Ontology Based Repository for Specifying Investment Advisory Services as a Knowledge Product

This paper presents a repository for the product design of investment advice in wealth management using an ontology-based knowledge representation and service marketing methods; the repository is exemplified through a prototype implemented in Protégé. The aims of the repository are: (1) to support the specification of investment advisory services as knowledge products based on service modules, (2) to enable a solution-oriented product strategy serving behavioral customer segments and to facilitate external communications about service characteristics, (3) to foster a common ground for the internal communication between marketing experts and investment advisors, and for this purpose (4) to provide a visual representation of investment advisory services with service blueprints for a collaborative product specification. The specification of investment advice uses service modules, which combine investment process and advisory process for representing both the financial know-how and the interaction between customer and advisor. Consequently marketers can model and analyze the core features of investment advice. The repository supports the success factors for the service to be designed, being a differentiated product, the overall quality of the service, product fit, internal marketing and the use of technology. Recognizing investment advice as a knowledge product permits the transformation of advisory support systems into a shared knowledge base

STELLAR (Semantic Technologies Enhancing the Lifecycle of Learning Resources): Jisc Final Report

[Project Summary] As one of the earliest distance learning providers The Open University (OU) has a rich heritage of archived learning materials. An ever increasing amount of that is in digital form and is being deposited with the University Archive. This growth has been driven by digitisation activity from projects such as AVA (Access to Video Assets) and the Fedora-based Open University Digital Library ‘a place to discover digital and digitised archival content from the OU Library, from videos and images to digitised documents’. Other digital content is being captured from web archiving activities, such as work to preserve Moodle Virtual Learning Environment course websites. An evidence based understanding is required to inform digital preservation policies, curation strategy and investment in digital library development. Following the Pre-enhancement, Enhancement and Post-enhancement methodology set out by Jisc, STELLAR adopted the model of a balanced scorecard to ascertain the value ascribed to the non-current learning materials. Four aspects were considered: Personal and professional perspectives of value; Value to the Higher Educational and academic communities; Value to internal processes and cultures; Financial perspectives of value. The outcomes of the survey indicated that stakeholders place a high value on the materials, and that they perceived them to have value in all areas evaluated. Three OU courses were chosen from the digital library for the transformation stage. These materials were enhanced and transformed into RDF, a process that required more extensive metadata expertise and effort than was expected. Following enhancement the RDF was accessed through a tool called DiscOU, created by a member of the project team from the OU’s Knowledge Media Institute. DiscOU uses both linked data and a semantic meaning engine to analyse the meaning of the text in a search query. This is matched against the meaning of the content derived from an index of the full-text of the digital library content. In the final stage stakeholders were asked through a survey and series of workshops to use the DiscOU proof-of-concept tool to assess their perception of the value of this transformation. This has revealed that overall, academics and other stakeholders in the university do believe that the value of the selected materials was positively impacted by the application of semantic technologies

CHORUS Deliverable 2.2: Second report - identification of multi-disciplinary key issues for gap analysis toward EU multimedia search engines roadmap

After addressing the state-of-the-art during the first year of Chorus and establishing the existing landscape in multimedia search engines, we have identified and analyzed gaps within European research effort during our second year. In this period we focused on three directions, notably technological issues, user-centred issues and use-cases and socio- economic and legal aspects. These were assessed by two central studies: firstly, a concerted vision of functional breakdown of generic multimedia search engine, and secondly, a representative use-cases descriptions with the related discussion on requirement for technological challenges. Both studies have been carried out in cooperation and consultation with the community at large through EC concertation meetings (multimedia search engines cluster), several meetings with our Think-Tank, presentations in international conferences, and surveys addressed to EU projects coordinators as well as National initiatives coordinators. Based on the obtained feedback we identified two types of gaps, namely core technological gaps that involve research challenges, and “enablers”, which are not necessarily technical research challenges, but have impact on innovation progress. New socio-economic trends are presented as well as emerging legal challenges

Proceedings ICPW'07: 2nd International Conference on the Pragmatic Web, 22-23 Oct. 2007, Tilburg: NL

Proceedings ICPW'07: 2nd International Conference on the Pragmatic Web, 22-23 Oct. 2007, Tilburg: N

A Reference Architecture for Service Lifecycle Management – Construction and Application to Designing and Analyzing IT Support

Service-orientation and the underlying concept of service-oriented architectures are a means to successfully address the need for flexibility and interoperability of software applications, which in turn leads to improved IT support of business processes. With a growing level of diffusion, sophistication and maturity, the number of services and interdependencies is gradually rising. This increasingly requires companies to implement a systematic management of services along their entire lifecycle. Service lifecycle management (SLM), i.e., the management of services from the initiating idea to their disposal, is becoming a crucial success factor. Not surprisingly, the academic and practice communities increasingly postulate comprehensive IT support for SLM to counteract the inherent complexity. The topic is still in its infancy, with no comprehensive models available that help evaluating and designing IT support in SLM. This thesis presents a reference architecture for SLM and applies it to the evaluation and designing of SLM IT support in companies. The artifact, which largely resulted from consortium research efforts, draws from an extensive analysis of existing SLM applications, case studies, focus group discussions, bilateral interviews and existing literature. Formal procedure models and a configuration terminology allow adapting and applying the reference architecture to a company’s individual setting. Corresponding usage examples prove its applicability and demonstrate the arising benefits within various SLM IT support design and evaluation tasks. A statistical analysis of the knowledge embodied within the reference data leads to novel, highly significant findings. For example, contemporary standard applications do not yet emphasize the lifecycle concept but rather tend to focus on small parts of the lifecycle, especially on service operation. This forces user companies either into a best-of-breed or a custom-development strategy if they are to implement integrated IT support for their SLM activities. SLM software vendors and internal software development units need to undergo a paradigm shift in order to better reflect the numerous interdependencies and increasing intertwining within services’ lifecycles. The SLM architecture is a first step towards achieving this goal.:Content Overview List of Figures....................................................................................... xi List of Tables ...................................................................................... xiv List of Abbreviations.......................................................................xviii 1 Introduction .................................................................................... 1 2 Foundations ................................................................................... 13 3 Architecture Structure and Strategy Layer .............................. 57 4 Process Layer ................................................................................ 75 5 Information Systems Layer ....................................................... 103 6 Architecture Application and Extension ................................. 137 7 Results, Evaluation and Outlook .............................................. 195 Appendix ..........................................................................................203 References .......................................................................................... 463 Curriculum Vitae.............................................................................. 498 Bibliographic Data............................................................................ 49

Semantic discovery and reuse of business process patterns

Patterns currently play an important role in modern information systems (IS) development and their use has mainly been restricted to the design and implementation phases of the development lifecycle. Given the increasing significance of business modelling in IS development, patterns have the potential of providing a viable solution for promoting reusability of recurrent generalized models in the very early stages of development. As a statement of research-in-progress this paper focuses on business process patterns and proposes an initial methodological framework for the discovery and reuse of business process patterns within the IS development lifecycle. The framework borrows ideas from the domain engineering literature and proposes the use of semantics to drive both the discovery of patterns as well as their reuse