large process models and process model collections ... · large process models and process model...

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Manfred Reichert, Barbara Weber, Victoria Torres Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber Victoria Torres Manfred Reichert

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Page 1: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Manfred Reichert, Barbara Weber, Victoria Torres

Large Process Models and Process Model Collections: - Challenges, Methods, Technologies -

Barbara Weber Victoria Torres Manfred Reichert

Page 2: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Presenters

Barbara Weber [email protected] University of Innsbruck

Manfred Reichert [email protected] University of Ulm

Victoria Torres [email protected] Polytechnic University of Valencia

Page 3: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Agenda

Challenges & Basic Notions

Part I: Large Process Models

Part II: Large Process Model Collections

Part III: Large Process Structures

References

Page 4: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

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Large Process Models – An Example!

Page 5: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

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Page 6: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Model

Process model

Node

Activity Event Control connector

Control edge

Data object

Atomic activity Complex activity Resource

Operation

contains

connect

is a is a is a

executes

contains

is a is a

input

output

contains

describes

Page 7: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process model

Node

Activity Event Control connector

Control edge

Data object

Atomic activity Complex activity Resource

Operation

contains

connect

is a is a is a

executes

contains

is a is a

input

output

contains

describes

operational

structural Process Model

Page 8: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process model

Node

Activity Event Control connector

Control edge

Data object

Atomic activity Complex activity Resource

Operation

contains

connect

is a is a is a

executes

contains

is a is a

input

output

contains

describes

operational

structural Process Model

Page 9: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process model

Node

Activity Event Control connector

Control edge

Data object

Atomic activity Complex activity Resource

Operation

contains

connect

is a is a is a

executes

contains

is a is a

input

output

contains

describes

operational

structural Process Model

Page 10: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process model

Node

Activity Event Control connector

Control edge

Data object

Atomic activity Complex activity Resource

Operation

contains

connect

is a is a is a

executes

contains

is a is a

input

output

contains

describes

operational

structural Process Model

Page 11: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process model

Node

Activity Event Control connector

Control edge

Data object

Atomic activity Complex activity Resource

Operation

contains

connect

is a is a is a

executes

contains

is a is a

input

output

contains

describes

operational

structural Process Model

Page 12: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process model

Node

Activity Event Control connector

Control edge

Data object

Atomic activity Complex activity Resource

Operation

contains

connect

is a is a is a

executes

contains

is a

input

output

contains

describes

operational

structural Process Model

is a

Page 13: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Model Collections

Page 14: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Model Collections

Sets of process models – Sharing goals

• Collections of process model variants – Targeted at different stakeholders

• Collections of process model user views – Described at different abstraction levels

• Collections of process model at different level of detail – Dealing with process model evolution

• Collections of process model versions – Stored within the same repository

• Collections of enterprise process models

Page 15: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

--

15

Process Structures

Page 16: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

System

Komponente Komponente Komponente

System

Gesamtsystem

SoftwareModultest

SoftwareDesign

Software Implementierung

KomponentenSpezifikation

KomponentenTest

SystemSpezifikation

SystemIntegration

SystemEntwurf

FahrzeugErprobung

Testfälle

Testfälle

Testfälle

Testfälle

Process Structures

Page 17: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Lifecycle Phases

Page 18: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Lifecycle Phases

Analysis & Design – BP identification and modelling

• Based on domain requirements • BP Modelling notation and languages

– Validation & Verification • Simulation techniques support Validation

» Resulting artefact: BP model

» Fostering communication between different stakeholders

Page 19: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Lifecycle Phases

Configuration – Implementation of BP models – Implementation platform has to be chosen – BP model preparation for enactment

• Interaction with the enterprise eco-system – users & existing systems

• Tests to check desired behaviour

» Resulting artefact: Ready-to-enact BP model

Page 20: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Lifecycle Phases

Enactment – BP instance execution

• Guaranteeing BP model constraints compliance – Monitoring & Visualizing techniques

• Allow discovering the status of active BP cases

» Resulting artefacts: » Business Process instances » Execution logs

Page 21: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Lifecycle Phases

Diagnosis – Analysis of execution logs

• Identification of poor quality designs – Fragments that are not used at all

• Identification of problems regarding execution environment adaptation

» Resulting artefact: Process model and configuration changes report

Page 22: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Lifecycle Phases

Evolution – Application of changes to BP models based on

• New requirements • Improvement opportunities

» Resulting artefact: BP Model more accurate to the BP and its environment

Page 23: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Agenda

Challenges & Basic Notions

Part I: Large Process Models

Part II: Large Process Model Collections

Part III: Large Process Structures

References

Page 24: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Challenge: Large Process Models

Challenge: Understanding process models of large size

Page 25: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Typical Quality Problems Process Model Smells

Process Model Smells PMS1: Non-intention Revealing Naming of Activities / Process Model

PMS2: Contrived Complexity

PMS3: Redundant Process Fragment

PMS4: Large Process Models

PMS5: Lazy Process Models

PMS6: Unused Branches

PMS7: Frequently Occurring Instance Changes

PMS8: Frequently Occurring Variant Changes

(Weber and Reichert 2008, Weber et al. 2011)

Page 26: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Refactoring Large Process Models

Identification of Process Model Smells

Application of Refactoring Techniques

Page 27: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

RF1: Rename Activity

RF2: Rename Process Schema

RF3: Substitute Process Fragment

RF4: Extract Process Fragment

RF5: Replace Process Fragment by Reference

RF6: Inline Process Fragment

RF7: Re-label Collection

RF8: Remove Redundancies

Refactoring Techniques

Process Model Refactorings

(Weber and Reichert 2008, Weber et al. 2011)

Page 28: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Labeling of Process Models

PMS1. Non intention revealing naming of activities / process models

– Ambiguous or non intention revealing labels

– Inconsistent use of labeling styles

(Weber et al. 2011)

Page 29: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Example of Poor Labeling in SAP Reference Model

Poor labeling may lead to ambiguities – Plan a data transfer? or

– Transfer plan data?

Leopold et al. 2011

Page 30: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Number of ways students name an activity in a process model

Insights from a process modeling experiment with 113 students.

The following sentence in the process description

“Afterwards the scouting team attends games of the player they are interested in live in the football stadium.” resulted into 84 different ways for naming this particular activity.

Fahland 2012

Page 31: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Guidelines for Labeling of Process Models

Many guidelines stress the importance of proper labeling

(Malone 2003, Sharp and McDermott 2008)

Empirical insights show that verb-object style is best understandable

(Mendling et al. 2010)

Page 32: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Automatic Refactoring of Labels

Labels are automatically refactored from action-noun style to labels in verb-object style

(Leopold, Smirnov, and Mendling 2012)

Refactorings RF1: Rename Activity

RF7: Re-label Collection

Plan data transfer to EPC-PCA from profitability

analysis

Transfer plan data to EPC-PCA from

profitability analysis

Page 33: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Structured versus Unstructured Business Process Models

PMS2. Contrived Complexity – Unstructured process fragments are more difficult to

understand than well-structured ones (Mendling, Reijers, van der Aalst 2010)

Unstructured Process Model

Page 34: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Structured versus Unstructured Business Process Models

Unstructured Process Model

Well-structured Process Model

Automatic transformation of unstructured into structured model (Polyvyanyy et al. 2012)

Refactoring RF2: Substitute Process Fragment

Page 35: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Structured versus Unstructured Business Process Models

PMS2. Contrived Complexity – Process Fragments are syntactically often different,

but semantically equivalent (Gert et al. 2010)

(Gert et al. 2010)

Page 36: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Structured versus Unstructured Business Process Models

Automatic detection of semantically equivalent process fragments (Gert et al. 2010)

Refactoring RF2: Substitute Process Fragment

Page 37: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Redundant Process Fragments

PMS3: Redundant Process Fragments

– Clones can be commonly found in existing process models

(Dumas et al. 2012, Weber et al. 2011)

– More than 560 clones in the SAP reference model (Dumas et al. 2012, Weber et al. 2011)

Page 38: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Redundant Process Fragments

(Dumas et al. 2012)

Page 39: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Redundant Process Fragments

(Dumas et al. 2012)

Page 40: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Redundant Process Fragments

Method for automatically detecting exact clones (Dumas et al. 2012)

Detected clones can be automatically extracted to sub processes

Refactoring RF4: Extract Process Fragment RF5: Replace Process Fragment by Reference RF8: Remove Redundancies

Page 41: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Large Process Models

PMS4: Large Process Models – Literature reports about process models with several

hundred activities (Soto et al. 2008)

– Large process models tend to comprise more formal flaws than smaller ones (Mendling et al. 2008)

Page 42: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Large Process Models

Method for automatic modularization of business process models (Reijers et al. 2011)

Method for the automatic labeling of process models (Leopold et al. 2011)

Refactoring RF4: Extract Process Fragment RF5: Replace Process Fragment by Reference RF8: Remove Redundancies

Page 43: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Hierarchy in Conceptual Models Common Belief versus Empirical Evidence

Modularization is a widely used strategy to reduce

complexity in conceptual models

Hierarchical structures supported by many conceptual modeling languages

Empirical evidence on the benefits of hierarchy are contradictory

Page 44: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Hierarchisation in Conceptual Models A Systematic Literature Review

Work Findings Moody [15] Domain: ER-Models

Positive influence on accuracy, no influence / negative influence on time

Reijers et al. [16, 17] Domain: Business Process Models

Positive influence on understandability for one out of two models

Cruz-Lemus et al. [9, 18] Domain: UML Statecharts

Series of experiments, positive influence on understandability in last experiment

Cruz-Lemus et al. [13] Domain: UML Statecharts

Hierarchy depth of statecharts has no influence

Shoval et al. [14] Domain: ER-Models

Hierarchy has no influence

Cruz-Lemus et al. [8] Domain: UML Statecharts

Positive influence on understandability for first experiment, negative influence in replication

Cruz-Lemus et al. [12, 19] Domain: UML Statecharts

Hierarchy depth has a negative influence

(Zugal et al. 2011a)

Page 45: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Hierarchisation in Conceptual Models A Systematic Literature Review

Work Findings Moody [15] Domain: ER-Models

Positive influence on accuracy, no influence / negative influence on time

Reijers et al. [16, 17] Domain: Business Process Models

Positive influence on understandability for one out of two models

Cruz-Lemus et al. [9, 18] Domain: UML Statecharts

Series of experiments, positive influence on understandability in last experiment

Cruz-Lemus et al. [13] Domain: UML Statecharts

Hierarchy depth of statecharts has no influence

Shoval et al. [14] Domain: ER-Models

Hierarchy has no influence

Cruz-Lemus et al. [8] Domain: UML Statecharts

Positive influence on understandability for first experiment, negative influence in replication

Cruz-Lemus et al. [12, 19] Domain: UML Statecharts

Hierarchy depth has a negative influence

Under which circumstances can positive / negative influcences on understandability be expected?

Page 46: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understanding Process Models Some Insights from Cognitive Psychology

Answering questions about a model

is a problem solving task

Three different problem solving processes (Larkin and Simon 1987) – Search – Recognition – Inference

Page 47: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Working Memory

Central Concept: Working Memory

– Required by all conscious mental activities – Mental effort: utilization of working memory – Severely limited: 7 +/- 2 information „slots“ (Miller 1956) – Overflow: rapid performance decrease! (Sweller 1988) – Mental effort: amount of working memory used

(Paas et al. 2003)

Page 48: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Two Opposing Forces

Abstraction – hiding of irrelevant information (Parnas 1972) – supports human mind’s attention management

(Larking and Simon 1987)

Split-attention effect (Sweller and Chandler 1994) – Occurs when information from several sources needs

to be integrated – switching attention between models

Page 49: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Theoretical Framework for Measuring Understandability

question complexity

mental effort abstraction lowers

includes

hierarchy split-attention effect

performance

enables

causes

increases

determines

(Zugal et al. 2011a)

Page 50: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Hierarchical Model – Abstraction Question

'Define the problem' can be executed after 'Check if problem is already solved'.

Sub Process: Do Systematic Literature Review

Page 51: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Flat Model – Abstraction Question

'Define the problem' can be executed after 'Check if problem is already solved'.

Page 52: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Hierarchical Model – Fragmentation Question

'Describe initial approach' can be executed after 'Compile classification statistics'.

Sub Process: Do Systematic Literature Review

Page 53: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Flat Model – Fragmentation Question

'Describe initial approach' can be executed after 'Compile classification statistics'.

Page 54: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Hierarchisation is Always a Trade-off

Modularization is always a trade-off!

Also the optimal modularization can only increase the “average” understanding! – Some questions become easier to answer – Some questions become harder to answer

(Zugal et al. 2011a, Zugal 2011b, Zugal 2011c)

Page 55: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Hierarchisation is Always a Trade-off

Modularization is always a trade-off!

Also the optimal modularization can only increase the “average” understanding! – Some questions become easier to answer – Some questions become harder to answer

Dynamic modularization / visualization / navigation is needed !

(Zugal et al. 2011a, Zugal 2011b, Zugal 2011c)

Page 56: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

The Role of External Memory

External memory – mechanism for reducing mental effort – Information storage outside the human

cognitive system (e.g., pencil and paper or a blackboard)

Cognitive Trace – Information taken from working memory

and stored in an external memory (e.g., to mark, update, and highlight information)

Page 57: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

The Role of External Memory

External memory – mechanism for reducing mental effort – Information storage outside the human

cognitive system (e.g., pencil and paper or a blackboard)

Cognitive Trace – Information taken from working memory

and stored in an external memory (e.g., to mark, update, and highlight information)

For process models of large size tool support, which enables to offload information, is essential.

Page 58: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Visualizing and Abstracting Large Process Models

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Page 60: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

38

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Page 61: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

39

modify CR

initiate CR request expertise

generate expertise

generate expertise

generate expertise

generate expertise

request evaluation

provide evaluation

provide evaluation

provide evaluation

request comments

provide comments

provide comments

provide comments

provide comments

approve CR instruct realisation conclude CR

approve CR instruct realisation conclude CRblack box

(legacy application)

manual(remodelling)

direct import

modify CR

initiate CR request expertise

generate expertise

generate expertise

generate expertise

generate expertise log-data

Miningindirect

Visualization Component

AAAAbt. XZ-A

üBBB

Abt. XZ-C

ü

EEEAbt. XZ-A

û

CCCAbt. XZ-B

üDDD

Abt. XZ-B

ü

FFFAbt. XZ-A

üGGG

Abt. XZ-C

}HHH

Abt. XZ-A

Kost

en >

100

Kost

en ≤

100

Dok 73BDok 73B

Fr. Tschek Hr. Apruf Fr. Tschek Hr. Apruf Fr. Tschek

Fr. Tschek

Hr. Alau Hr. Alau

Prozess: Genehmigung ÄnderungAntrag B25KS vom 31.9.2005 Status 11.12.2005

09.11.2005 15.11.2005

24.11.2005 30.11.2005

08.12.2005

Prüferg.: OK

Genehmigung Änderung

ID Aktivität Anfang Abschluss DauerQ4

1 üAbt. XY-A7t09.11.200501.11.2005AAA

2 üAbt. XY-C4t15.11.200510.11.2005BBB

3 üAbt. XY-B7t24.11.200516.11.2005CCC

4 üAbt. XY-B4t30.11.200525.11.2005DDD

5 ûAbt. XY-A12t01.12.200516.11.2005EEE

6 üAbt. XY-A5t08.12.200502.12.2005FFF

7 }Abt. XY-C5t15.12.200509.12.2005GGG

8 Abt. XY-A6t23.12.200516.12.2005HHH

Abt. XY-A

Abt. XY-C

Abt. XY-B

Abt. XY-B

Abt. XY-A

Abt. XY-A

Abt. XY-C

Abt. XY-A

Bearbeiterheute

Antrag B25KS vom 31.9.2005

Status 11.12.2005

Abt.

XY.B

Abt.

XY-A

Abt.

XY-C

AAAü

BBBü

EEEû

CCCü

DDDü

FFFü

GGG}

HHH

Kosten > 100

≤ 100

Prozess: Genehmigung ÄnderungAntrag B25KS vom 31.9.2005 Status 11.12.2005

Process Visualization What is needed?

Page 62: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

adapt display form (diagram, form, table, text, …)

abstracting information (process views)

adapting visual appearance (symbols, colors, …)

Process Visualization Dimensions

Page 63: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Visualization Abstracting Process Models: Goals

Page 64: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

reduction aggregation

Goals: Decreasing the complexity of (large)

process models Eliminating or abstracting process

information

► Personalize process models through process views

Process views should be …

− easy to define − dynamically built if required

P1 P2 P3 P4

B FD

GEA

C

LH IX Y

Z

Y

Z X XXX Z K

J

Y

Z

EA LH IX X XXX

Process Visualization Abstracting Process Models: Goals

Page 65: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Reduction Eliminate activities Simplify the resulting schema Remove adjacent satellite objects

Aggregation Aggregate activities Aggregate adjacent objects if required

C

KI

HF

E

J

GA

D

LB

D1

D2 D3 D4

D5

X Y

X

Y Y

Y X

Z

Z

Z

Z

YC

I

HF L

D1

D2 D3 D4

D5

Y Y Y

Y

Y

CI

HF

L

D2 D4

D5

Y

Y Y

Y

Y

C

KI

HF

E

J

GA

D

LB

D1

D2 D3 D4

D5

X Y

X

Y Y

Y X

Z

Z

Z

Z

ZC

KI J

L

D1

D2 D3 D4

D5

X,Z Y

X,Y,Z

Y X

ABDEFGH

Z

Z

CKI J

L

D1D234

D5

Y

Y X

ABDEFGH

X,Z

X,Y,Z

Z

Z

Process Visualization Abstracting Process Models: Fundamental Techniques

Bobrik et al., 2007

Page 66: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Model Abstraction and Process Views in Proviado

(Bobrik, Bauer, & Reichert, 2007; Reichert et al., 2012)

Related approaches, e.g.,

– Smirnov, Reijers & Weske, 2011 – Eshuis & Grefen, 2008 – Schumm, Latuske & Leymann, 2011

Process Visualization Abstracting Process Models: The Proviado Approach

Page 67: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Attri

bute

Op.

High-level Operations

Data

Flo

w O

p.

Multi-Aspect Operations

Single-Aspect Operations

Elementary Operations

AGGREGATECF REDUCECF

Aggregate Reduce

ShowMyActivities ...AggrExecutedPart

Control Flow Attributes Application DataProcess

AggrSESEAggrShiftOut

AggrAddBranchRedActivity

AggrComplBranch...

...

...

Process Visualization Abstracting Process Models: The Proviado Approach

• A multi-layer approach for abstracting process models and building process views

Page 68: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

C D EA

C D EBA

D EA

A E

RedActivity(B)

RedActivity(C)

RedActivity(D)

BA

rs

t

BA

r ∨ st

ReduceCF({B,C,D})

AB

C

AC

s

t

s

t

AD

F

A D F

AD

FB

RedActivity(B)

Further refactorings: but …

Elementary reduction operations

Process Visualization Abstracting Process Models: Elementary Operations

Attri

bute

Op.

High-level Operations

Data

Flo

w O

p.

Multi-Aspect Operations

Single-Aspect Operations

Elementary Operations

AGGREGATECF REDUCECF

Aggregate Reduce

ShowMyActivities ...AggrExecutedPart

Control Flow Attributes Application DataProcess

AggrSESEAggrShiftOut

AggrAddBranchRedActivity

AggrComplBranch...

...

...

Page 69: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

AggrSESE

AggrAddBranch AggrAddBranch

AggrComplBranches AggrShiftOut

C DBA E

DA

BCEA

B C

ED

r

s

A B

Er

s

r ∨ sCD

A

B

GF

C

EDrs

t

AGF

r ∨ s

t

BCDE

AB

ED

C

AE

CBD

Elementary aggregation operations

C D EBA

A EBCD

AggrSequence

Non-connected activity sets

Process Visualization Abstracting Process Models: Elementary Operations

Attri

bute

Op.

High-level Operations

Data

Flo

w O

p.

Multi-Aspect Operations

Single-Aspect Operations

Elementary Operations

AGGREGATECF REDUCECF

Aggregate Reduce

ShowMyActivities ...AggrExecutedPart

Control Flow Attributes Application DataProcess

AggrSESEAggrShiftOut

AggrAddBranchRedActivity

AggrComplBranch...

...

...

Page 70: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

ReductionSESE AggrSESE

BC

C DBA

DA

H: ‹S(A),E(A),S(B),E(B),S(C)›

H’: ‹S(A),E(A),S(BC)›

C DBA

DA

Process Visualization Abstracting Process Models: Elementary Operations

Elementary operations applied at the process instance level

Attri

bute

Op.

High-level Operations

Data

Flo

w O

p.

Multi-Aspect Operations

Single-Aspect Operations

Elementary Operations

AGGREGATECF REDUCECF

Aggregate Reduce

ShowMyActivities ...AggrExecutedPart

Control Flow Attributes Application DataProcess

AggrSESEAggrShiftOut

AggrAddBranchRedActivity

AggrComplBranch...

...

...

Page 71: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Let’s have a closer look at aggregations!

Process Visualization Abstracting Process Models: View Properties

Page 72: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Example: Aggregate activities from set {B,D}

AB

ED

CF

Process Visualization Abstracting Process Models: View Properties

AE

CFBD

AggrShiftOut

AggrAddBranch

How to aggregate these two activities?

Page 73: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Example: aggregate activities from set {B,D}

Alternative 1:

Alternative 2:

► Well-defined properties to characterize the resulting view!

AB

ED

CF

AE

CF

BD

AE

CFBD

AggrShiftOut

AggrAddBranch

Process Visualization Abstracting Process Models: View Properties

Page 74: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

B C

D A

E F

• dependency-generating • inconsistent process state

• dependency-erasing • consistent process state

B C

D A

E F

BD C

A E

F

BD

C A

E F

ü } }

ü } ü

}

ü

}

}

Process Visualization Abstracting Process Models: View Properties

Page 75: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Properties of view-building operations:

-

AggrAddBranch

AB C

ED

r

s

A B

Er

s

r ∨ sCD

ReductionSESE

C DBA

DA

Process Visualization Abstracting Process Models: View Properties

Page 76: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

correct fuzzy

Using views for process execution or process change:

• correct structure and consistent state are crucial

• view interpreted by process engine or change engine

Using views for process visualization:

• imprecision or loss of information is tolerable

• view interpreted by process participants

Process Visualization Abstracting Process Models: View Parameterization

Proviado addresses this issue by enabling parameterizable process views, i.e., the degree of imprecision or tolerable information loss may be flexibly chosen

Reichert, Kolb, Bobrik, & Bauer, 2012

Page 77: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

3 strategies for aggregating an activity set (AggregateCF):

AD

IG

FLCB

E

HJ K

AF

IBCDEGH J KL

AF

I

BCDEGH

J KL

AI

FBC

DE

GHJ KL

A BCDEFGHIJKL

AF

I

BCDEGHKL

J

strategy = as-is strategy = expand strategy = subdivide

AD

IG

FLCB

E

HJ K A

D

IG

FLCB

E

HJ K A

D

IG

FLCB

E

HJ K

dependencies = non-erasing

dependencies = non-generating

dependencies = preserving

AggrShiftOut & AggrSESE

AggrAddBranch

AggrAddBranch & AggrSESE

4x AggrSESE

AggrSESE

Process Visualization Abstracting Process Models: View Parameterization

Attri

bute

Op.

High-level Operations

Data

Flo

w O

p.

Multi-Aspect Operations

Single-Aspect Operations

Elementary Operations

AGGREGATECF REDUCECF

Aggregate Reduce

ShowMyActivities ...AggrExecutedPart

Control Flow Attributes Application DataProcess

AggrSESEAggrShiftOut

AggrAddBranchRedActivity

AggrComplBranch...

...

...

Page 78: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

TA BCDEFGHIJKLMNOPQRS

AggrSESE({B,C,D,E,F,G,H,I,J,K,L,M,N,O,P,Q,R,S})

B

OMS

LJ

D

N

KA

C

P

F

H

s

t

R

E

Q

G

IT

(Elementary Operation)

2

strategy = expandstates = consistentdependencies = preserving

View Parameterization:

AggrAddBranch ({B,F,G,J,M,N,P,Q,R})

B

OMS

LJ

D

N

KA

C

P

F

H

s

t

R

E

Q

G

IT

O

L

D

KAS

Hst

EI

T

BFGJMNPQR

C(Elementary Operation)

1

strategy = as-isstates = defaultdependencies = default

View Parameterization:

AggrAddBranch({B,J,M,N})AggrSESE({F,G})AggrSESE({P,Q,R})

AggrShiftOut({B,J,M,N})AggrSESE({F,G})AggrSESE({P,Q,R})

B

OMS

LJ

D

N

KA

C

P

F

H

s

t

R

E

Q

G

IT

DH

s

tE

IC

FG

3

strategy = subdividestates = defaultdependencies = default

View Parameterization:

AGGREGATECF({B,F,G,J,M,N,P,Q,R})(Single-Aspect Operation)

B

OMS

LJ

D

N

KA

C

P

F

H

s

t

R

E

Q

G

IT

Base Process Model

Process Visualization Abstracting Process Models: Single-Aspect Operations

Page 79: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Elementary operations for reducing and aggregating data elements: RedData and AggData

Process Visualization Abstracting Process Models: Other Process Aspects

B A

D 1

B A

RedData(D1)

BHF

EC

G

DA I

D1

D3

D2

D5 D6

BHF

EC

G

DA I

D12

D356

D4

D4

AggData({D1,D2}) AggData({D3,D5,D6})

Page 80: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Visualization Abstracting Process Models: Other Process Aspects

Basisprozessschema

REDUCEDF({D1,D2,D3,D4}) AGGREGATEDF({D1,D2,D3,D4})

AggData({D1, D2,D3,D4})

RedData({D1})RedData({D2})RedData({D3})RedData({D4})

FD

CA

E

B

D2 D3 D4

D1

FD

CA

E

B

D2 D3 D4

D1

FD

CA

E

B

D2 D3 D4

D1

FD

CA

E

B

FD

CA

E

B

D1234

Core Process Schema

Single-aspect operations for abstracting data flow: REDUCEDF and AGGREGATE DF

Page 81: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

D1 D1

ABA

B

D1 D1

ABA

B

D1 D1

ABA

B

A B C

D1 D1

ABC

AdaptDE

AdaptDE

AdaptDE

AdaptDEa)

c)

b)

d)

Process Visualization Abstracting Process Models: Other Process Aspects

Adapting data flow edges in the context of control flow aggregations: AdaptDE

Page 82: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

A user-friendly definition of process views requieres high-level view creation operations

Example of a high-level operation: ShowMyActivities – Eliminate all activities the current user is not involved in

Process Visualization Abstracting Process Models: High-level Operations

Attri

bute

Op.

High-level Operations

Data

Flo

w O

p.

Multi-Aspect Operations

Single-Aspect Operations

Elementary Operations

AGGREGATECF REDUCECF

Aggregate Reduce

ShowMyActivities ...AggrExecutedPart

Control Flow Attributes Application DataProcess

AggrSESEAggrShiftOut

AggrAddBranchRedActivity

AggrComplBranch...

...

...

Page 83: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

AggrForeignActivities(User = X) 1. Choose high-level view operation and set its parameters

Process Visualization Abstracting Process Models: High-level Operations

Aggregate({B,C,D,G,H,I,J}, Param = {…}) 2. Map high-level operation to multi-aspect operation(s)

AggrShiftOut({B,C,D})

AggrSESE({G,H,I,J})

AdaptDE({D2}) AdaptDE({D3}) AdaptDE({D4})

AggrData({D2,D3}, …)

4. Determine corresponding single-aspect operations and apply them to the original process model; apply refactorings if applicable

B

J

HF

D

I

GA

C

K

E

LX Y

X

Y Y X

Z Z

X

XY Y

D1D2

D4

D3

B

J

HF

D

I

GA

C

K

E

LX Y

X

Y Y X

Z Z

X

XY Y

D1D2

D4

D3

BCDF

AK

E

LX Y

X

X

X

X

D1 D2

D4

GHIJY,Z

D3

BCDF

AK

E

LX Y

X

X

X

X

D1 D23

D4

GHIJY,Z

Example: Actor X: „Aggregate activities I am not involved in“

AGGREGATECF({B,C,D,G,H,I,J}, Param = {strategy = subdivide, …}) AGGREGATEDF({D2,D3})

3. Map multi-aspect operations(s) to single-aspect operations

Page 84: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

B

KI

HF

D

J

GA

C

N

E

O P

L MX,Y

X X

Y

W W V

Y X X

V,Y W,V V

X,Y YX

Step 1

Step 2

Step 3

B HGAN

O

MX,Y

X X X X X,YX

Step 4

B HGA N O

MX,Y

XX X X

X,YX

Step 5

REDUCECF(S)Single-aspect Operation:

• Find SESE componentsS1 = {C,D,E}, S2 = {F},S3 = {I,J,K}, S4 = {L},S5 = {P}

RedSESE S1RedSESE S2RedSESE S3RedSESE S4RedSESE S5

Elementary Operations:

Simplification Operations

Initial process schema with activities of user X marked

Reduce(S)Multi-aspect Operation:

• Evaluate pred:

ShowMyActivities(user X)High-level Operation:

• Define predicate pred: Find all activities where actor X is not involved in

S = {C,D,E,F,I,J,K,L,P}

B

KI

HF

D

J

GA

C

N

E

O P

L MX,Y

X X

Y

W W V

Y X X

V,Y W,V V

X,Y YX

B

KI

HF

D

J

GA

C

N

E

O P

L MX,Y

X X

Y

W W V

Y X X

V,Y W,V V

X,Y YX

Process Visualization Abstracting Process Models: High-level Operations

Example: ShowMyActivities High-level Operations in Proviado:

• ShowActivitiesOfUser • AggrExecutedPart • ShowExecutedPath • GroupedAggregation • ViewByRelevance • ViewByPredicate • Subgraph • SubgraphRange • CutProcess • …

Page 85: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

adapt display form (diagram, form, table, text, …)

abstracting information (process views)

adapting visual appearance (symbols, colors, …)

Process Visualization Dimensions

Page 86: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Initiation Expertise Evaluation Approval Realization

Initiation Expertise Evaluation Approval Realization

Change Request 000-W213-XQ-2146 Part: Speedometer Change: Improvement of Readability

ü ü } Start: 13.01.2006 End: 15.01.2006

Start: 15.01.2006 End: 23.02.2006

Start: 25.02.2006 End:

Process: CR_V2.1

Instance: 4215

Visu

aliz

atio

n

Process Visualization Visual Appearance of a Process Model: Issues

Page 87: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

1. Which visual notation to use? A template mechanism is required that allows for the flexible definition of the

− visual appearance (e.g., geometry) of process objects − placeholders for attributes or (status) symbols

activity

End

}

Start

actor document

filename

Name Headline

Subheading

S start date end date

Initiation Expertise Evaluation Approval Realization Process: CR_V2.1

Instance: 4215

Visu

aliz

atio

n

Process Visualization Visual Appearance of a Process Model: Issues

Page 88: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

1. Which visual notation to use? 2. When to use which visualization? Selection of a concrete visualization template may depend on the type of

a process element, attributes, process data, users, etc.

visualization of a process element

element typede

pend

s on

user preferences

status

attribute value

process or application

data

depends on

element = „activity“e.g.

status = „running“

activity.type = „testing“

e.g.

e.g.

Name

AttrValue

Symbol

AttrValueAttrValueAttrValue

state

element = „actor“Mr. Lucas

test goal

TEST

Name Name Name Name Name

Headline Subheading Subheading

S S S start date end date

start date end date

start date end date

start date end date

start date end date

S S

Initiation Expertise Evaluation Approval Realization Process: CR_V2.1

Instance: 4215

Visu

aliz

atio

n

Process Visualization Visual Appearance of a Process Model: Issues

Page 89: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Initiation Expertise Evaluation Approval Realization

Change Request 000-W213-XQ-2146 Part: Speedometer Change: Improvement of Readability

ü ü } Start: 13.01.2006 End: 15.01.2006

Start: 15.01.2006 End: 23.02.2006

Start: 25.02.2006 End:

1. Which visual notation to use? 2. When to use which visualization? 3. Which data? Where to add and how? Abstracting and formatting process data

− Formatting, e.g., date values − Abstracting, e.g. costs: "high " instead of 1.000.000 €

Filling template parameters with concrete process data

Initiation Expertise Evaluation Approval Realization Process: CR_V2.1

Instance: 4215

Visu

aliz

atio

n

Process Visualization Visual Appearance of a Process Model: Issues

Page 90: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Initiation Expertise Evaluation Approval Realization

Change Request 000-W213-XQ-2146 Part: Speedometer Change: Improvement of Readability

ü ü } Start: 13.01.2006 End: 15.01.2006

Start: 15.01.2006 End: 23.02.2006

Start: 25.02.2006 End:

1. Which visual notation to use? 2. When to use which visualization? 3. Which data? Where to add and how? 4. How shall the visualization style look like? Colors, fonts, lines, etc.

process (SVG)

stylesheet(CSS)

stylesheet(CSS)

adaptstyle

A2A1

A3A4 A5

CR-Process

A2A1

A3A4 A5

CR-Process

OEM

Supplier

A2A1

A3A4 A5

CR-Process

Initiation Expertise Evaluation Approval Realization Process: CR_V2.1

Instance: 4215

Visu

aliz

atio

n

Process Visualization Visual Appearance of a Process Model: Issues

Page 91: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

How we addressed these issues in the Proviado visualization framework …

Process Visualization Visual Appearance of a Process Model: The Proviado Approach

Page 92: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Visualization Model logical description of all information required for creating a particular

process visualization, e.g., symbols, display form, layouting, …

Process CR1

A1 A2

A3 A4 A5

A1 A2

A3 A4 A5 Visualization

VisModel

VisModel

A1 A2

A3 A4

A5

Process CR1

R

S

T

Process Visualization Visual Appearance of a Process Model: The Proviado Approach

Basic principle: separate process data from its presentation

Page 93: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Visualization template defines 1. symbol to be used 2. data to be displayed 3. application context

Process Visualization Visual Appearance of a Process Model: The Proviado Approach

Examples of visualization templates

Bobrik et al., 2006

Page 94: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Visualization Visual Appearance of a Process Model: The Proviado Approach

Schema of a visualization templates

name attrVal

symbol

attrVal attrVal attrVal

state

symbol definition

input parameter

template definition

notation definition notation

template definition

template definition

parameterdefinition parameter parameter

name

describes

template

template

template

name attVal attrVal

describes

describes

...

...

...

describes

describes

Page 95: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

<template id="default_act"> <inputs>...</inputs> <graphic> <symbol>...</symbol> <parameter name="Beschreibung" location="g/text[@name=’actname’]" value="act.getName()" /> <parameter name="Status" location="g/g[@name=’status’]"> <choice> <when test="act.getState()=RUNNING"> <use xlink:href="#act_state_RUNNING" /> </when> <when test="act.getState()=COMPLETED">...</when> ... </choice> </parameter> <parameter name=starttime" location="g/text/[@name=’starttime’]“ value="formatDate(act.getStart(), ’dd/mm/yyyy’)"/> ... </graphic> </template>

Name

End Start

JavaScript can be used for calculating parameter values

Parameter locations inside the symbol are specified using XPath

Symbol shapes are defined using SVG

Process Visualization Visual Appearance of a Process Model: The Proviado Approach

Defining a visualization templates for process elements

Page 96: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Visualization Visual Appearance of a Process Model: The Proviado Approach

Defining the application context of visualization templates

Visualizing of a a process element

element type

user preferences

status

attribute values

obj . nodetype = "activity "

activity . status = "completed"

activity . type = "testing"

obj . nodetype = "actor" Mr . Lucas

test goal

TEST

Name AttrValue

Symbol

AttrValue AttrValue AttrValue

state

Name AttrValue

Symbol

AttrValue AttrValue AttrValue

may depend on

process or application

data

context rules

Page 97: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

if obj.type = „node“

elsecase obj.nodetype = „activity“

„actor“

actor_name

if obj.acttype = „testing“

test goal

TEST

elseName

AttrValue

Symbol

AttrValueAttrValueAttrValue

state

...

if obj.type = „edge“

...

case obj.edgetype = „control flow“

„data flow“

...

in: ProcessObject obj<if test="self.type=ACTOR"> <template id="actor"> <inputs> <input name="actor" value="self"/> </inputs> </template> </if> <if test="self.type=ACTIVITY"> <choose> <case test="self.type='testing'"> <template ref="testing_act"> <inputs> <input name="act" value="self"/> </inputs> </template> </case> <otherwise> <template ref="default_act"> <inputs> <input name="act" value="self"/> </inputs> </template> </otherwise> </choose> </if>

Process Visualization Visual Appearance of a Process Model: The Proviado Approach

Defining the application context of visualization templates

Page 98: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Visualization Visual Appearance of a Process Model: The Proviado Approach

Process

Name AttrValue

Symbol

AttrValue AttrValue AttrValue

state

notation

Name

Template x Template y Template z

B A C

start : 01 . 08 . 2007 end : 05 . 08 . 2007 cost : 2500

start : 07 . 08 . 2007 end : 14 . 08 . 2007 cost : 4100

name : PartID value : XX 35 K 4 D 1

Y X Z

Process elements

Process attributes

application context schema

Context rule 2 Context rule 3

Context rule 1 if type = activity then use template x

C 4100

14 . 08 . 07 costs

07 . 08 . 07

Z

PartID XX 35 K 4

process visualization

Evaluate the context rules and fill in attribute values

Name Value

references

references

Creating a process visualization

Page 99: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Visualization Visual Appearance of a Process Model: The Proviado Approach

Example

Page 100: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Personalized Visualization

Process Visualization Combining the Dimensions

Page 101: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

adapt display form (diagram, form, table, text, …)

abstracting information (process views)

adapting visual appearance (symbols, colors, …)

Process Visualization Dimensions

Page 102: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Abt

. XY

.BA

bt. X

Y-A

Abt

. XY

-C

AAAü

BBBü

EEEû

CCCü

DDDü

FFFü

GGG}

HHH

Kosten > 100

≤ 100

Prozess: Genehmigung ÄnderungAntrag B25KS vom 31.9.2005 Status 11.12.2005

Process Visualization Display Form of a Process Model

CR-request

write CR-request

check CR-request

act. B act. A

Word

< 2 days

AAAAbt. XZ-A

üBBB

Abt. XZ-C

ü

EEEAbt. XZ-A

û

CCCAbt. XZ-B

üDDD

Abt. XZ-B

ü

FFFAbt. XZ-A

üGGG

Abt. XZ-C

}HHH

Abt. XZ-A

Kost

en >

100

Kost

en ≤

100

Dok 73BDok 73B

Fr. Tschek Hr. Apruf Fr. Tschek Hr. Apruf Fr. Tschek

Fr. Tschek

Hr. Alau Hr. Alau

Prozess: Genehmigung ÄnderungAntrag B25KS vom 31.9.2005 Status 11.12.2005

09.11.2005 15.11.2005

24.11.2005 30.11.2005

08.12.2005

Prüferg.: OKGenehmigung Änderung

ID Aktivität Anfang Abschluss DauerQ4

1 üAbt. XY-A7t09.11.200501.11.2005AAA

2 üAbt. XY-C4t15.11.200510.11.2005BBB

3 üAbt. XY-B7t24.11.200516.11.2005CCC

4 üAbt. XY-B4t30.11.200525.11.2005DDD

5 ûAbt. XY-A12t01.12.200516.11.2005EEE

6 üAbt. XY-A5t08.12.200502.12.2005FFF

7 }Abt. XY-C5t15.12.200509.12.2005GGG

8 Abt. XY-A6t23.12.200516.12.2005HHH

Abt. XY-A

Abt. XY-C

Abt. XY-B

Abt. XY-B

Abt. XY-A

Abt. XY-A

Abt. XY-C

Abt. XY-A

Bearbeiterheute

Antrag B25KS vom 31.9.2005

Status 11.12.2005

A-Klasse }

S-Klasse ▼

W213-XQ-14

W213-LZ-93

W213-RZ-52

M-Klasse ▼

E-Klasse ▼

01.02. heute 01.03. 01.04. 01.05. 01.06.

recent Change Requests 18.04.2006

Goal: Experiment with other ways of displaying processes

Page 103: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

B

A

C

H

F G

D E

J

A J>> >> >>

||| H|||

F G>>B C>> D E>>

A

F

GH

J

B

C

D

E

A

V

C

B

E

D

V

G

F

J

H

V

Central Process Model (CPM)

a) Form-based View b) Tree-based View c) EPC-based View

Process Visualization Display Form of a Process Model

Some concrete work we did in the proView project

Page 104: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Visualisierungskomponente

modify CR

initiate CR request expertise

generate expertise

generate expertise

generate expertise

generate expertise

request evaluation

provide evaluation

provide evaluation

provide evaluation

request comments

provide comments

provide comments

provide comments

provide comments

approve CR instruct realisation conclude CR

approve CR instruct realisation conclude CRblack box

(legacy application)

manual(remodelling)

direct import

modify CR

initiate CR request expertise

generate expertise

generate expertise

generate expertise

generate expertise log-data

Miningindirect

AAAAbt. XZ-A

üBBB

Abt. XZ-C

ü

EEEAbt. XZ-A

û

CCCAbt. XZ-B

üDDD

Abt. XZ-B

ü

FFFAbt. XZ-A

üGGG

Abt. XZ-C

}HHH

Abt. XZ-A

Kost

en >

100

Kost

en ≤

100

Dok 73BDok 73B

Fr. Tschek Hr. Apruf Fr. Tschek Hr. Apruf Fr. Tschek

Fr. Tschek

Hr. Alau Hr. Alau

Prozess: Genehmigung ÄnderungAntrag B25KS vom 31.9.2005 Status 11.12.2005

09.11.2005 15.11.2005

24.11.2005 30.11.2005

08.12.2005

Prüferg.: OK

Genehmigung Änderung

ID Aktivität Anfang Abschluss DauerQ4

1 üAbt. XY-A7t09.11.200501.11.2005AAA

2 üAbt. XY-C4t15.11.200510.11.2005BBB

3 üAbt. XY-B7t24.11.200516.11.2005CCC

4 üAbt. XY-B4t30.11.200525.11.2005DDD

5 ûAbt. XY-A12t01.12.200516.11.2005EEE

6 üAbt. XY-A5t08.12.200502.12.2005FFF

7 }Abt. XY-C5t15.12.200509.12.2005GGG

8 Abt. XY-A6t23.12.200516.12.2005HHH

Abt. XY-A

Abt. XY-C

Abt. XY-B

Abt. XY-B

Abt. XY-A

Abt. XY-A

Abt. XY-C

Abt. XY-A

Bearbeiterheute

Antrag B25KS vom 31.9.2005

Status 11.12.2005

Abt.

XY.B

Abt.

XY-A

Abt.

XY-C

AAAü

BBBü

EEEû

CCCü

DDDü

FFFü

GGG}

HHH

Kosten > 100

≤ 100

Prozess: Genehmigung ÄnderungAntrag B25KS vom 31.9.2005 Status 11.12.2005

build viewS1 S2 S3 S5assignsymbols

document:

activity:

actor:

fill up symbols

adaptstyle

name

name

symbol:activity_def

color:P1:P3:

activity name

activity name

values :

A

fonts:act.name: Arial 10ptactor: Arial 7pt

aggregate & reduce

name=“A“state=“running“

"remove activities of P2"

A B C D E

A N Eaggregate

S4 calculatelayout

A B C D

A

BC

D

Process Visualization Summary: What we achieved in Proviado?

Page 105: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Updatable Process Model Abstractions

Focus of this presentation has been on the personalized visualization of large process models

Another fundamental issue: How to enable domain experts to change large process models!

Proviado proVie

Page 106: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Basic Idea: Using process views not

only for visualization purpose, but also as interface for changing the underlying core process model (CPM)

Updates of a process view then have to be correctly propagated to its CPM as well as all other views on this CPM

Necessitates a formal foundation

proView CPM

View 1' View 2 View n...

CPM‘

View 1' View 2 View n...

UpdateCPM(op1)

op1

a)

CPM‘

View 1' View 2' View n‘

op1'‘ op1'‘‘

...

b)

c)

Updatable Process Model Abstractions

Kolb, Kammerer & Reichert, 2012

Page 107: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Ambiguities when propagating view changes to the CPM

Updatable Process Model Abstractions

proView

C D E B A

AggrSESE(V1,{D,E}) RedActivity(V1,B)

C DE A

Core Process Model CPM

Process View V1 on CPM

Page 108: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Updatable Process Model Abstractions

proView

Updating a CPM and related views after a view update!

Page 109: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Agenda

Challenges & Basic Notions

Part I: Large Process Models

Part II: Large Process Model Collections

Part III: Large Process Structures

References

Page 110: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Business Process Repositories Basic Challenge: Dealing with Large Model Collections

Page 111: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Business Process Repositories

Standard repository features

– Check-in / check- out, access control, simple search queries

Advanced repository features – Extract, transform and compose process information – Filtering (i.e., clone, detection, similarity search,

querying) – Managing process variants – Merging – Navigating in repositories – … (La Rosa et al. 2011)

Page 112: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

modify CR

initiate CRrequest

expertisegenerate expertise

generate expertise

generate expertise

generate expertise

request evaluation

provide evaluation

provide evaluation

provide evaluation

request comments

provide comments

provide comments

provide comments

provide comments

approve CR

instruct realisation

conclude CR

change needed

initiate CR

XOR

CR initiated

modify CR

CR modified

request expertise

expertise requested

V

generate expertise

generate expertise

generate expertise

V temp. exp. gen.

generate expertise

expertise generated

XOR

Prozessmodell-transformation

Prozessmodell-integration

approve CR

instruct realisation

conclude CR

request evaluation

provide evaluation

provide evaluation

provide evaluation

request comments

provide comments

provide comments

provide comments

provide comments

modify CR

initiate CRrequest

expertisegenerate expertise

generate expertise

generate expertise

generate expertise

Instanzdatenintegration

System A System B System C

1.

3.2.

Business Process Repositories: Extract, Transform, and Compose Process Fragments

(Bobrik 2008)

Process fragment composition

Process data transformation

Instance data correlation & integration

Page 113: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

System A

AB

CD E

AC

BED

Einheitliches Prozessmodell für die Visualisierung

mapping

SO

R

P

Q

remodel

System D

black box

FH

GMI N

extract

load

logs

System B

FG

HI

System C

L M N

mining

L

transform

Business Process Repositories: Extract, Transform, and Compose Process Fragments

Page 114: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Business Process Repositories Filtering

Filtering

– Clone detection • finding exact matches

– Similarity search

• finding close matches

– Querying • looking for patterns

Page 115: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Business Process Repositories Filtering: Similarity Search

Searching for similar process models / process fragments – Given a query graph, find all process models in the

process model collection that are similar

(Dijkman et al. 2011)

When are two process models similar?

Page 116: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

When are two process models similar? Similarity measure defines when two process models

are similar – Value between 0 and 1 – 0 indicates no similarity and 1 indicates identical

elements

(Dijkman et al. 2011)

Business Process Repositories Filtering: Similarity Search

Page 117: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

When are two process models similar?

Label matching similarity – Similarity based on the labels of business process

model elements Structural similarity

– Measures similarity based on the labels of a business process model element, as well as the relations between these elements

Behavior similarity – Measure similarity based on the intended behavior of

process models

(Dijkman et al. 2011)

Business Process Repositories Filtering: Similarity Search

Page 118: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Querying a process model for patterns – Given a query graph, find all matching sub-graphs in

the process model collection

– Example of such a query language • BPMN-Q (Awad 2007): Queries expressed in BPMN;

usage of wildcard nodes and arcs possible

– Efficient querying of process fragments • Index for efficient querying (Yan, Dijkman, and Grefen

2012)

Business Process Repositories Filtering: Querying Process Models

Page 119: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Looking for patterns in a process model – What happens between A and E?

(Awad 2007, Awad et al. 2008)

Business Process Repositories Filtering: Querying Process Models

Page 120: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Looking for patterns in a process model – What happens from the start until B is reached?

(Awad 2007, Awad et al. 2008)

Business Process Repositories Filtering: Querying Process Models

Page 121: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Agenda

Challenges & Basic Notions

Part I: Large Process Models

Part II: Large Process Model Collections

Part III: Large Process Structures

References

Page 122: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Variability Sources of Variations

Cultural differences Types of customers

Country-specific regulations Types of goods

Religious

Christianity

Judaism

Hinduism Inferior

Nor

mal

Luxury Durable Services Delicate

Drugs administration M

oney

tran

sfer

Professional qualification Food packaging

Handicapped

Kid

VIP Loyal customer

Impu

lsiv

e cu

stom

ers

Language

Use of the language

tabo

o

aesthetics na

tiona

lity

race

Buying and Selling

rent

ing

Intellectual property protection

gender

hist

ory

location

Qua

lity

cont

rol

New customer

Impe

risha

ble

Page 123: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Industrial Example Flight Check-in

Generic process:

Variations due to: – Airline policies (e.g., check-in opening time) – Type of passenger (e.g., adult, child, handicapped) – Type of ticket (e.g., economy, business) – Type of carried items (e.g., pet) – etc.

Identify passenger Assign seat

Print boarding

card

Boarding card

Drop off luggage

» Hundreds of variants

Page 124: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Industrial Example Flight Check-in

Variant 1: – Online check-in – Adult flying with a business class ticket – International flight from EU to USA

Identify passenger Assign seat

Print boarding

card

Electronic Boarding card

Drop off luggage

Fill in ESTA form

23 hours before

departure Web

sys

tem

v

Cou

nter

des

k

v

Page 125: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Industrial Example Flight Check-in

Variant 2: – Counter desk check-in – Unaccompanied Minor (UM)

Identify passenger Assign seat

Print boarding

card

Boarding card

Drop off luggage

3 hours before

departure

Cou

nter

des

k

v

Assign UM seat

Localize staff to accompany

passenger Fill in UM

form

+ +

Page 126: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Industrial Example Flight Check-in

Variant 3: – Online check-in – Adult carrying overweight

Identify passenger

Assign seat

Print boarding

card

Boarding card

Drop off luggage

23 hours before

departure Web

sys

tem

v

Pay extra fee v

Cou

nter

des

k

Page 127: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Business Process Variability

How are Business Processes which are subject to

variability characterized?

Page 128: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing Variability Concepts

Variable parts – Parts being subject to variation (commonly known as

variation point)

Identify passenger Assign seat

Print boarding

card

Boarding card

Drop off luggage

Different timer start events

Different seat assignment according to the passenger

needs

Different types of boarding card (paper, sms)

Page 129: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing Variability Concepts

Alternatives that exist for each variable parts – Alternatives that fit in each variable part – Relationship constraints between such alternatives

Identify passenger

Fill in ESTA form

23 hours before

departure

3 hours before

departure

Fill in UM form

Fill in pet form

... Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Different timer start events Different seat assignment according to the passenger

needs

Page 130: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing Variability Concepts

Application context for each alternative – Conditions that make these variables being applied – Usually represented by a set of variables

Identify passenger

Fill in ESTA form

23 hours before

departure

3 hours before

departure

Fill in UM form

Fill in pet form

... Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Check-in type? • on-line • counter desk

Passenger needs? • No needs • Unaccompanied minor • Carrying a pet • wheelchair

Page 131: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Perspectives

Where can we find variability in a BP? – Behavioural – Functional – Informational – Organizational – Temporal – Operational

Page 132: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Perspectives

Behavioural It captures the dynamic behavior of a BP model and corresponds to the control flow between the activities. A control flow schema includes information about the order of the activities or the constraints for their execution.

Identify passenger

Fill in ESTA form

23 hours before

departure

3 hours before

departure

Fill in UM form

Fill in pet form

... Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Page 133: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Perspectives

Functional It specifies the decomposition of BPs, i.e., it represents the activities to be performed. While an atomic activity is associated with a single action, a complex activity refers to a subprocess or, more precisely, a sub-process model.

Identify passenger

Fill in ESTA form

23 hours before

departure

3 hours before

departure

Fill in UM form

Fill in pet form

... Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Identify passenger

Fill in ESTA form

Fill in UM form

Fill in pet form

Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Page 134: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Perspectives

Informational

Identify passenger Assign seat

Print boarding

card

Printed Boarding card

Drop off luggage

It concerns data and data flow, i.e., it represents the informational entities (e.g., data, artifacts, products, and objects) consumed or produced during the execution of BP activities.

Mobile Boarding card

Page 135: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Perspectives

Organizational It deals with the assignment of resources to the activities of a BP model, i.e., it represents the actors, roles (i.e., humans or systems), within an organization being in charge of executing certain BP activities.

Identify passenger Assign seat

Print boarding

card

Electronic Boarding card

Drop off luggage

Fill in ESTA form

23 hours before

departure Web

sys

tem

v

Cou

nter

des

k

v

Page 136: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Perspectives

Temporal

It deals with time issues and temporal constraints, i.e., it represents the occurrence of events during the course of a process, which affects the scheduling of activities from this process.

Identify passenger Assign seat

Print boarding

card

Electronic Boarding card

Drop off luggage

Fill in ESTA form

23 hours before

departure Web

sys

tem

v

Cou

nter

des

k

v

Page 137: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Perspectives

Operational

It refers to the implementation of process activities, i.e., the application services to be executed when an atomic activity is performed.

Identify passenger Assign seat

Print boarding

card

Electronic Boarding card

Drop off luggage

Fill in ESTA form

23 hours before

departure Web

sys

tem

v

Cou

nter

des

k

v

Self-service machine

Counter desk

Online

Page 138: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs

Are common BPML constructs sufficient to

properly represent variability in BPs?

Page 139: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs

Could we use...

– Conditional branching, – Separate process models, or – Sub-processes

… for such purpose?

Page 140: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs

Could we use...

– Conditional branching, – Separate process models, or – Sub-processes

… for such purpose?

Page 141: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs Conditional Branching

BPMLs could be used to represent process variant alternatives

Identify passenger

Fill in ESTA form

23 hours before

departure

3 hours before

departure

Fill in UM form

Fill in pet form

... Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Page 142: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs Conditional Branching

(+) Allows visualizing all alternatives in one shoot

Alternatives

Alternatives Alternatives

Identify passenger

Fill in ESTA form

23 hours before

departure

3 hours before

departure

Fill in UM form

Fill in pet form

... Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Page 143: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs Conditional Branching

(-) Hinders identifying existing variants

Identify passenger

Fill in ESTA form

23 hours before

departure

3 hours before

departure

Fill in UM form

Fill in pet form

... Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Page 144: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs Conditional Branching

(-) Hinders differentiating between domain dependent and domain independent conditional branching Domain

dependent

Domain independent

... ...

Mobile phone

Pay-pal

Bank transfer

Credit card

...

+

+

+

+

Fill in UM form

Fill in pet form

Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Page 145: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs

Could we use...

– Conditional branching, – Separate process models, or – Sub-processes

… for such purpose?

Page 146: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Cou

nter

des

k

v

Limitations of Common BPMLs Separate process models

(+) Each process variant in a separate model

Identify passenger Assign seat

Print boarding

card

Electronic Boarding card

Drop off luggage

Fill in ESTA form

23 hours before

departure Web

sys

tem

v

Variant 1:

Page 147: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs Separate process models

(+) Each process variant in a separate model

Identify passenger

Assign UM seat

Print boarding

card

Boarding card

Drop off luggage

3 hours before

departure Cou

nter

des

k

v Localize staff to accompany

passenger Fill in UM form

+ +

Variant 2:

Page 148: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs Separate process models

(-) Common fragments have to be replicated

Cou

nter

de

sk

v

Identify passenger Assign seat

Print boarding

card

Electronic Boarding card

Drop off luggage

Fill in ESTA form

23 hours before

departure Web

sys

tem

v

Variant 1:

Identify passenger

Assign UM seat

Print boarding

card

Boarding card

Drop off luggage

3 hours before

departure

Cou

nter

des

k

Localize staff to accompany

passenger Fill in UM form

+ + Variant 2:

Page 149: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs Separate process models

(-) Changes need to be replicated in all variants

Cou

nter

de

sk

v

Identify passenger Assign seat

Print boarding

card

Electronic Boarding card

Drop off luggage

Fill in ESTA form

23 hours before

departure Web

sys

tem

v

Variant 1:

Identify passenger

Assign UM seat

Print boarding

card

Boarding card

Drop off luggage

3 hours before

departure

Cou

nter

des

k

Localize staff to accompany

passenger Fill in UM form

+ + Variant 2:

Sign airline form

Sign airline form

Page 150: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs

Could we use...

– Conditional branching, – Separate process models, or – Sub-processes

… for such purpose?

Page 151: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs Sub-processes

(+) Promotes the reuse of common fragments (+) Allows reducing the size of the model

Cou

nter

de

sk

v

Start check-in Assign seat

Print boarding

card

Electronic Boarding card

Drop off luggage

Fill in ESTA form

23 hours before

departure Web

sys

tem

v

Variant 1:

+

Identify passenger

Sign airline form

Page 152: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs Sub-processes

(-) Variability related issues cannot be explicitly represented

Cou

nter

de

sk

v

Start check-in Assign seat

Print boarding

card

Electronic Boarding card

Drop off luggage

Fill in ESTA form

23 hours before

departure Web

sys

tem

v

Variant 1:

+

Identify passenger

Sign airline form

Page 153: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Limitations of Common BPMLs

Even though these techniques are supported by commercial BPM tools, they do not enable

transparent and explicit management of process variants

Page 154: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Variability in other Domains

Is there something out in other domains that

can be used?

Page 155: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Variability in the SPL domain

Software Product Line (SPL) Engineering – Put emphasis on Reusability and Flexibility by

• Consolidating and capitalizing on commonality through the product line

• Focusing on product variations – Objectives:

• Create a collection of similar software systems from a shared set of software assets using a common means of production

Page 156: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Language requirements

Variation point Alternative process element Alternative process element context Alternative process element relationship Variation point resolution time

Page 157: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Language requirements

Variation point

Precise position within a configurable process where different choices are possible depending on the current context or situation.

Variation point

Variation point Variation point

Identify passenger

Fill in ESTA form

23 hours before

departure

3 hours before

departure

Fill in UM form

Fill in pet form

... Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Page 158: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Language requirements

Alternative process element

Particular option that may be instantiated at a specific variation point and may refer to any modelling element such as activities and their control flow, resources, data, events, or operations.

Identify passenger

Fill in ESTA form

23 hours before

departure

3 hours before

departure

Fill in UM form

Fill in pet form

... Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Page 159: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Language requirements

Alternative process element context

Subset of process variables whose values make a particular alternative process element to become instantiated for a variation point.

Context variable

NO

UM

PET

WHEEL

Identify passenger

Fill in ESTA form

23 hours before

departure

3 hours before

departure

Fill in UM form

Fill in pet form

... Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Special needs?

Page 160: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Language requirements

Alternative process element relationship

Constraint of use between two or more alternative process elements. These constraints are defined based on semantic relationships to ensure the proper use of the involved alternative process elements within a specific context.

Identify passenger

Assign UM seat

Print boarding

card

Boarding card

Drop off luggage

3 hours before

departure Cou

nter

des

k

v Localize staff to accompany

passenger Fill in UM form

+ +

Inclusive

Page 161: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Language requirements

Variation point resolution time

This requirement should allow modellers to distinguish between variation points whose resolution depends on the initial context (configuration time) or on the current context of a process instance (enactment time).

Identify passenger

Fill in ESTA form

23 hours before

departure

3 hours before

departure

Fill in UM form

Fill in pet form

... Assign seat

Assign UM seat

Assign seat (pet company)

Assign seat (wheelchair)

Enactment time Configuration

time

Page 162: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing BP Variability

Two main approaches: – Behavioural-based approaches – Structural-based approaches

Page 163: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Two main approaches: – Behavioural-based approaches – Structural-based approaches

Representing BP Variability

Page 164: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing BP Variability Behavioural-based approaches

Behavioural-based approaches – Single modelling artefact (Configurable process model) – Process variant derivation by removing parts from the

configurable process model • Techniques for variant derivation:

– Configurable nodes and configuration requirements and guidelines

– Hiding and blocking

– Proposals found in BPM literature • C-EPC/C-iEPC (Rosemann et al. 2007/La Rosa et al. 2008) • C-YAWL (Gottschalk et al. 2008)

Page 165: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing BP Variability Behavioural-based approaches

Configuring configurable process elements

Con

figur

atio

n of

Var

iant

s Pr

oces

s- M

odel

ing

Context

Configurable process model

A

B C

D

C D

E D F

G

H

I

J

K …

Process family

A G

H

I

J

K …

A B C G

H

I

J

K …

A D G

H

I

J

K …

Page 166: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing BP Variability Behavioural-based approaches

C-iEPC – Configurable nodes

• Connectors – Restrict their behaviour or SEQ

• Functions – Configured as ON, OFF, or OPT

• Objects – 2 Dim: Optionality and specialization

• Roles – 2 Dim: Optionality and specialization

– Configuration... • Requirements

– State hard configuration constraints

• Guidelines – State soft configuration constraints

Page 167: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing BP Variability Behavioural-based approaches

C-iEPC – Configurable nodes

• Connectors – Restrict their behaviour or SEQ

• Functions – Configured as ON, OFF, or OPT

• Objects – 2 Dim: Optionality and specialization

• Roles – 2 Dim: Optionality and specialization

– Configuration... • Requirements

– State hard configuration constraints

• Guidelines – State soft configuration constraints

Page 168: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing BP Variability Behavioural-based approaches

C-iEPC

– Configurable nodes

• Connectors – Restrict their behaviour or SEQ

• Functions – Configured as ON, OFF, or OPT

• Objects – 2 Dim: Optionality and specialization

• Roles – 2 Dim: Optionality and specialization

– Configuration... • Requirements

– State hard configuration constraints

• Guidelines – State soft configuration constraints

Page 169: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing BP Variability Behavioural-based approaches

C-iEPC – Configurable nodes

• Connectors – Restrict their behaviour or SEQ

• Functions – Configured as ON, OFF, or OPT

• Objects – 2 Dim: Optionality and specialization

• Roles – 2 Dim: Optionality and specialization

– Configuration... • Requirements

– State hard configuration constraints

• Guidelines – State soft configuration constraints

Page 170: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing BP Variability Behavioural-based approaches

C-iEPC – Configurable nodes

• Connectors – Restrict their behaviour or SEQ

• Functions – Configured as ON, OFF, or OPT

• Objects – 2 Dim: Optionality and specialization

• Roles – 2 Dim: Optionality and specialization

– Configuration... • Requirements

– State hard configuration constraints

• Guidelines – State soft configuration constraints

Page 171: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing BP Variability Behavioural-based approaches

C-iEPC – Configurable nodes

• Connectors – Restrict their behaviour or SEQ

• Functions – Configured as ON, OFF, or OPT

• Objects – 2 Dim: Optionality and specialization

• Roles – 2 Dim: Optionality and specialization

– Configuration... • Requirements

– State hard configuration constraints

• Guidelines – State soft configuration constraints

Page 172: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

C-iEPC – Let’s derive the variant where:

• Unaccompanied Minor (UM) • Check-in luggage • No luggage overweight

Page 173: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

C-iEPC

• Connectors

• XORc2 = SEQ1b

Page 174: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

C-iEPC

• Connectors

• XORc2 = SEQ1b • XORc6 = SEQ2b

Page 175: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

C-iEPC

• Connectors

• XORc2 = SEQ1b • XORc6 = SEQ2b

• Functions • Fill in ESTA form = OFF

Page 176: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

C-iEPC

• Connectors

• XORc2 = SEQ1b • XORc6 = SEQ2b • XORc9 = OR

• Functions • Fill in ESTA form = OFF

Page 177: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

C-iEPC

• Connectors

• XORc2 = SEQ1b • XORc6 = SEQ2b • XORc9 = OR

• Functions • Fill in ESTA form = OFF • Localize staff = ON

Page 178: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

C-iEPC

• Connectors

• XORc2 = SEQ1b • XORc6 = SEQ2b • XORc9 = OR

• Functions • Fill in ESTA form = OFF • Localize staff = ON • Drop off lugg. = ON

Page 179: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

C-iEPC

• Connectors

• XORc2 = SEQ1b • XORc6 = SEQ2b • XORc9 = OR • XORc12 = OR

• Functions • Fill in ESTA form = OFF • Localize staff = ON • Drop off lugg. = ON

Page 180: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

C-iEPC

• Connectors

• XORc2 = SEQ1b • XORc6 = SEQ2b • XORc9 = OR • XORc12 = OR

• Functions • Fill in ESTA form = OFF • Localize staff = ON • Drop off lugg. = ON • Pay extra fee = OFF

Page 181: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

C-iEPC • Roles

• c1 = Economy class counter • c4 = Economy class counter • c5 = Economy class counter • c7 = Economy class counter • c10 = Economy class counter • c11 = Economy class counter

• Objects • C8 = Paper boarding card

Page 182: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

C-iEPC

Mental process followed in C-EPC:

1. Inspect all configurable nodes 2. Evaluate the associated requirements 3. Configure configurable nodes accordingly

Page 183: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Variant Extraction Task Cognitive discussion

C-iEPC – Cognitive discussion

• 3 basic operations: – Locating elements

» Easy to perform thanks to their visual differences – Evaluating Boolean expressions

» Can be pretty challenging depending on the complexity of the expression

» Some evaluations depend on previous decisions – Adapting the model accordingly

» Elements have to be mentally removed

⇒Complexity depends on how many requirements have to be analyzed

Page 184: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Two main approaches: – Behavioural-based approaches – Structural-based approaches

Representing BP Variability

Page 185: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Representing BP Variability Structural-based approaches

Structural-based approaches – Several modelling artefacts

• Base model • Change operations

– Process variant derivation through the application of change operation to the base model

– Proposals found in BPM literature • Provop (Hallerbach et al. 2010)

• Rule representation and processing (Kumar and Wen 2012)

Page 186: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Con

figur

atio

n of

Var

iant

s Process family

A G

H

I

J

K …

A B C G

H

I

J

K …

A D G

H

I

J

K …

Representing BP Variability Structural-based approaches

Provop

Choosing and applying options

Proc

ess-

Mod

elin

g

Context

Options

... Delete

Option n

Modify ... Insert

Option 1

... Move

Base model A D G I K …

Page 187: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Provop – Base model

• Policies: Standard process Most frequently used process Minimal average distance Superset of all process variants Intersection of all process variants

Representing BP Variability Structural-based approaches

Adjustment Points

Variant: Passenger with no special needs, dropping off luggage, carrying luggage excess

Page 188: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Provop – Change Options

• Allow deriving new variants • Are applied to the base model

Representing BP Variability Structural-based approaches

Page 189: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Provop – Options Constraints

• Relationships : Implication, Exclusion, Order, etc.

Representing BP Variability Structural-based approaches

Page 190: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Provop – Context Model

Representing BP Variability Structural-based approaches

Page 191: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop – Let’s derive the variant where:

• Unaccompanied Minor (UM) • Check-in luggage • No luggage overweight

Page 192: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 1. Examine all change options and their Boolean

expressions

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 193: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 2. Select all change options satisfying the given context

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 194: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 3. Determine whether all options can be applied

according to the constraint model

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 195: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Locate the variation points where options apply

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 196: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Locate the variation points where options apply

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 197: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Locate the variation points where options apply

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 198: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Mentally integrate change options into the base model

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 199: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Mentally integrate change options into the base model

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 200: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Mentally integrate change options into the base model

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 201: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Mentally integrate change options into the base model

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 202: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Mentally integrate change options into the base model

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 203: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Mentally integrate change options into the base model

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 204: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Mentally integrate change options into the base model

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 205: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Mentally integrate change options into the base model

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 206: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Understandability Task Process Variant Extraction

Provop 4. Mentally integrate change options into the base model

Variant: Unaccompanied minor, check-in luggage, no luggage overweight

Page 207: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Variant Extraction Task Cognitive discussion

Provop

Mental process followed in Provop:

1. Examine all change options and their Boolean expressions 2. Select all change options satisfying the given context 3. Determine whether all options can be applied according to the

constraint model 4. Locate the variation points where options apply 5. Mentally integrate change options into the base model

Page 208: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Process Variant Extraction Task Cognitive discussion

Provop – Cognitive discussion

• Two main operations: – Selecting change options

» Boolean expression need to be evaluated » All are expressed in terms of context variables » Check for conflicts in the constraint model

– Applying change options into the base model » Determine by the change distance between the base

model and the variant to be derived. » The type of operation influences the complexity (delete

vs. insert)

Page 209: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Language Support Comparison Structural vs Behavioural

C-EPC Provop Variation Point + + Alternative process elements F, B, O, I F, B Alternative process element context + + Alternative process element relationships +/- + Variation point resolution time - -

functional (F), behavioral (B), organizational (O), Informational (I) perspectives

Page 210: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Qualitative Comparison

Discussion – Modelling elements

• In C-EPC are mainly deleted • In Provop can be added, deleted, and moved » Deletion presumably involves less cognitive effort

Page 211: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Qualitative Comparison

Discussion – Variability modelling elements

• Single artefact in C-EPC – Configurable process model » Works for small models » Overload for large models

• Separate artefacts in Provop – base model, change options, options constraint, context

model » Abstraction mechanisms favour model understanding

Page 212: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Qualitative Comparison

Discussion – Boolean expressions

• C-EPC: Represented in terms of the model structure – Forces to keep track of previous decisions – Presumably imposing bigger mental effort

• Provop: Represented in terms of context variables – Semantics is explicit in the model » Presumably imposing less mental effort

Page 213: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Business Process Repositories Merging Process Models: Behavioral Approach

La Rosa et al, 2010

Process (Variant) Models

(Configurable) Process Model

merge

Page 214: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

1. Configurations are very costly

2. Variants are difficult to maintain

Original reference process model S

…customization & adaptation

Process variant S1 Process variant S2 Process variant Sn

mining & learning

Discovered reference process model S’

Control differences Goal: Less configurations!

e.g., discover a new reference process model having lower average weighted distance to the variants than the original reference process model has!

Why?

1. Limit the efforts to update reference model

2. Avoid spagatti-like structure

3. Obtain the flexibility to only perform the important changes

Business Process Repositories Merging Process Models: Structural Approach

Page 215: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Business Process Repositories Merging Process Models: Structural Approach

Li, Reichert, & Wombacher 2012

Page 216: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Applying Heuristics Search to Scenario 2

Variants

d=1

d = 2

d =

3

Original reference

model No search distance

constraint

Force 1:close to variants

Force 2: close to reference

Snc : Search result without

constraint

Original Reference model

Process variants

Intermediate search result

Search steps

Discovered Reference Model

Sc: Search result with constraint

Business Process Repositories Merging Process Models: Structural Approach

Page 217: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

A B Z

SCkidSB

kidSAkid …

A B C YZ

Best kid when changing A

Best kid when changing Y

Best kid when changing B

Best kid is better than parent

Best kid is NOT better than parent

SZkid SY

kid

Best kid when changing Z

Best kid when changing C

Search tree based on best kids Skidaj

Start

Original reference model S

SsibBest sibling of all best kids

B Terminating condition: No kid is better than its parent

Search result

Applying Heuristics Search to Scenario 2

Business Process Repositories Merging Process Models: Structural Approach

Page 218: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Can we find a model closer to the variants by performing saying only 3 changes of the old reference model?

Average (weighted) distance of S to the variants: 4 high-level changes (NP-hard complexity)

Business Process Repositories Merging Process Models: Structural Approach

Example (1)

Page 219: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Business Process Repositories Merging Process Models: Structural Approach

Example (2)

Page 220: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Business Process Repositories Merging Process Models: Structural Approach

Healthcare Case Study

Page 221: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Business Process Repositories Navigating in Respositories and Large Process Models

Page 222: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Level of granularity

Process World Process Areas Processes Process Step

Business Process Repositories Navigating in Respositories and Large Process Models

Practical demands: Navigate in Large Process Models

Navigation within one single dimension (forward/backward)

Views are predefined

No comprehensive tool support available

Page 223: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

comprises a sequence of user interactions allows process participants to navigate from a default

visualization of a large process to more specific ones

Business Process Repositories Navigating in Respositories and Large Process Models

Process Navigation (niPRO)

niPRO - Hipp, Mutschler & Reichert, 2012

Page 224: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Geographic dimension

View dimension

Business Process Repositories Navigating in Respositories and Large Process Models

niPRO Core Navigation Model – Inspired by Google Earth

niPRO - Hipp, Mutschler & Reichert, 2012

Page 225: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Level 1 The Globe Process world

Level 2 Continents Process areas

Level 3 Countries Processes

Level 4 Cities Process steps

Geographic dimension

View dimension

Business Process Repositories Navigating in Respositories and Large Process Models

niPRO Core Navigation Model – Inspired by Google Earth

Page 226: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

3-dimensional navigation concept

Business Process Repositories Navigating in Respositories and Large Process Models

niPRO - Hipp, Mutschler & Reichert, 2012

Page 227: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Initial situation • 3-dimensional

navigation space

• Different navigation states (g, s, v)

• State transitions (= user interactions)

119

Business Process Repositories Navigating in Respositories and Large Process Models

Page 228: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

120

Some Challenges – How to guide the user through the navigation space? – How to recommend certain paths within the navigation

space (i.e., to reduce number of interactions)? – How to remove specific navigation states being not

reasonable… – How to assist users when the navigation space gets

more complex… A process navigation model is needed

Business Process Repositories Navigating in Respositories and Large Process Models

Page 229: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Typical use case A developer wants to

see which process step has to be done, after he completed the current process step.

Business Process Repositories Navigating in Respositories and Large Process Models

Page 230: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Start: (0,0,0) End: (1,1,0)

Typical use case A developer wants to

see which process step has to be done, after he completed the current process step.

Business Process Repositories Navigating in Respositories and Large Process Models

Page 231: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Agenda

Challenges & Basic Notions

Part I: Large Process Models

Part II: Large Process Model Collections

Part III: Large Process Structures

References

Page 232: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

System

Komponente Komponente Komponente

System

Gesamtsystem

Large Process Structures Motivation

Page 233: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Interacting process fragments. The arcs show the interactions that need to take place between fragment instances.

Large Process Structures A Simple Example

Mans et al., 2012

Page 234: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Proclets provide a framework for modeling and executing workflows

A Proclet can be seen as a lightweight workflow process able to interact with other Proclets (potentially at different levels of aggregation).

A Proclet class specifies which tasks need to be executed and in which order, i.e., the Proclet class defines the process followed by individual Proclets. One instance is called a Proclet instance.

Large Process Structures Proclets

Page 235: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Proclet classes for the illustrated scenario Mans et al., 2012

Large Process Structures Proclets

Page 236: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Large Process Structures Proclets

Mans et al., 2012

Page 237: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Product Process Product Process =

Process

Process

Process Process Process

Process

Process

Process

Process Process

Process structure needs to be adapted when product

structure changes!

Large Process Structures Data-driven Process Structures: Motivation

Page 238: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Modeling

Brett-Test Telematik

Brett-Test Komponente Brett-Test

Komponente Brett-Test Komponente

Brett-Test Innenraum

Auswahl Komponenten

Brett-Test Motor

Brett-Test Komponente

Prüfstand Motor E/E-Klausur

Release

Execution

Dynamic Adaptation

Exception Handling

Large Process Structures Data-driven Process Structures: Motivation

Page 239: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Modeling

System

Komponente Komponente Komponente

System

GesamtsystemBrett-Test Telematik

Brett-Test Komponente Brett-Test

Komponente Brett-Test Komponente

Brett-Test Innenraum

Auswahl Komponenten

Brett-Test Motor

Brett-Test Komponente

Prüfstand Motor E/E-Klausur

Release

Corepro: Integrated Support of Data-driven Process Structures

Execution

Dynamic Adaptation

Exception Handlung

Data-driven Process Structure

Large Process Structures Data-driven Process Structures: Motivation

Page 240: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Large Process Structures Data-driven Proess Structures: Motivation

Spezifi-zieren Spezifiziert AngeliefertBestellen

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Labor-test

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Motor-SG Benzin

S ESicht-Prüfung

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Multimedia-Einheit

S ESicht-Prüfung

[i.O.]

[Nicht i.O.]

τ

Spezifi-zieren Spezifiziert AngeliefertBestellenGPS Sensor

S ESicht-Prüfung

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Motor-SG Diesel

S ESicht-Prüfung

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S ESicht-Prüfung

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Tür-SG Beifahrer

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Klima-Steuergerät low

S ESicht-Prüfung

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Spezifi-zieren Spezifiziert AngeliefertBestellenKlima Display

S ESicht-Prüfung

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[Nicht i.O.]

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Getriebe Steuergerät 2

S ESicht-Prüfung

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Motor-SG Benzin 2

S ESicht-Prüfung

[i.O.]

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Spezifi-zieren Spezifiziert AngeliefertBestellen

Klima Bedieneinheit 2

S ESicht-Prüfung

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Klima Bedieneinheit 1

S ESicht-Prüfung

[i.O.]

[Nicht i.O.]

Spezifi-zieren Spezifiziert AngeliefertBestellen

Motor-SG Diesel 2

S ESicht-Prüfung

[i.O.]

[Nicht i.O.]

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Klima Bedieneinheit 3

S ESicht-Prüfung

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τ τ

Page 241: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Data-Driven Process Structures: The Corepro Approach

Large Process Structures Corepro

Page 242: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Gesamtsystem

hatSys

System

Komponente

hatKomp

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od

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Release-bildung

Release Gebildet

Prototyp umgebaut

UmbauMechanik

Rück-dokumentation

GesamtsystemS E

AuswahlKomponenten

Konfiguration gebildet

Muster Aufgebautτ Brett-

Test

SystemS E

Bestellung Komponente angeliefert AbgesichertAbsicherung

KomponenteS EMelden[i.O.]

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nutztKomp

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nutztKomp

TV TunerV1.83

nutztKomp

Gesamtsystem

System

Komponente

Komponente

InstallierenhatKomp

TV Tuner V1.83

BestätigungMuster

M o d e l l e b e n e

I n s t a n z e b e n e

Release-bildung

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Prototyp umgebaut

UmbauMechanik

Rück-dokumentationS E

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Data Structure

Data Model

Data-driven Process Structure

Object Life Cycles / Life Cycle Coordination Model

Large Process Structures Corepro

Müller et al. 2007

Page 243: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Gesamtsystem

hatSys

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Komponente

hatKomp

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Release Gebildet

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UmbauMechanik

Rück-dokumentation

GesamtsystemS E

AuswahlKomponenten

Konfiguration gebildet

Muster Aufgebautτ Brett-

Test

SystemS E

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KomponenteS EMelden[i.O.]

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Data-driven Process Structure

Large Process Structures Corepro

Müller et al. 2007

Page 244: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

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Large Process Structures Corepro

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Page 245: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

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Page 246: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Large Process Structures Data-driven Process Structures: Corepro

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• Significant reduction of modeling efforts for process engineers

• Formal operational semantics allows for correct executability

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Page 247: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

BR212, Rel. 02/08

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Data-driven Process Adaptation

Large Process Structures Data-driven Process Structures: Corepro

Müller et al. 2008a

Page 248: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

BR212, Rel. 02/08

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YIELD!

YIELD!

YIELD! YIELD!

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Forward Recovery

Large Process Structures Data-driven Process Structures: Corepro

Exception Handling

Page 249: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

Graphical User Interface of COREPROSim Automatic Creation and Execution of a Process Structure Dynamic Adaptation and Exception Handling Simulating Large Process Structures

NotActivated

Activated

Done

Skipped

Inkonsistenzerkannt

Waiting

Processing

Fired

Disabled

Zustandsmarkierungen Transitionsmarkierungen

Defining the Model Level with Correctness Checks

Large Process Structures Data-driven Process Structures: Corepro Proof-Of-Concept

Müller et al. 2008b

Page 250: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

= Objektzustand Interne Transition mit verknüpftem Prozess und Transitionsbedingung= = Endzustand= Startzustand

PD = Product Development, HW = Hardware, SW = Software

Process Description of the ISO Norm Data Model in COREPRO-Sim OLC of Object Type "System" Life Cycle Coordination Model Instance Level: Data Structure and Automatically Created Process Structure

Large Process Structures Corepro: Case Study ISO 26262 -- Road Vehicles, Functional Safety

Page 251: Large Process Models and Process Model Collections ... · Large Process Models and Process Model Collections: - Challenges, Methods, Technologies - Barbara Weber . Victoria Torres

References

Ahmed Awad: BPMN-Q: A Language to Query Business Processes. EMISA 2007: 115-128.

Ahmed Awad, Gero Decker, Mathias Weske: Efficient Compliance Checking Using BPMN-Q and Temporal Logic. BPM 2008: 326-341.

Bobrik, R.; Reichert, M.; Bauer, T.: Requirements for the Visualization of System-Spanning Business Processes. Proc 16th Int’l Workshop on Database and Expert Systems Applications (DEXA’05), IEEE Computer Society, pp. 948–954 (2005)

Bobrik, R.; Bauer, T.; Reichert, M.: Proviado – Personalized and Configurable Visualizations of Business Processes. Proc 7th Int’l Conf on Electronic Commerce and Web Technologies (EC-Web’06) LNCS 4082, pp. 61–71 (2006)

Bobrik, R.; Reichert, M.; Bauer, Th.: View-based Process Visualization. In: Proc Int‘l Conf on Business Process Management (BPM’07) LNCS 4714, pp. 88–95 (2007)

Remco M. Dijkman, Marlon Dumas, Boudewijn F. van Dongen, Reina Käärik, Jan Mendling: Similarity of business process models: Metrics and evaluation. Inf. Syst. 36(2): 498-516 (2011)

M. Dumas, L. Garcia-Banuelos, M. La Rosa, R. Uba. Fast Detection of Exact Clones in Repositories of Business Process Models. Information Systems (to appear).

Eshuis, R., Grefen, P.: Constructing Customized Process views. Data Knowl Eng, 64, pp. 419-438 (2008)

Christian Gerth, Markus Luckey, Jochen Malte Küster, Gregor Engels: Detection of Semantically Equivalent Fragments for Business Process Model Change Management. IEEE SCC 2010: 57-64

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