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Information Management Unit / ICCS of NTUA                       www.imu.iccs.gr



ACM 2010 International Conference on Supporting Group Work




               A Review of Patterns in Collaborative Work



                      Yiannis Verginadis
                      Nikos Papageorgiou
                      Dimitris Apostolou
                      Gregoris Mentzas

                      Information Management Unit
                      Institute of Communication and Computer Systems
                      National Technical University of Athens
Information Management Unit / ICCS of NTUA   www.imu.iccs.gr




  Overview of presentation

    Introduction

    Survey of Patterns Approaches

    Discussion

    Collaboration Patterns Assistant
Information Management Unit / ICCS of NTUA                www.imu.iccs.gr




Introduction

   Collaboration is a critical business function that demands skills
    and knowledge, spanning a wide range of domains (including
    social, business and technical domains).

   Due to the dynamic nature of Group Working environments, the
    reuse of segments of collaborative work (Collaboration Patterns)
    can constitute an advantage.

   With this Review, we try to evaluate and categorize relevant
    research and commercial pattern efforts in order to detect any
    shortcomings or possible improvements / new directions of research
    towards facilitating collaboration through patterns.
Information Management Unit / ICCS of NTUA                     www.imu.iccs.gr




Concept of Patterns
   the word Pattern has appeared almost entirely due to the work of
    Christopher Alexander in architecture.

   he defined a pattern as a “morphological law that explains how to
    design an artifact in order to solve a problem in a specific context”.
    [Alexander et al., 1977]

   the first notable publication in the context of software engineering
    was the book "Design Patterns: Elements of Reusable Object-
    Oriented Software" by the so-called Gang of Four [Gamma et al.,
    1995], that advanced the popularity of patterns in computer science.
Information Management Unit / ICCS of NTUA                  www.imu.iccs.gr




The Role of Patterns in Facilitating Collaboration
   Although organizations seem to invest increasingly in
    collaboration tools, they still lack knowledge on how to leverage
    such tools effectively.

   Collaborating partners may find the collaboration tools easy to
    operate, but they cannot typically use their full potential.
    Moreover, they cannot readily identify what the best collaboration
    practice is, when to embark on such a practice and how to
    facilitate it using available tools.

   To alleviate problems in collaborative work and to encourage the
    sustained use of collaboration tools in organizations, patterns have
    been exploited as models for repeatable processes for recurring
    high-value collaborative tasks.
Information Management Unit / ICCS of NTUA   www.imu.iccs.gr




  Overview of presentation

    Introduction

    Survey of Patterns Approaches

    Discussion

    Collaboration Patterns Assistant
Information Management Unit / ICCS of NTUA                                   www.imu.iccs.gr


Survey of Patterns Approaches Relevant to
Collaboration (1/2)
   Collaboration Patterns in Virtual Communities (CoP), (de Moor et
    al., 2006)
   Collaboration Engineering
        Thinklets, (Briggs, 2003), (Kolfschoten et al., 2006)
        Collaboration Patterns in Knowledge Management, (Qureshi et al., 2004)
   Event Patterns, (Chakravarty et al., 2008), (Barros & Singh, 2007),
    (Rapide, 1997)
   Workflow and Process Patterns
      Workflow Patterns, (van der Aalst et al.,2003, 2005)
      Patterns for Business Process Management, (Atwood, 2006)
      Patterns for Business Object Frameworks, (Barros et al., 2004)
      Patterns for Inter-Organisational Business Processes, (Norta et al., 2006),
       Grefen (2006)
      MIT Process Handbook Pattern Model, (Malone et al., 2003)
      Action Patterns in Business Process Models, (Smirnov et al., 2009)
   Activity Patterns, (IBM, 2005), (Geyer et al., 2006)
   Interaction Patterns
        Service Interaction Patterns, (Barros et al., 2005)
        Collaborative Interactive Applications Patterns, (Molina et al., 2006)
        Interaction Patterns from SNA, (Dustdar et al., 2007)
        Action Patterns in Virtual Collaboration, (Biuk-Aghai et al., 2005)
Information Management Unit / ICCS of NTUA                            www.imu.iccs.gr


Survey of Patterns Approaches Relevant to
Collaboration (2/2)
   Patterns for Collaborative Working Environments, (Pattberg and
    Flügge, 2007), (Eace, 2005)
   Knowledge Flow Patterns, (Sarnikar et al., 2007)
   e-Business Patterns (Zhao et al., 2007)
   CPats (Verginadis et al., 2009)
   Pattern Languages & Ontologies
       Pattern Neighbourhoods, ConEngine, (Arevalo et al., 2004)
       Pattern Language Mark-up Language (PLML), (Fincher et al., 2003)
       Patterns Relations in CoPE, (Schuemmer, 2003)
       GAMA, (Schuemmer and Lukosch, 2007)
       Task Pattern Markup Language, (Gaffar et al., 2004)
       Usability Patterns (Henninger and Ashokkumar, 2006)
       Business Function Object Patterns, (OMG, 2004)
Information Management Unit / ICCS of NTUA   www.imu.iccs.gr




  Overview of presentation

    Introduction

    Survey of Patterns Approaches

    Discussion

    Collaboration Patterns Assistant
Information Management Unit / ICCS of NTUA   www.imu.iccs.gr




Comparative Review of Pattern Efforts
Information Management Unit / ICCS of NTUA                                    www.imu.iccs.gr




 Characteristics Used for the Review (1/5)
 Model
     for portraying a formal or informal modeling mechanism for patterns
     We found that
            the majority of researchers and commercial developers use a structured
             descriptive mechanism (e.g.tabular format) for imprinting patterns,
            just three efforts use only text for describing patterns (i.e. Patterns for BOF),
            only six efforts present a complete model using a structured descriptive
             mechanism combined with an ontology (e.g. Cpats).
   Language
     for capturing the approach taken for encoding the description of
      patterns
     We found that
            five of the approaches examined do not provide a formal language (e.g.
             Thinklets)
            the majority introduces a formal language (e.g. Pattern Language Mark-up
             Language ) often based on an ontology (e.g. Activity Patterns),
            less than half of the approaches use a graphical notation to give a visual
             overview of the designed patterns (e.g. Business Function Object Patterns)
             to collaboration designers, facilitators and users.
Information Management Unit / ICCS of NTUA                                  www.imu.iccs.gr




Characteristics Used for the Review (2/5)
   Categorization
     for pattern approaches: based on pattern objective/function and based
      on pattern granularity
     We found that
            in most approaches categorization is based on collaboration objective or
             function (e.g. Collaboration Patterns in Virtual Communities),
            seven approaches present a categorization based on pattern granularity
             (e.g. Usability Patterns),
            just four approaches try to adopt both styles of categorization (e.g. Patterns
             for Collaborative Working Environments).
   Collaboration
     is a key consideration of our survey.
     We found that
            the majority of the examined approaches consider collaboration as their
             main focus; in some cases collaboration may even span across
             organizational boundaries,
            nine of them are considered to be able to support collaborations (e.g.
             Workflow Patterns) but have not been motivated by the collaboration needs
             at least in their early phases of their work.
Information Management Unit / ICCS of NTUA                              www.imu.iccs.gr




Characteristics Used for the Review (3/5)
   Interaction
     to depict whether an approach supports human tasks, services or both.
     We found that
            most of the examined approaches focus on patterns on a service interaction
             level (e.g. Service Interaction Patterns),
            seven approaches focus on human-to-human interaction (e.g. Patterns in
             CoPE) without taking under consideration the services that may be involved
             in a collaborative work,
            only six approaches try to cover human and service interactions
             simultaneously (e.g. e-Business Patterns) in an effort to establish a
             complete supporting mechanism for facilitating both humans and services in
             the context of collaboration.
   Target User
     to focus on the actual beneficiary of the pattern
     We found that
            the focus of the majority of the approaches is on the designer or the
             facilitator of the collaboration (e.g. Patterns for Inter-Organisational
             Business Processes),
            only five of the pattern approaches that were examined, focus both on the
             designer and the participant (e.g. CPats).
Information Management Unit / ICCS of NTUA                                  www.imu.iccs.gr




Characteristics Used for the Review (4/5)

   Contribution
       in order to portray the vision on how patterns should be used.
       We found that
            The majority of efforts aim to support pattern mining as ‘guide of best
             practices’ or as comparative elements between the design and the actual
             collaborative work (e.g. MIT Process Handbook),
            Only five approaches involve patterns that can actually be executed by
             some kind of engine (e.g. Workflow Patterns, CPats).
   Distribution
       to capture the boundaries of collaboration.
            most approaches cover interactions or collaborations that are located both
             inside a group or an organization and can also span these limited
             boundaries (e.g. Activity Patterns),
            just five efforts are focused mainly on intra-organisational/group interactions
             (e.g. Patterns in CoPE).
Information Management Unit / ICCS of NTUA                               www.imu.iccs.gr




 Characteristics Used for the Review (5/5)
 Knowledge
     to position efforts based on their focus to acquire, distribute and
      manage knowledge based aspects of collaboration (e.g. knowledge
      flows, knowledge artefacts) with the use of patterns.
     We found that
            one third of the examined approaches (e.g. Cpats) is able to capture
             knowledge related to collaborations,
            one third can support aspects of knowledge based collaborations (but it was
             not their main focus) ,
            the remaining one third cannot integrate knowledge elements in their
             approach (e.g. Service Interaction Patterns).
   Event-Aware
       for capturing whether the approach can be aware of the
        collaboration state by means of event detection and processing
       We found that
            the majority of approaches do not provide an event-aware
             mechanism,
            only four of them take under consideration the change of states in
             order to recommend or detect a pattern (e.g. CPats).
Information Management Unit / ICCS of NTUA                       www.imu.iccs.gr




Results (1/2)




   We have detected two broad dimensions of work in existing
    efforts.
     The first dimension distinguishes between approaches that
      detect/mine patterns in order to identify differentiations from
      established best practices and propose corrective actions, mainly to the
      designer/facilitator, and approaches that aim to directly assist
      participants.
     The second dimension distinguishes between approaches that require
      manual intervention in order to be operable and ones that can provide
      automatic support to participants.
Information Management Unit / ICCS of NTUA                             www.imu.iccs.gr




Results (2/2)

    We argue on shifting the attention towards
         directly assisting participants in automatic ways and
          developing new tools that can proactively recommend
          corrective actions in ongoing collaborations.
         ontological structures of collaboration patterns that will:
              allow the specification of sound and complete conceptual
               models
              enable the processing of rich social interactions and facilitate
               additional functionalities, such as mining and recommendation of
               appropriate collaboration tasks
                   to allow the full exploitation potential of the social semantic web
Information Management Unit / ICCS of NTUA   www.imu.iccs.gr




  Overview of presentation

    Introduction

    Survey of Patterns Approaches

    Discussion

    Collaboration Patterns Assistant
Information Management Unit / ICCS of NTUA        www.imu.iccs.gr




Collaboration Patterns (CPats)
   For a solid and unambiguous description of Collaboration
    Patterns, we present a model that captures the important
    aspects of a CPat.
The CollaborationICCS of NTUA Assistant
  Information Management Unit /
                                Patterns   www.imu.iccs.gr
Information Management Unit / ICCS of NTUA   www.imu.iccs.gr




CPA’s Technical Implementation
Information Management Unit / ICCS of NTUA                               www.imu.iccs.gr



CPA Screenshots
                       CPats the User
                       Selected to
                       Participate in

                                             Events Related
                                             to All the Active
                                             CPats of a VO
                      According to the
                      Assignments by                      Main CPA Area for:
                      the CPat Initiator                  Collaboration (based on
                                                          Actionlist or Wf), CPat
                                                          Configuration, CPat
                      According to the                    Details
                      Collaboration State
                                      Collaboration
                      (Pre-Conditions &
                      Triggers)       Activities Pending for
                                      a Specific Participant
                                      per CPat
Information Management Unit / ICCS of NTUA      www.imu.iccs.gr




              Thank you for your attention!!!

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A Review of Patterns in Collaborative Work

  • 1. Information Management Unit / ICCS of NTUA www.imu.iccs.gr ACM 2010 International Conference on Supporting Group Work A Review of Patterns in Collaborative Work Yiannis Verginadis Nikos Papageorgiou Dimitris Apostolou Gregoris Mentzas Information Management Unit Institute of Communication and Computer Systems National Technical University of Athens
  • 2. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Overview of presentation  Introduction  Survey of Patterns Approaches  Discussion  Collaboration Patterns Assistant
  • 3. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Introduction  Collaboration is a critical business function that demands skills and knowledge, spanning a wide range of domains (including social, business and technical domains).  Due to the dynamic nature of Group Working environments, the reuse of segments of collaborative work (Collaboration Patterns) can constitute an advantage.  With this Review, we try to evaluate and categorize relevant research and commercial pattern efforts in order to detect any shortcomings or possible improvements / new directions of research towards facilitating collaboration through patterns.
  • 4. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Concept of Patterns  the word Pattern has appeared almost entirely due to the work of Christopher Alexander in architecture.  he defined a pattern as a “morphological law that explains how to design an artifact in order to solve a problem in a specific context”. [Alexander et al., 1977]  the first notable publication in the context of software engineering was the book "Design Patterns: Elements of Reusable Object- Oriented Software" by the so-called Gang of Four [Gamma et al., 1995], that advanced the popularity of patterns in computer science.
  • 5. Information Management Unit / ICCS of NTUA www.imu.iccs.gr The Role of Patterns in Facilitating Collaboration  Although organizations seem to invest increasingly in collaboration tools, they still lack knowledge on how to leverage such tools effectively.  Collaborating partners may find the collaboration tools easy to operate, but they cannot typically use their full potential. Moreover, they cannot readily identify what the best collaboration practice is, when to embark on such a practice and how to facilitate it using available tools.  To alleviate problems in collaborative work and to encourage the sustained use of collaboration tools in organizations, patterns have been exploited as models for repeatable processes for recurring high-value collaborative tasks.
  • 6. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Overview of presentation  Introduction  Survey of Patterns Approaches  Discussion  Collaboration Patterns Assistant
  • 7. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Survey of Patterns Approaches Relevant to Collaboration (1/2)  Collaboration Patterns in Virtual Communities (CoP), (de Moor et al., 2006)  Collaboration Engineering  Thinklets, (Briggs, 2003), (Kolfschoten et al., 2006)  Collaboration Patterns in Knowledge Management, (Qureshi et al., 2004)  Event Patterns, (Chakravarty et al., 2008), (Barros & Singh, 2007), (Rapide, 1997)  Workflow and Process Patterns  Workflow Patterns, (van der Aalst et al.,2003, 2005)  Patterns for Business Process Management, (Atwood, 2006)  Patterns for Business Object Frameworks, (Barros et al., 2004)  Patterns for Inter-Organisational Business Processes, (Norta et al., 2006), Grefen (2006)  MIT Process Handbook Pattern Model, (Malone et al., 2003)  Action Patterns in Business Process Models, (Smirnov et al., 2009)  Activity Patterns, (IBM, 2005), (Geyer et al., 2006)  Interaction Patterns  Service Interaction Patterns, (Barros et al., 2005)  Collaborative Interactive Applications Patterns, (Molina et al., 2006)  Interaction Patterns from SNA, (Dustdar et al., 2007)  Action Patterns in Virtual Collaboration, (Biuk-Aghai et al., 2005)
  • 8. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Survey of Patterns Approaches Relevant to Collaboration (2/2)  Patterns for Collaborative Working Environments, (Pattberg and Flügge, 2007), (Eace, 2005)  Knowledge Flow Patterns, (Sarnikar et al., 2007)  e-Business Patterns (Zhao et al., 2007)  CPats (Verginadis et al., 2009)  Pattern Languages & Ontologies  Pattern Neighbourhoods, ConEngine, (Arevalo et al., 2004)  Pattern Language Mark-up Language (PLML), (Fincher et al., 2003)  Patterns Relations in CoPE, (Schuemmer, 2003)  GAMA, (Schuemmer and Lukosch, 2007)  Task Pattern Markup Language, (Gaffar et al., 2004)  Usability Patterns (Henninger and Ashokkumar, 2006)  Business Function Object Patterns, (OMG, 2004)
  • 9. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Overview of presentation  Introduction  Survey of Patterns Approaches  Discussion  Collaboration Patterns Assistant
  • 10. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Comparative Review of Pattern Efforts
  • 11. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Characteristics Used for the Review (1/5)  Model  for portraying a formal or informal modeling mechanism for patterns  We found that  the majority of researchers and commercial developers use a structured descriptive mechanism (e.g.tabular format) for imprinting patterns,  just three efforts use only text for describing patterns (i.e. Patterns for BOF),  only six efforts present a complete model using a structured descriptive mechanism combined with an ontology (e.g. Cpats).  Language  for capturing the approach taken for encoding the description of patterns  We found that  five of the approaches examined do not provide a formal language (e.g. Thinklets)  the majority introduces a formal language (e.g. Pattern Language Mark-up Language ) often based on an ontology (e.g. Activity Patterns),  less than half of the approaches use a graphical notation to give a visual overview of the designed patterns (e.g. Business Function Object Patterns) to collaboration designers, facilitators and users.
  • 12. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Characteristics Used for the Review (2/5)  Categorization  for pattern approaches: based on pattern objective/function and based on pattern granularity  We found that  in most approaches categorization is based on collaboration objective or function (e.g. Collaboration Patterns in Virtual Communities),  seven approaches present a categorization based on pattern granularity (e.g. Usability Patterns),  just four approaches try to adopt both styles of categorization (e.g. Patterns for Collaborative Working Environments).  Collaboration  is a key consideration of our survey.  We found that  the majority of the examined approaches consider collaboration as their main focus; in some cases collaboration may even span across organizational boundaries,  nine of them are considered to be able to support collaborations (e.g. Workflow Patterns) but have not been motivated by the collaboration needs at least in their early phases of their work.
  • 13. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Characteristics Used for the Review (3/5)  Interaction  to depict whether an approach supports human tasks, services or both.  We found that  most of the examined approaches focus on patterns on a service interaction level (e.g. Service Interaction Patterns),  seven approaches focus on human-to-human interaction (e.g. Patterns in CoPE) without taking under consideration the services that may be involved in a collaborative work,  only six approaches try to cover human and service interactions simultaneously (e.g. e-Business Patterns) in an effort to establish a complete supporting mechanism for facilitating both humans and services in the context of collaboration.  Target User  to focus on the actual beneficiary of the pattern  We found that  the focus of the majority of the approaches is on the designer or the facilitator of the collaboration (e.g. Patterns for Inter-Organisational Business Processes),  only five of the pattern approaches that were examined, focus both on the designer and the participant (e.g. CPats).
  • 14. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Characteristics Used for the Review (4/5)  Contribution  in order to portray the vision on how patterns should be used.  We found that  The majority of efforts aim to support pattern mining as ‘guide of best practices’ or as comparative elements between the design and the actual collaborative work (e.g. MIT Process Handbook),  Only five approaches involve patterns that can actually be executed by some kind of engine (e.g. Workflow Patterns, CPats).  Distribution  to capture the boundaries of collaboration.  most approaches cover interactions or collaborations that are located both inside a group or an organization and can also span these limited boundaries (e.g. Activity Patterns),  just five efforts are focused mainly on intra-organisational/group interactions (e.g. Patterns in CoPE).
  • 15. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Characteristics Used for the Review (5/5)  Knowledge  to position efforts based on their focus to acquire, distribute and manage knowledge based aspects of collaboration (e.g. knowledge flows, knowledge artefacts) with the use of patterns.  We found that  one third of the examined approaches (e.g. Cpats) is able to capture knowledge related to collaborations,  one third can support aspects of knowledge based collaborations (but it was not their main focus) ,  the remaining one third cannot integrate knowledge elements in their approach (e.g. Service Interaction Patterns).  Event-Aware  for capturing whether the approach can be aware of the collaboration state by means of event detection and processing  We found that  the majority of approaches do not provide an event-aware mechanism,  only four of them take under consideration the change of states in order to recommend or detect a pattern (e.g. CPats).
  • 16. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Results (1/2)  We have detected two broad dimensions of work in existing efforts.  The first dimension distinguishes between approaches that detect/mine patterns in order to identify differentiations from established best practices and propose corrective actions, mainly to the designer/facilitator, and approaches that aim to directly assist participants.  The second dimension distinguishes between approaches that require manual intervention in order to be operable and ones that can provide automatic support to participants.
  • 17. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Results (2/2)  We argue on shifting the attention towards  directly assisting participants in automatic ways and developing new tools that can proactively recommend corrective actions in ongoing collaborations.  ontological structures of collaboration patterns that will:  allow the specification of sound and complete conceptual models  enable the processing of rich social interactions and facilitate additional functionalities, such as mining and recommendation of appropriate collaboration tasks  to allow the full exploitation potential of the social semantic web
  • 18. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Overview of presentation  Introduction  Survey of Patterns Approaches  Discussion  Collaboration Patterns Assistant
  • 19. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Collaboration Patterns (CPats)  For a solid and unambiguous description of Collaboration Patterns, we present a model that captures the important aspects of a CPat.
  • 20. The CollaborationICCS of NTUA Assistant Information Management Unit / Patterns www.imu.iccs.gr
  • 21. Information Management Unit / ICCS of NTUA www.imu.iccs.gr CPA’s Technical Implementation
  • 22. Information Management Unit / ICCS of NTUA www.imu.iccs.gr CPA Screenshots CPats the User Selected to Participate in Events Related to All the Active CPats of a VO According to the Assignments by Main CPA Area for: the CPat Initiator Collaboration (based on Actionlist or Wf), CPat Configuration, CPat According to the Details Collaboration State Collaboration (Pre-Conditions & Triggers) Activities Pending for a Specific Participant per CPat
  • 23. Information Management Unit / ICCS of NTUA www.imu.iccs.gr Thank you for your attention!!!