODELING PURPOSES - VBE

18. L. M. Camarinha-Matos © L. M. Camarinha-Matos MODELING PURPOSES - VOM

19. L. M. Camarinha-Matos © L. M. Camarinha-Matos MODELING PURPOSES - PVC

20. L. M. Camarinha-Matos © L. M. Camarinha-Matos MODELING PURPOSES – II & CNO

21. L. M. Camarinha-Matos © L. M. Camarinha-Matos MODELING PURPOSES – TASKS Revise terminology Check consistency & completeness Define importance level Identify inter-relationships PARIS 1st attempt

22. L. M. Camarinha-Matos © L. M. Camarinha-Matos 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

23. L. M. Camarinha-Matos © L. M. Camarinha-Matos THEMATIC WORKSHOPS Focused on one or a few theories / tools Involving invited external experts Plan: Topic(s) ? [organize list] When ? Where ? Who ? Which preparation ?

24. L. M. Camarinha-Matos © L. M. Camarinha-Matos WP5 - WORKPLAN Current tasks

25. L. M. Camarinha-Matos © L. M. Camarinha-Matos 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

26. L. M. Camarinha-Matos © L. 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 Assessed tools & theories CNO Clearinghouse D51.1 WP5 – FIRST TASKS & RESULTS

27. L. M. Camarinha-Matos © L. 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

28. L. M. Camarinha-Matos © L. M. Camarinha-Matos WP5 – BOOK ? COLLABORATIVE NETWORKS A theoretical foundation A “mechanism” to focus contributions A “mechanism” to induce quality A channel for impact creation Target reader ?

29. L. M. Camarinha-Matos © L. M. Camarinha-Matos 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

30. L. M. Camarinha-Matos © L. M. Camarinha-Matos 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]

31. L. M. Camarinha-Matos © L. 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]

32. L. M. Camarinha-Matos © L. M. Camarinha-Matos WP5 – HANDS-ON EXPERIMENTS Basic research on open issues Other cases: - Already started ? - Planned ?