A Framework for Formal Modeling and Analysis of Organizations

A new, formal, role-based, framework for modeling and analyzing both real world and artificial organizations is introduced. It exploits static and dynamic properties of the organizational model and includes the (frequently ignored) environment. The transition is described from a generic framework of an organization to its deployed model and to the actual agent allocation. For verification and validation of the proposed model, a set of dedicated techniques is introduced. Moreover, where most computational models can handle only two or three layered organizational structures, our framework can handle any arbitrary number of organizational layers. Henceforth, real-world organizations can be modeled and analyzed, as illustrated by a case study, within the DEAL project line. © Springer Science+Business Media, LLC 2007

Process-Oriented Organization Modeling and Analysis Based on Constraints

This paper presents a formal framework for process-oriented modeling and analysis of organizations. The high expressivity of a sorted predicate logic language Lpr used for specification allows representing a wide range of process-related concepts (e.g., tasks, processes, resources), their characteristics and relations over them, which are described in the paper. Furthermore, every organization is characterized by a set of structural and behavioral constraints, which are classified in this paper. In the proposed framework these constraints form a logical theory Tpr in Lpr, i.e. a set of formulae in Lpr. A process-oriented model is correct iff it satisfies Tpr. The techniques for establishing correctness are implemented and described in the paper. The introduced framework is a part of a general framework for organization modeling and analysis

An integrated modeling framework for infrastructure system-of-systems simulation

Design of future hard infrastructure must consider emergent behaviors from cross-system interdependencies. Understanding these interdependencies is challenging due to high levels of integration in high-performance systems and their operation as a collaborative system-of-systems managed by multiple organizations. Existing modeling frameworks have limitations for strategic planning either because important spatial structure attributes have been abstracted out or behavioral models are oriented to shorter-term analysis with a static network structure. This paper presents a formal modeling framework as a first step to integrating infrastructure system models in a system-of-systems simulation addressing these concerns. First, a graph-theoretic structural framework captures the spatial dimension of physical infrastructure. An element's simulation state includes location, parent, resource contents, and operational state properties. Second, a functional behavioral framework captures the temporal dimension of infrastructure operations at a level suitable for strategic analysis. Resource behaviors determine the flow of resources into or out of nodes and element behaviors modify other state including the network structure. Two application use cases illustrate the usefulness of the modeling framework in varying contexts. The first case applies the framework to future space exploration infrastructure with an emphasis on mobile system elements and discrete resource flows. The second case applies the framework to infrastructure investment in Saudi Arabia with an emphasis on immobile system elements aggregated at the city level and continuous resource flows. Finally, conclusions present future work planned for implementing the framework in a simulation software tool.American Society for Engineering Education. National Defense Science and Engineering Graduate Fellowshi

Modeling and Simulating Moral Emotions in Organizations: exploring its impact on collaboration

International audienceThe paper presents how moral sensitivity and emotions are modeled in organizational setting by using the SocLab formal framework. Additionally simulation results, including an interesting tendency for a Free Rider model, will be given. SocLab is a platform for the modeling, simulation and analysis of cooperation relationships within social organizations - and more generally Sys-tems of Organized Action. Taking into account the fact that decision-making processes are not merely driven by instrumental interest, the SocLab learning simulation algorithm has been extended to represent moral sensitivity, so actors can prevent bad emotions and search for good emotions. To this end, a moral sensitivity parameter has been introduced in the algorithm to equip virtual ac-tors with moral and emotional behaviour

Local institutions and Natural Resource Management

As researchers and policy-makers confront the challenges of and opportunities for improving natural resource management, increasing attention is being given to the dynamics of coupled natural-human systems. Interdisciplinary study of these coupled systems has generated considerable research and management innovations. Among these are more intensive research of the emergence and behavior of local institutions and consideration of the potential for voluntary and/or collaborative approaches to supplement conventional natural resource policy and management approaches. Front and center in this line of research are studies of local institutional responses to common pool resource management issues. Over time, this productive line of research is encouraging greater integration of insights across social science fields and identification of systematic patterns in research findings. Responding to such encouragement, this research blends insights from collective action theory, institutional rational choice and the institutional analysis and development (IAD) framework to investigate the distribution and success of resource-based organizations. Moreover, our research makes a unique contribution to this literature by considering the spatial aspects of these institutions' formation, behavior and success. Lake associations are an interesting class of resource-based organizations. These local, lake-centered institutions strive to address management issues using informal and voluntary strategies. Lake associations are most common in lake-rich states, including Minnesota, Michigan, Wisconsin, New York, New Hampshire and Maine. The objectives of these groups vary from narrow (private road maintenance) to broad (watershed health). These organizations allow for lake-centered boundaries including multiple jurisdictions, provide a voice to seasonal property owners, and resolve some issues related to coordination, property rights, and transaction costs. The numerous and diverse lake associations of Maine are the focus of our empirical work. The primary research objective of this analysis is to develop an integrated empirical modeling framework of lake association presence and lake management success. To fulfill this objective, we examined the relative performance of empirical econometric models that ignore and address potential sample selection bias. Because we only observe measures of lake association management success on lakes that have a lake association, the sample is non-random. In our empirical work, entry into the lake association management success sample is further complicated by our reliance on survey data to describe management behavior and performance. A broad secondary research objective is to continue exploring the extent to which the Institutional Development Analysis (IAD) framework can be used to explain the distribution and behavior of Maine lake associations. We assembled an extensive spatial database describing natural and human features of 2,602 Maine lakes (Maine's great ponds; > 10 acres in size) to support this analysis. We integrated this extensive database with a smaller survey-based database describing lake association behavior and natural resource management success. Data describing the distribution and success of lake associations were drawn from non-government organization, federal and state agency databases and primary survey data collected to describe social and economic characteristics of Maine lakes. We captured additional lake and association attributes by manipulating various state and federal GIS databases and creating primary spatial databases. Results to date reveal support for the IAD theoretical framework in describing factors influencing the presence of lake associations. These results offer guidance on how to better integrate the informal approaches of local institutions with more formal, regional government-based management approaches. By understanding where local institutions are likely to form and what issues they are best suited to address, state and federal government agencies can better work with local organizations to address the complexities of natural resource management. Results explaining variation in natural resource management success and the potential gains from an integrated model of presence and success are less robust and are constrained by limited available data describing management behavior and success.local institutions, natural resource management, institutional economics, lake associations, Resource /Energy Economics and Policy,

Publicly funded home care for older people in Ireland: Determinants of utilisation and policy implications

Background: The majority of older people are independent and self caring. When long-term care is required this is provided across a range of community and residential settings including the older person’s own home. Policy direction and the preference of older people are directed towards supporting older people to remain living in their homes for as long as possible. The majority of home care is provided informally by unpaid carers with a smaller proportion provided formally by paid carers. Formal care is predominantly publicly financed but may be delivered by public, private and not-for-profit organizations. The aim of this study was to identify the determinants of formal home care utilisation amongst community living older people in Ireland. Methodology: The study was cross-sectional in design using data from The Irish Longitudinal Study on Ageing (TILDA). Respondents were interviewed between 2009 and 2011; the response rate was 62%. The behavioural model of health service utilisation provided a framework for the analysis (Aday and Andersen, 1974). Results: Multivariable logistic regression revealed a wide range of factors which predict service utilisation. The strongest determinant of formal home care utilisation was self-reported difficulty with instrumental activities of daily living, followed by older age and living alone. Conclusions: The research provides a population based profile of the characteristics of older adults utilising formal home care services provided by the State. Policy implications include the need for a whole system perspective including standardized access and assessment procedures across the system and a shift in orientation away from domestic care towards greater provision of personal care at home. This study identifies a need to consider home care utilisation in older adults who self-report no limitations in either activities of daily living (ADL) or instrumental activities of daily living (IADL) when modeling the demand for home care in the future

Collective performance: modeling the interaction of habit-based actions

Recurring patterns of action are essential in our efforts to explain central properties of business firms and other organizations. However, the development of systematic theory has been hampered by the difficulty of adequately specifying foundational assumptions. We address this problem by defining a concept of collective performance, which brings together a range of recurring organizational action patterns that have been studied under labels such as “routine,” “practice,” standard operating procedure, or “genre of action.” All these forms of organizational action are based on human habit to a significant degree. We propose a conceptual framework for such habit-based organizational action patterns. The framework is a set of core principles and desirable model properties that can serve as a guide in the development of formal models of collective performance. It provides micro-foundations for the modeling of collective performance that are aligned with contemporary developments in psychology. Finally, we present a series of examples, developed in Supplementary Materials, that shows how our framework leads to new classes of formal models that can aid the analysis of collective performance

Knowledge formalization in experience feedback processes : an ontology-based approach

Because of the current trend of integration and interoperability of industrial systems, their size and complexity continue to grow making it more difficult to analyze, to understand and to solve the problems that happen in their organizations. Continuous improvement methodologies are powerful tools in order to understand and to solve problems, to control the effects of changes and finally to capitalize knowledge about changes and improvements. These tools involve suitably represent knowledge relating to the concerned system. Consequently, knowledge management (KM) is an increasingly important source of competitive advantage for organizations. Particularly, the capitalization and sharing of knowledge resulting from experience feedback are elements which play an essential role in the continuous improvement of industrial activities. In this paper, the contribution deals with semantic interoperability and relates to the structuring and the formalization of an experience feedback (EF) process aiming at transforming information or understanding gained by experience into explicit knowledge. The reuse of such knowledge has proved to have significant impact on achieving themissions of companies. However, the means of describing the knowledge objects of an experience generally remain informal. Based on an experience feedback process model and conceptual graphs, this paper takes domain ontology as a framework for the clarification of explicit knowledge and know-how, the aim of which is to get lessons learned descriptions that are significant, correct and applicable

Towards a Formal Model of Privacy-Sensitive Dynamic Coalitions

The concept of dynamic coalitions (also virtual organizations) describes the temporary interconnection of autonomous agents, who share information or resources in order to achieve a common goal. Through modern technologies these coalitions may form across company, organization and system borders. Therefor questions of access control and security are of vital significance for the architectures supporting these coalitions. In this paper, we present our first steps to reach a formal framework for modeling and verifying the design of privacy-sensitive dynamic coalition infrastructures and their processes. In order to do so we extend existing dynamic coalition modeling approaches with an access-control-concept, which manages access to information through policies. Furthermore we regard the processes underlying these coalitions and present first works in formalizing these processes. As a result of the present paper we illustrate the usefulness of the Abstract State Machine (ASM) method for this task. We demonstrate a formal treatment of privacy-sensitive dynamic coalitions by two example ASMs which model certain access control situations. A logical consideration of these ASMs can lead to a better understanding and a verification of the ASMs according to the aspired specification.Comment: In Proceedings FAVO 2011, arXiv:1204.579