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Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies Licentiate Thesis Tharaka Ilayperuma

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Page 1: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

Reference Ontology for Business ModelsTowards Interoperability between Business Modeling Ontologies

Licentiate Thesis

Tharaka Ilayperuma

Page 2: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 2Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Overview

• Motivation• Business Models and Business Modelling

Ontologies– BMO– e3-value– REA

• The Reference Ontology – How we model things?• Facilitating interoperability between BM ontologies

through the Reference ontology– the mappings• Contributions

Page 3: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 3Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Motivation

• Basic requirement of an Ontology– Being a generic description shared by a

community of users• Interoperability between different

business models

Page 4: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 4Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Business Models and Ontologies

“Business models describes how a company intends to create value in the market place …”

“Ontologies are viewed as increasingly important tools for structuring domain of interests. ”

Page 5: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 5Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Business Modelling Ontologies ..

• Business Model Ontology

• e3-value Ontology• Resource Events Agents (REA)

Ontology

Page 6: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 6Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

BMO Main Concepts

VALUE proposition

WHAT?

Customer group

Relationship

Distribution channel

WHO?

Core capability

Value configuration

Partnership

HOW?

Revenue

CostHOW MUCH?

Page 7: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 7Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

An e3-value Business Model

Page 8: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 8Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

REA Ontology – An Example

Page 9: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 9Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Reference Ontology – Resources, Features, and Rights

RESOURCERESOURCE

FEATUREFEATURE

RIGHTRIGHT

An actor is entitled to An actor is entitled to handle a resource in a handle a resource in a

certain waycertain way

(use, income, transfer)

OwnOwn

BorrowBorrow

(use, income, transfer)

BookBook

Any property or Any property or association of association of the resource

WeightWeight

Number of Number of pages

the resourcepages

Page 10: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 10Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Three Components of a Transfer

RESOURCERESOURCE

RIGHTRIGHT

WatchWatchTRANSFERTRANSFER

EVIDENCE EVIDENCE DOCUMENTDOCUMENT

TicketTicket

Transfer ofTransfer of

1 Right1 Right

2 Custody (access, enabling)2 Custody (access, enabling)

3 Evidence of right3 Evidence of right

GoodsGoods

ServicesServices

InformationInformation

MoneyMoney

RESOURCERESOURCE

MovieMovie

CustodyCustody

EvidenceEvidence

RightRight

Page 11: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 11Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Transfer and Conversion

RESOURCERESOURCE

FEATUREFEATURE

RIGHTRIGHTTRANSFERTRANSFER

CONVERSIONCONVERSION

of

on

Page 12: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 12Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Grouping Transfers and Conversions –The Process Concept

Page 13: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 13Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Grouping Transfers and Conversions –The Process Concept …

Page 14: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 14Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Creating Common Understanding

• Use of the Reference Ontology to map concepts in original ontologies. – Too many differences make it difficult to map one

concept to another.• e.g. Value Object in e3-value and Economic Resource in REA

Page 15: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 15Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Example - BMO to Reference Ontology

ACTOR TYPEACTOR TYPE

DISTRIBUTION CHANNEL

RELATIONSHIPMECHANISM

CUSTOMER SEGMENT

CustomerInterface

Rights Users

Right owners

Rights Clearing department

Artists acquisition department

Standardized mailings

Passive web sign-up for unknown artists

Active artists acquisition for famous artists

EVENT TYPEEVENT TYPEPROCESSPROCESS

TRANSFORMATIONTRANSFORMATION

RightsSocietyRightsSocietyRights collectionRights collection

•• Collecting music rightsCollecting music rights

•• Making paymentsMaking payments

Rights redistributionRights redistribution

•• Clearing music rightsClearing music rights

•• Collecting paymentsCollecting payments

CONVERSION CONVERSION TYPESTYPES

BMO ExampleMapped concepts in the Reference Ontology

Page 16: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 16Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Example –REA to Reference Ontology

ACTORACTOR

ACTOR TYPEACTOR TYPEEVENTEVENT

TRANSFERTRANSFERExternal Actor

Music Rights SaleMusic Rights Sale

•• SENASENA

REA model for music rights case from an Artist’s perspective

Page 17: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 17Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Example – e3-value to Reference Ontology

ACTOR TYPEACTOR TYPE

EVENT TYPEEVENT TYPE(increment/decrement)(increment/decrement)

PROCESSPROCESS

EXCHANGEEXCHANGE

TRANSFER TYPETRANSFER TYPE RIGHTRIGHT RESOURCE TYPERESOURCE TYPE

<Exchange rdf:ID="E113"><hasEventTypes>

<TransferType rdf:about="#TT78"><hasTransferredRight rdf:resource="#RightToMakePublic"/><hasTransferredOrConversedResourceType rdf:resource="#Song"/><hasActorType rdf:resource="#Artists"/><isEventType rdf:datatype="http://www.w3.org/2001/XMLSchema#string">decrement</isEventType>

</TransferType></hasEventTypes><hasEventTypes>

<TransferType rdf:about="#TT105"><hasTransferredRight rdf:resource="#RightToMakePublic"/><hasTransferredOrConversedResourceType rdf:resource="#Song"/><hasActorType rdf:resource="#RightsSociety"/><isEventType rdf:datatype="http://www.w3.org/2001/XMLSchema#string">increment</isEventType>

</TransferType></hasEventTypes>

</Exchange>

Page 18: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 18Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Realising Mappings

Two step mapping process

Page 19: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 19Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Realising Mappings

declare function local:getTransactionInterfaceProcess() as element()* {

let $docName := doc("musicRights.rdf")let $vi := $docName//a:value_interface

for $j in (distinct-values(local:getTransactionTransferType()))let $q := fn:substring-before($j,"_")let $r := fn:substring-after($j,"_")return

element Transaction {attribute rdf:ID {fn:concat("TP",$j)},for $vi1 in $vi return

for $t in $q returnif (string($vi1/@a:e3_has_uid) = $t ) then

for $i in (local:getExchnagesofInterfaces($t)) returnelement hasExchanges {

element Exchange {attribute rdf:about{fn:concat("#E",$i)},local:getExchangeRelatedValuePort($i)}

}else()

}};

<xsl:template match="Exchange//TransferType"xmlns:rdf="http://www.w3.org/1999/02/22-rdf-syntax-ns#"xmlns:owl="http://www.w3.org/2002/07/owl#"xmlns:rdfs="http://www.w3.org/2000/01/rdf-schema#">

<xsl:param name="e_resource_id" select="current()/@rdf:about"/><xsl:param name="e_transfer_id" select="substring-after($e_resource_id,'#')"/><xsl:copy>

<xsl:copy-of select="@*"/><xsl:copy-of select="$file2//TransferType[@rdf:ID = $e_transfer_id]/*"/><xsl:apply-templates/>

</xsl:copy></xsl:template>

…………….………………………….

An XQuery function used in Step 1

An XSLT template used in Step 2

Page 20: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 20Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

The Reference Ontology

1EVENTstockf low 1..1

CONTRAC T

TRANSACTION TYPE

AGREEMENT

EVIDENC E DOCU MEN T

TRANSACTION 0..* 10..* 1

0..*

0..*

0..*

0..*

governs

RIGHT

TRANSFERcustody 0..1 0..*1

TRANSFER TYPE1

1..*

1

1..*

referToRight

1

0..*

1

0..*

isOfTransferType

CONVERSION

COMITTMENT

11..* 11..*

ACTOR

1..*1 1..*1

hasEventActor

EXCHANGE

0..*

1

0..*

1

fulfills

1

1..*

1

1..* consistOf

1

1..*

1

1..*

hasTransfer

RESOURCE

1..*

0..*

1..*

0..*hasResource

FEATURE

TRANSFORMATION TYPE

CONVERSION TYPE

0..*

1

0..*

1

0..* 10..* 1

refersToFeature

PROCESS

ACTOR TYPE

1..*

1..*

1..*

1..*speci fies

1

0..*

1

0..* M

M

M

VALUE PROPOSITION

RESOURCE TYPE

1

0..*

1

0..*

1

0..*

1

0..*

1..*

1..*

1..*

1..*

TRANSFORMATION0..*

1

0..*

1

1

1..*

1

1..*

hasConversion

EVENT TYPEincrement/decrement

0..*

1..*

0..*

1..*

1

...

1

...

hasActorType

1..*

1..*

1..*

1..*

1

0..*

1

0..*

I NTERFACE

1..*

1

1..*

1

1..*0..*

1..*0..*

COMPETITIVE VALUES

0..* 0..*0..* 0..*

hasCompetitiveValue

SECOND ORDER VALUES

COMPLEMENTARY VALUES

Page 21: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 21Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Thesis Contributions

• Analysis of value transfers• Facilitating the common understanding

between similar concepts in different ontological approaches

• Realisation of mappings between e3-value and the Reference Ontology

Page 22: Reference Ontology for Business Modelssi-tsi/LicPresentation_Tharaka_Ilayperuma.… · Reference Ontology for Business Models Towards Interoperability between Business Modeling Ontologies

September 28, 2007 22Reference Ontology for Business Models

Towards Interoperability between Business Modelling Ontologies© Tharaka Ilayperuma

Thank you!

• Questions/Comments