towards a library of workflow user interface patterns

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1 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008 Towards a Library of Workflow User Interface Patterns Josefina Guerrero García 1 , Jean Vanderdonckt 1 , Juan Manuel González Calleros 1 , Marco Winckler 1,2 1 Université catholique de Louvain (UCL) Louvain School of Management (LSM) - Information Systems Unit (ISYS) Belgian Laboratory of Computer-Human Interaction (BCHI) http://www.isys.ucl.ac.be/bchi 2 IRIT, Université Toulouse 3, France, 118 route de Narbonne, 062 Toulouse cedex 9 (France), [email protected] – http://liihs.irit.fr/winck

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Page 1: Towards a Library of Workflow User Interface Patterns

1 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Towards a Library ofWorkflow User Interface Patterns

Josefina Guerrero García1, Jean Vanderdonckt1,Juan Manuel González Calleros1, Marco Winckler1,2

1Université catholique de Louvain (UCL)Louvain School of Management (LSM) - Information Systems Unit (ISYS)

Belgian Laboratory of Computer-Human Interaction (BCHI)http://www.isys.ucl.ac.be/bchi

2IRIT, Université Toulouse 3, France, 118 route de Narbonne,F-31062 Toulouse cedex 9 (France), [email protected] – http://liihs.irit.fr/winckler/

Page 2: Towards a Library of Workflow User Interface Patterns

2 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Outline

• Introduction & motivations

• Developing user interfaces for workflow information systems

• Workflow user interface patterns

• Conclusion and related work

Page 3: Towards a Library of Workflow User Interface Patterns

3 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Introduction & motivations

• Workflow is defined as the automation of business process.

• A Workflow Information System (WfIS) is a system that defines, creates and manages the execution of workflows through the use of software; the users of a WfIS interact with it through its user interfaces (UIs).

• Workflow patterns refer specifically to recurrent problems and proven solutions related to the development of WfIS in particular, and more broadly, of process-oriented applications.

• Workflow resource patterns have been identified that capture the different manners in which resources are presented and used in workflows.

Page 4: Towards a Library of Workflow User Interface Patterns

4 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Introduction & motivations

• The rationale for identifying these patterns was the need to master the many ways according which work can be distributed.

• We explore a systematic manner to develop user interfaces (UIs) for each workflow resource pattern following the same definition and using UsiXML language.

• The goal of this work is not to reproduce the workflow resource patterns, but to associate a default UI to each pattern.

Page 5: Towards a Library of Workflow User Interface Patterns

5 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Developing user interfaces for workflow information

systems

Task Task Resource User Stereotype

Material

Immaterial

ProcessWorkflow

1..*

0..1

1..*

1..*

1..*

ContextDomain Platform

Environment

Abstract UI

Concrete UI

Final UI

0..*

0..*

0..*

1..*

0..n

Task & domain

AUI level

CUI level

FUI level

Task Task Resource User Stereotype

Material

Immaterial

ProcessWorkflow

1..*

0..1

1..*

1..*

1..*

ContextDomain Platform

Environment

Abstract UI

Concrete UI

Final UI

0..*

0..*

0..*

1..*

0..n

Task & domain

AUI level

CUI level

FUI level

Page 6: Towards a Library of Workflow User Interface Patterns

6 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Developing user interfaces for workflow information

systems

Task & domain level

AUI level

CUI level

FUI level

Page 7: Towards a Library of Workflow User Interface Patterns

7 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Workflow user interface patterns

• We adopted the following methodology for defining Workflow User Interface Pattern (WUIP):

– Augmented UI pattern definition– Incorporation in the model-driven engineering method– Final WUIPs

Page 8: Towards a Library of Workflow User Interface Patterns

8 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Workflow user interface patterns

Augmented UI pattern definition

Identifier Name Alias Synopsis Strengths Weakness Opportunities ThreadsProblem Solution Example

Incorporation in the model-driven engineering method

Final WUIPs

Definition WUIP

Page 9: Towards a Library of Workflow User Interface Patterns

9 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Examples

• Direct allocation: “Ask reviewers preferences” task must only be undertaken by “Joshua Brown”

Page 10: Towards a Library of Workflow User Interface Patterns

10 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Example 2

• Hierarchy level-based : “Reduce wage bill” task is allocated to a “Financier” with has a 5 level, i.e. the “Financial Manager”

Page 11: Towards a Library of Workflow User Interface Patterns

11 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Page 12: Towards a Library of Workflow User Interface Patterns

12 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Conclusion and related work

• Workflow resource patterns correspond to the manner in which tasks are allocated to resources.

• This paper introduced a library of user interface design patterns that are particularly applicable to user interfaces of workflow information systems.

• For each workflow pattern from Russel & van der Aalst, we have a task model, a AUI model, a CUI model

• Designers are able now to specificity resource allocation patterns using UIs that fits: both at design-time and at run-time, considering constraints imposed by mutually excluded patterns.

Page 13: Towards a Library of Workflow User Interface Patterns

13 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Conclusion and related work

• YAWL (Yet Another Workflow Language) provides support for the resource perspective.

• We rely on a proved method to generate User Interfaces, UsiXML, passing from task model and abstract user interface to final user interface.

• We propose a model-driven engineering method that provides designers with methodological guidance on how to systematically derive user interfaces of workflow information systems from a series of models.

• It is intended that our model supports changes inside the organization and automatically update the UIs generated.

Page 14: Towards a Library of Workflow User Interface Patterns

14 DSV-IS’2008, Kingston, Ontario, Canada, July 16-18, 2008

Thank you very much for your attention

For more information and downloading,http://www.isys.ucl.ac.be/bchi

http://www.usixml.orgUser Interface eXtensible Markup Language

http://www.similar.ccEuropean network on Multimodal UIs

Special thanks to all members of the team!