SCIENTIFIC RESEARCH METHODOLOGIES AND TECHNIQUES Unit 13: ROADMAPPING … · 2012-09-25 · SCIENTIFIC RESEARCH METHODOLOGIES AND TECHNIQUES Unit 13: ROADMAPPING ©L. M. Camarinha-Matos,

SCIENTIFIC RESEARCH

METHODOLOGIES AND TECHNIQUES

Unit 13: ROADMAPPING

© L. M. Camarinha-Matos, 2009, 2012 11

Unit 13: ROADMAPPING

AND FUTURE PLANNING (II)

Luis M. Camarinha-Matos

[email protected]

PhD PROGRAM IN ELECTRICAL AND COMPUTER ENGINEERING

NOW

Sustainable collaborative

networks

THEN

Well-founded models & theory

Reference models

Generic (invisible) infrastructures

Replicable breeding environments

Controlled emerging behavior

Re-utilizable toolbox

Social responsibility

Example:

Roadmap for collaborative networks


Ad-hoc experiments

e-Myths

No interoperability

No reference model

Ill-understood behavior

Lack of support services

...

Emerging collaborative

networks

What is a collaborative network ?

VE coordinator

VE members

CustomerNetwork

Industrial Virtual Enterprises Movie industry networks

ProfessionalVirtual Communities

Virtual Labs

© L. M. Camarinha-Matos, 2009, 2012 3#

Virtual Labs

Elderly care networks

Networks of machines

TourismInsuranceConsultationDisaster rescuee-GovernmentVirtual institutesEuropean borders protection

...

Examples

WHAT IS IN A CN ?

Variety of entities - organizations and people … even machines

largely autonomousgeographically distributed

What is a collaborative network ?


geographically distributedheterogeneous in terms of their:

operating environment, culture, social capital and goals

Collaborate to (better) achieve common or compatible goals

Interactions are supported by computer networks.

1. BASELINE


1. BASELINE

First steps

Characterize and consolidate baseline1

VO projectsexperience

VOSTERportfolio

THINKcreativeSoA

Nationalinitiatives

Industry surveys

Other roadmaps

Baseline consolidation process & workshop


Perceive trends and designscenarios

2Baseline

Publishedscenarios

Internal scenarios

THINKcreativeDelphi

Nationalinitiatives

Future scenarios

R1

R2Identified

trends

R3R2

Scenarios characterizationTrends characterization

� Research on VO has created a critical mass and European-wide intuitiveunderstanding of the area.

� Basic supporting infrastructures and relevant technologies are well represented, but the developments are often focused on particular needs and based on ad-hoc experiments, hardly re-utilizable.

� Generic functions or harmonization of achievements are addressed only in a few projects.

Baseline


� Efforts on general plug-and-play architecture and interoperability are also to a large extent missing.

� Consequently, no generally accepted reference model or interoperability base are available.

� Although several disciplines are concerned, the main focus has been on theICT infrastructure. Research on social/organizational, including management,is mainly focused on best practice. Integration with technological development and impacts on structures are not covered. In addition little research is focused on the social and organizational issues created by VOs

KEY DRIVERSTechnologyEnvironment

& Society

Law/Politics

Changing role of governmentsPower of corporations / marketsAccountability

Key drivers


KEY DRIVERSTechnology

Economy

& Society

Regional clustering & GlobalizationExternal complexityTurbulent environmentFocus on core competenciesCrisis management Integration/desintegration of corporationsCustomer orientation

Reliance on technologyInformation & knowledgeSupporting infrastructures

Interoperability crisisInternal complexityInnovation

Demographic shiftLife-long learningGrowing individualismNew ways of workDynamic relationshipsSocial/moral/ethical implications

135 experts

Delphi survey (THINKcreative project)


135 experts- 69% industry- 31% academia

Innovation 5 years 10 years 15 years

Innovation (product,

services, processes)

becomes a dominant

success factor

��

Quality and “robustness”

of products, services,

processes, become more

important than

innovation

��

Delphi survey – Example results


��

Innovation will be

pursued mainly

…. in

collaborative networks

��

Innovation will be

pursued mainly

… by each

organization (isolated)

��

��

Totallydisagree

Totallyagree

Irrelevant

Innovation on products, services, and processes will clearly become a dominant

success factor.

Innovation will be pursued mainly in collaborative

networks, especially in the medium and long term.

THINKcreative Delphi Survey

� 100 experts identifying the trends

Key drivers Trend

Economy

Regional clusteringand globalization

Although regional clusters, by reinforcing long-term relationships and leveraging local“culture”, local specificities, and proximity to customers, might have in the short term someeffects against the threats of globalization, the trends in the medium and long term areunclear.

External complexity Business processes tend to be supported on highly dynamic and increasingly complex

Delphi survey – Identified trends


External complexity Business processes tend to be supported on highly dynamic and increasingly complexnetworks of collaborative entities, a trend particularly expected in the medium and longterm, but not a so clear reality in the short term.

Turbulentenvironment

The speed of change in business environments is likely to increase, even in the shortterm, and a definitive expectation for the long term.The amount of change in business environments is likely to continue growing, as amoderate expectation for the short term and a clear trend in the long term.

Focus on corecompetencies

In order to remain lean and highly efficient in competing markets, organizationsprogressively trend to focus on their core competencies.

Crisis management There is a moderate expectation that, in the medium and long term, crisis managementwill become a standard “capability” in organizations.At the same time, crisis management might become a specialized activity (market niche)for some specific entities.

Integration /disintegration ofcorporations

The structure of large organizations is likely to evolve, in the medium and long term,namely in the form of organized disintegration (forming complex networks of interactingunits).

...

INTRODUCTIONMotivation, Base concepts

NEW COLLABOARTIVE FORMSSoA, Scenarios, Examples

GLOBAL & REGIONAL RESEARCH AGENDASDelphi, Workshops, Non-EU views

THINKcreative book


Delphi, Workshops, Non-EU views

HUMAN, SOCIETAL, AND ORGANIZATIONAL ASPECTS

ICT FACTORSInfrastructures, MAS, Emerging technologies

FOUNDATIONS AND MODELINGModels, theories, MAS modeling,soft modeling, logic of obligations

ROADMAP EXAMPLEResearch agenda for advanced CNs

2. VISION STATEMENT


2. VISION STATEMENT

Towards the vision

Preliminary Vision 1

Elaborate first vision statement and instantiations3

Identifiedtrends

Baseline

R1VOmapgoals

R2


VOmap expertsrecommendation

Future scenarios

R3

Preliminary Vision 2

1st workshop on vision

1st Vision&

Instantiations

R4

Scenarios provide guidelines on:

• which directions are more probable for future

• estimation of future results

• Forecasting techniques have become a prerequisite for investments

• A widely recognized & frequently used technique is scenario building

Plausible scenarios of future


Based on:

• driving forces

• possible trends

• opposing factors

Requires:

• significant amount of time and

resources to estimate the future,

specially for developing large-scale

scenarios as required for VOs of

future

Scenario A

Trend AnalysisTHINKCreative

Vision

VOmap

State of the Art

VOSTER + ...

Scenario C

Industry

Support

Scenario B

Scenario cases - I

“Virtual Countries”

•No national loyalty•Large vertically & horizontally integrated firms•As powerful as nations•Employee ownership /Full democracy (election)

•Family members “belong” to the same virtual country

“Virtual companies”

Small companies)

(Large networks of

• Fluid networks for organizing tasks

• Up to 10 people• Rapid innovation

• Stable communities to


Two border scenarios of Laubacher & Malone, 1997

the same virtual country cradle-to-grave

•Pervasive role•Life maintenance

• Stable communities towhich people belong• Life maintenance

(through “guilds”&unions)

3 years > 650 experts and > 300 executives

(Robert J. Laubacher, Thomas W. Malone, and the MIT Scenario Working Group. Two Scenarios for 21st Century

Organizations: Shifting “Networks of Small Firms” or All-Encompassing "Virtual Countries”

http://ccs.mit.edu/21c/21CWP001.html )

PLAYERS IN A DYNAMIC ECONOMY

Global Networked Firm

Regional clusters and enterprise

networks:

provide very powerful and

flexible ways to support SMEs.

Professional (virtual)

communities:

Scenario cases - II


Three potential players in a future economy scenario

Service provision

Professional communities

Regional clustersand enterprise

networks

provide specialized skills and

flexible, but secure working

conditions for members.

Global networked firms:

provide flexible usage of

regional networks and

knowledge workers through a

very flexible project-oriented

team organization.

> 50 experts from > 25 organizations

NOW

Wildglobalization

Scenario ranges


Sustainable breeding environments for dynamic VOs

Socialresponsibility

Virtual countries Virtual companies

VOmap visionof sustainable

breeding environmentsfor dynamic VOs

Desirable & Feasible ??Desirable & Feasible ??

SustainableTHEN

In 2015 most enterprises will be part of some sustainable collaborative networks that will act as breeding environments for

the formation of dynamic virtual organizations in response to fast changing market opportunities and conditions.

Main mechanisms:

• Well founded models of collaboration

“

• Identifies required areas for research and development

1st Vision statement


• Well founded models of collaboration• Management systems for breeding environments replicable to a

large variety of sectors• Generic and invisible infrastructure and re-utilizable service toolbox,

based on interoperability standardization• Extensive use of pervasive computing

• VO management principles adapted to emerging behavior in complexnetworks

• Active innovation and new value systems management in networks

• Support of social responsibility, including “life maintenance”, based

on a suitable ethical code• Comprehensive (international) legal frameworks for VOs

As a result, a strong and cohesive social fabric is built in response to

turbulence and uncertainty.

”

•Identifies the needs form other social bodies (government and regulatory bodies

•Creates new opportunities for businesses large and small

Vomap

Roadmap

Formal modelsand theory

Socio-economicFocus area

12 3 4

5

VOmap focus areas


Multi-disciplinary contributions

VO Management Focus area

Support servicesFocus area

ICT infrastructure

Focus area

and theoryFocus area

Focus area

The socio-economic environment will be fully developed to support virtual

organizations, stressing the importance of human-related issues at the individual

and organizational level, in enabling institutions and in a transparent regulatory

environment.

• People being prepared and supported to work as employees or professionals

in enterprise networks or other virtual organisation settings

Vision instantiation for socio-economic area


in enterprise networks or other virtual organisation settings

• New mechanisms and institutions to provide for human sense of belonging,

long-lasting relationships and stability (social responsibility)

• New institutions and models to support “life maintenance”,

e.g. social security and personal training and development

• Support for companies by enabling institutions and services to set-up,

enter and develop virtual organisations regionally and internationally

• Transparent legal framework, specially in the case of institutional collaboration

• Regional assets and identity leveraged and preserved

• Well founded understanding of social and socio-economic processes and

developments in the context of networked economies

Well-defined business models will be developed to allow the systematic VO

management, namely to act in regards to planning, control, organization and

leadership, taking into account the importance of social mechanisms in multi-interest

collaboration networks, as well as the transitional nature of VO.

• Wide understanding of brokerage and pro-active approach to VO formation

• VO planning and performance assessment mechanisms

• Clear mechanisms for leadership and participation in shared decision-making

Vision instantiation for VO management area


• Clear mechanisms for leadership and participation in shared decision-making

• Defined principles for sharing responsibility and benefits

• Established mechanisms for conflict management in “multiple-objective”

collaboration spaces

• Schema of incentives for long/short term collaboration

• Mechanisms, code of ethics, and institutions for trust-building support and

guarantee of customers’ confidence

• Supporting mechanisms for co-evolution and knowledge management and

ownership

• Seamless flow of knowledge and responsibility among various VOs along the

full life cycle of products/services

The ICT infrastructure will be developed as an invisible, affordable, and easy

to use enabler of collaborative behaviors in networked organizations.

• Technology-independent reference architecture for the horizontal

infrastructure

• Provide support for federated information and resources

Vision instantiation for ICT infrastructures


• Provide support for federated information and resources

management

• Flexible control mechanisms supporting the implementation

of a large variety of behaviors

• Plug-and-play concept extended to inter-organizational services

• Full e-transaction security is guaranteed

• “Configure yourself” philosophy (user “programmable”

infrastructure)

IT support services will be developed to assist VO brokers, management and employees with their tasks for setting-up, operating, and dissolving virtual organizations.The tools are embedded in flexible architectures suited for different types of virtual organizations; driven by business, social, legal, etc. needs and are easy to use and provide a well balanced approach between human support and business process automation.

Vision instantiation for support services


• Management of breeding environment (e.g. definition, behaviour,

membership, rules, rights, responsibilities, business interoperability)

• VO creation framework (choices of automatic / semi-automatic or search

assisted by the breeding environment’s manager)

• Coordination/management of highly distributed activities (human assisted)

• Risk management, assessment tools, performance measuring and

mechanisms for learning and experience collection

• Mechanisms for traceability and for handling post-cooperation IPRs

and liabilities

Vision instantiation for formal models and theories

Decision-making in all phases of the VO life cycle is based on well argued and

verified models and methodologies, which are the basis for the ICT-based

support for business and organizational development and operation:

• Established formal foundation to guarantee VOs effectiveness (performance

management), better decision-making, incremental learning from past

experience, and minimized operating problems via clear commitments


experience, and minimized operating problems via clear commitments

• The VO research area is recognized (and respected) as a scientific discipline

• Generic modeling of the VO (structure and behavior) as a top-down approach

addresses e.g. VO configuration, roles and responsibilities, coordination,

distributed process management, general agreements and contract

• Generic modeling of VO members’ behavior as a bottom-up approach addresses

e.g. contributed assets, accepted responsibilities, acquired rights, individual

commitments and contract

• Discipline-specific formal models are defined

• Models interoperability (generic and discipline-specific) are defined

3. GAP ANALYSIS


3. GAP ANALYSIS

Vision

GAP

Socio-economic

area

Limitations

VO Management

area

Limitations

ICT infra-Structures

area

Limitations

SupportServices

area

Limitations

Formal theories

& models

Limitations

Instantiation(ProblemSplitting)

Filling the GAP: “Where we are” – to – “Where we go”

4

Gap analysis step


Baseline

Limitations

Strengths

Limitations

Strengths

Limitations

Strengths

Limitations

Strengths

Limitations

Strengths

V1 V2 V3 V4 V5 V6

S1 Positive influence

S2 Moderate

S3 High

S4

L1 Negative influence

L2 Moderate

L3 High

L4

L5

L6

L7

Influence maps

V1 V2 V3 V4 V5 V6

S1 S2 S3 S4

L1 L2 L3 L4 L5 L6 L7

Positive influence

Moderate

High

Negative influence

Moderate

High

GAP – Formal models and theories

Decision-making in all phases of the VO life cycle is based on well argued and verified models and methodologies, which are the basis for the ICT-based support for business and organizational development and operation, as well as the base for education, training, and active operation of VOs. Mechanisms: V1 Established formal foundation to guarantee VOs effectiveness (performance management),

better decision-making, incremental learning from past experience, and minimized operating problems via clear commitments

V2 The VO research area is recognized (and respected) as a scientific discipline V3 Generic modeling of the VO (structure and behavior) as a top-down approach addresses e.g.

VO configuration, roles and responsibilities, coordination, distributed process management, general agreements and contract

V4 Generic modeling of VO members’ behavior as a bottom-up approach addresses e.g. contributed assets, accepted responsibilities, acquired rights, individual commitments and contract

V5 Discipline-specific formal models are defined V6 Models interoperability (generic and discipline-specific) are defined

VIS

ION

BASELINE


Strengths

S1 Increased awareness of limitations of current ad-hoc approaches

S2 Wide experience with process-oriented businesses

S3 Visual modelling techniques facilitate the comprehension of linkages and can be used as communication tools

S4 Variety of tools that can be “borrowed” from other disciplines, as starting basis (e.g. theory, agent-base modelling, complexity

theory, game theory, Knowledge management, etc)

+

S5 Limitations

L1 Lack of formal methods for collaborative networks, collaborative decision-making and collaborative behaviour modelling:

•Ad-hoc modelling techniques have become too pragmatic in recent years focusing on short-term results.

•VO areas not recognized as a scientific discipline yet.

Difficult to guarantee VO effectiveness. L2

Reference models are missing

L3 Most available modelling methods and tools were developed for single enterprises, not suitable for VO

L4 Enterprise reference models previously developed are also too focused on the single enterprise

L5 Models integration (models interoperability) missing

L6 Poor approaches to model the social and human aspects in collaborative networks (soft modelling)

-

L7 Poor support for dynamic Ontology creation and maintenance in a networked environment.

BASELINE

V1 V2 V3 V4 V5 V6

S1 Positive influence

S2 Moderate

S3 High

S4

L1 Negative influence

L2 Moderate

L3 High

L4

L5

L6

L7

Awarenessof ad-hoc

Experiencewith process-

Visual modeling

Formal toolsfrom other

GAP – Formal models and theories ...


EstablishFormal

foundation

VO recognized as

a discipline

Top downVO generic

models

Bottom upVO generic

models

Disciplinespecific formal

models

Models

interoperability

of ad-hocapproaches

with process-oriented models

modelingtechniques

Formal toolsfrom otherdisciplines

Lack formalmodels for

C-nets

Referencemodelsmissing

Models & toolsoriented to single

enterprise

Reference models for single

enterprise

Modelsintegration

missing

Poor modelsof social /human

aspects

No dynamicOntologycreation

Positive influence

Moderate

High

Negative influence

Moderate

High

4. PLAN OF ACTIONS


4. PLAN OF ACTIONS

Socio-economic

area

VOManagement

area

ICT infra-Structures

area

SupportServices

area

Formal theories

& models

• A1

• A2

• A1

• A2

• A1

• A2

• A1

• A2

• A1

• A2

Propose a plan of actions (a set of unordered transition steps)

5

Next steps


• A2

• A3

• A4

• A5

• A2

• A3

• A4

• A5

• A2

• A3

• A4

• A5

• A2

• A3

• A4

• A5

• A2

• A3

• A4

• A5

Verify the planned actions

6

• A1• A2• A3• A4• A5

• V1• V2• V3• V4

Level of Importance(qualitative)

ModerateHighVery High

Covering the vision

Limitations

Strengths

• A1

• A2

• A3

• A4

• A5

Feasibility

check Moderate

Hard

Very Hard

Feasibility

Vision: V1 Established formal foundation to guarantee VOs effectiveness (performance

management), better decision-making, incremental learning from past experience, and minimized operating problems via clear commitments

V2 The VO research area is recognized (and respected) as a scientific discipline V3 Generic modeling of the VO (structure and behavior) as a top-down approach addresses

e.g. VO configuration, roles and responsibilities, coordination, distributed process management, general agreements and contract

V4 Generic modeling of VO members’ behavior as a bottom-up approach addresses e.g. contributed assets, accepted responsibilities, acquired rights, individual commitments and contract

V5 Discipline-specific formal models are defined V6 Models interoperability (generic and discipline-specific) are defined

Actions – Focus on formal models & theories


Establish a formal theoretical foundation for modeling dynamic collaborative networks

Elaborate approaches for models interoperability, supporting multiple modeling perspectives (e.g. structure, behavior) at generic and focused area levels

Define basic formal reference models (including ontologies) for collaborative networks at general and focused-area levels

Elaborate soft modeling approaches and soft models to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks

Devise mechanisms for evolution and maintenance of reference models for collaborative networks

A1

A2

A3

A4

A5

V1

V2

V3

V5

V6

A1

A2

A3

A4

covers

Covers V1 V2 V3 V4 V5 V6

A1

A2

A3

A4

A5

Very high

High

Covering the vision ?

Verification – Focus on formal models & theories


V4A5

Very high High Moderate

High

Moderate

S1 S2 S3 S4 L1 L2 L3 L4 L5 L6 L7 Difficulty

A1 Moderate

A2 Moderate

A3 Mod/hard

A4 Hard

A5 Hard

Strong help from Strongly limited by

Moderate help from Moderately limited by

Limited help from Partially limited by

Feasibility check

Timing – Focus on formal models & theories

Actions: Time Other aspects A1 Establish a formal theoretical foundation for

modeling dynamic collaborative networks Short term

A2 Elaborate approaches for models interoperability, supporting multiple modeling perspectives (e.g. structure, behavior) at generic and focused area levels

Short term

A3 Define basic formal reference models (including Mediu


A3 Define basic formal reference models (including ontologies) for collaborative networks at general and focused-area levels

Medium term

A4 Elaborate soft modeling approaches and soft models to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks

Medium /

Long term

A5 Devise mechanisms for evolution and maintenance of reference models for collaborative networks

Long term

5. FINALIZATION


5. FINALIZATION

Finalizing

• A1• A2• A3• A4• A5

+SCHEDULE•Short term•Medium term•Long term

+OTHER ITEMS•Who•Resources•...

Plan the timing and other characterization of actions

7


FocusArea

A

FocusArea

B

A1 A2

A3

A4

B1B2

B3

B4?

Short termMedium term Long term

Which

Inter-

-dependencies ?

Finalize the definition of the roadmap chart

8

Suggested actions

1

Socio-economic area: A1 Develop and establish education and training schemes for

VO working on different professional levels A2 Elaborate and pilot regional and professional communities as

“social homes” for people A Define life maintenance schemes and related business


A3 Define life maintenance schemes and related business models with different stakeholders (providers, customers, public bodies)

A4 Develop institutions and services for VO support, and establish them regionally; network regional bodies and developments on European level

A5 Elaborate and implement transparent legal frameworks and ethical code at the company/VO and societal level

A6 Support integrated socio-economic research in networked economies

2

VO Management area: A1 Provision of business models and financing schemes for VO

set up A2 Provision of planning and performance measurement

concepts and tools

Suggested actions


concepts and tools A3 Provision of concepts and practical guidelines for

organizational design and implementation of VO A4 Provision of methods for the application of new value

paradigms addressing critical “soft” issues in VO collaboration A5 Ongoing evaluation, improvement and individualization of VO

concepts to a fully integrated level

Suggested actions

3

ICT Infrastructure area: A1 Establish the principles of reference architecture, interoperability,

and security A2 Establish foundation for systems evolution, software technology

migration and systems integration A3 Develop generic, user-friendly (invisible!), and affordable (free!) ICT


A3 Develop generic, user-friendly (invisible!), and affordable (free!) ICT infrastructure (user programmable, plug&play, technology independent, and based on emerging open tools/standards)

A4 Develop a “do it yourself” framework to assist the development of VO support services

A5 Define business models for developers, suppliers, and buyers of the ICT infrastructure developments

A6 Elaborate approaches to handle reliability and responsibility, when using multi-supplier building blocks

4

Support services area: A1 Elaborate business models for support service systems and tools A2 Develop mechanisms and tools for management of breeding

environment systems A3 Identify and develop generic services for VO life cycle support

Suggested actions


A3 Identify and develop generic services for VO life cycle support (e.g. distributed Business Process management, e-contracting, VO configuration, e-training)

A4 Elaborate mechanisms and tools to support VO’s “inheritance” management

A5 Develop mechanisms and tools for traceability, knowledge exchange and inter-VO transactions (supporting products and services life cycle)

Suggested actions

5

Formal theories and models area: A1 Establish a formal theoretical foundation for modeling

dynamic collaborative networks A2 Elaborate approaches for models interoperability, supporting

multiple modeling perspectives (e.g. structure, behavior) at


multiple modeling perspectives (e.g. structure, behavior) at generic and focused area levels

A3 Define basic formal reference models (including ontologies) for collaborative networks at general and focused-area levels

A4 Elaborate soft modeling approaches and soft models to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks

A5 Devise mechanisms for evolution and maintenance of reference models for collaborative networks

Socio-economic

Focus

VOManagement

Focus

TIME Education and training

schemas

VO support institutions and services

Regional & professional communities

Life maintenance schemas

Legal framework & ethical code

Socio-economic research

Business models & financing schemes

Plan. & performance measurement tools

Concepts & guidelines for organiz. design

Application of new value paradigms

Evaluation, improvements & individualization

Roadmap – 1st attempt


ICTInfrastructure

Focus

SupportServices

Focus

FormalTheories

and modelsFocus

Short term Medium term Long term

Establish formal theoretical foundation

Elaborate approaches for models interoperability

Define reference models

Elaborate soft modeling approaches

Models evolution and maintenance

Reference architecture principles

Migration and systems integration

Invisible, affordable infrastructure

Business models for infrastructure

Reliability and responsibility approaches

“Do it yourself” framework

Breeding environment management system

Services for VO life cycle support

Business models for support services

VO’s inheritance management

Traceability and inter-VO transactions

6. VERIFICATION


6. VERIFICATION

Core workshop format Groups of about 6-10 people (including facilitator).

The task of the workshop should consist of three elements:

• Current state of Virtual Organisations: Participants’ perspectives

– ~15 Min. Short mutual introduction of group members (2 Min for everybody, name, company, position, relationship to VO topic)

– ~10 Min. Participants write key issues of their perspectives on the current state in VO on

Regional workshops – Part 1


perspectives on the current state in VO on post-its.

– ~20 Min: In turns, everybody places his post-its onto the current state poster and briefly explains his thought and reason for amendments

• Opinion poll on vision: Relevance and amendment

– ~15 Min. Walk through the current vision drafts. VOmap project member explains the vision elements and the main thoughts behind it and links the key issues of the participants to the vision drafts.

– ~10 Min: Every team member votes

Regional workshops – Part 2


– ~10 Min: Every team member votes on relevance of vision elements (scale of 1-5). Individual brainstorming: everybody gets pack of Post-its (size ~76*127 mm) and writes amendments to current vision on them.

– ~20 Min: In turns, everybody places his post-its onto the vision posters and briefly explains his thought and reason for amendments

5

10

15

20

25

30

35

40

How relevant is the

vision statement as a whole?

Relevance of vision statement


0

5

10

15

20

25

30

35

40

<10% ~50% >90%

0

5

10

15

20

25

30

35

<10% ~50% >90%

0

Lit t le Ve ry

Proportion of SMEs involved in VOs in 2015

Proportion of large organizationsinvolved in VOs in 2015

<10% ~50% >90% <10% ~50% >90%

Little Very

5

10

15

20

25

30

35

40

5

10

15

20

25

Proportion of knowledge workers as independent or as small teams

More regional or more international/ global networks

Relevance of vision statement – in 2015


0

5

10

15

20

25

30

35

Lit t le Ve ry

0

5

10

15

20

25

30

35

S ME ne t s Ba la nc e d La rge c orp.

0

Re giona l Re g+Int e rn. Fully int e rn.

0

<10% ~50% >90%

Who will have more power (and profit share) in an economy of VOs?

Who will mainly drive innovation in the future?

<10% ~50% >90%

Individuals Large corp.

Regional Fully Int.Reg.+Int.

SME nets Balanced Large corp. SME nets

Focus ICT infrastructure – Key elements

Technology-independent reference architecture

e-transactionsecurity and privacy

“Configure yourself”user “programmable”


Plug-and-playsupport for services

Federated information / resources management

Flexible control/coordination

mechanisms

security and privacy user “programmable”

The ICT infrastructure will be developed as a transparent, low-cost, and easy to

use enabler of collaborative behaviors in networked organizations.

VI1 Technology-independent reference architecture for the horizontal infrastructure

VI Provide support for federated information and resources management

Mechanisms:

ICT infrastructure – Vision instantiation


VI2 Provide support for federated information and resources management

VI3 Flexible control mechanisms supporting the implementation of a large variety of behaviors

VI4 Plug-and-play concept extended to inter-organizational services

VI5 Full e-transaction security and privacy is guaranteed

VI6 “Configure yourself” philosophy (user “programmable” infrastructure)

50

60

How relevant is the ICT Vision as a whole?

Consolidated results from local workshops:

VI1

VI2

VI3

0

10

20

30

40

50

60

Litt le Ver y

0

10

20

30

40

50

60

Lit t le Ve ry

30

40

50

60

ICT infrastructure – Votes on relevamce of vision


0

10

20

30

40

Little Ver y

High Acceptance of ICT Vision statement

Little Very

VI3

VI4

VI5

VI6

0

10

20

Lit tle Ver y

0

10

20

30

40

50

60

Litt le Ver y

0

10

20

30

40

50

60

Lit t le Very

0

10

20

30

40

50

60

Lit t le Very

Consolidated vision

In 2015 the majority of organizations and individuals will be part of sustainable collaborative networks that will act as breeding environmentsfor the formation of dynamic virtual organizations, in response to fast changing economic and social conditions.

• Well founded models of collaboration

• Management systems for breeding environments replicable to a large variety of sectors

“


large variety of sectors• Generic and transparent infrastructure and re-utilizable service toolbox,

based on interoperability standardization• Extensive use of pervasive computing• VO management principles adapted to emerging behavior in complexnetworks

• Accepted mechanisms to handle innovation and new value systems• Social responsibility, including “life maintenance”• Better understanding and handling of VO-related cultural/regional issues• Definition of moral / ethical code for VOs• Comprehensive (international) legal frameworks for VOs

As a result, a strong and cohesive social fabric is built in response to turbulence and uncertainty.

”

Strengths

S1 Basic building blocks for support infrastructures and technologies are well represented

S2 Recent research achievement on supporting IT-technologies and human/IT interaction for knowledge, management, e-learning etc.

S Internet access being offered by a wide variety of communication channels

+

T h e IC T in fra s t ru c tu re w i l l b e d e ve lo p e d a s a t ra n s p a re n t, lo w -c o s t, a n d e a s y to u s e e n a b le r o f c o l la b o ra t ive b e h a vio rs in n e tw o rk e d o rg a n iz a t io n s . M e c h a n is m s : V 1 T e c h n o lo g y - in d e p e n d e n t re fe re n c e a rc h i te c tu re fo r th e h o r iz o n ta l in f ra s t ru c tu re V 2 P ro vid e s u p p o r t fo r fe d e ra te d in fo rm a t io n a n d re s o u rc e s m a n a g e m e n t V 3 F le x ib le c o n tro l m e c h a n is m s s u p p o rt in g th e im p le m e n ta t io n o f a la rg e va r ie ty o f b e h a vio rs V 4 P lu g -a n d -p la y c o n c e p t e xte n d e d to in te r-o rg a n iz a t io n a l s e rvic e s V 5 F u l l e - t ra n s a c t io n s e c u r i ty is g u a ra n te e d V 6 “C o n fig u re y o u rs e l f” p h i lo s o p h y (u s e r “p ro g ra m m a b le ” in fra s t ru c tu re )

ICT infrastructure – Gap analysis


S3 Internet access being offered by a wide variety of communication channels

S4 Fast growing basis of ubiquitous computing and people able to use/exploit internet technologies.

Limitations

L1 Lack of generic infrastructure – Developments rather focused on particular needs, requiring repeated reengineering.

L2 Missing clarification of practical implantation models.

L3 No general plug-and-play architecture

L4 Interoperability still a major difficulty

L5 Missing consolidation of current research results

L6 Lack of proper business model for ICT infrastructures (who supplies, who pays)

L7 Although basic mechanisms are available, there is a lack of an integrated perspective to handle security.

L8 Current ICT infrastructure hard to adapt to new conditions/new organizational forms.

L9 Coping with a too fast evolution of systems versions

L10 Reliability and responsibility issues when using multi-supplier building blocks still open

-

L11 Research infrastructures still “not transparent” and “not user-friendly”

VI2 Federated information / resources management

VI1 Technology-independent reference architecture

VI3 Flexible control/coordination mechanisms

I1 Establish the principles of reference architecture, interoperability, and security

I2 Establish foundation for systems evolution, software technology migration and systems integration

I3 Develop generic, user-friendly (invisible!), and low-cost (free!) ICT infrastructure

ICT infrastructure – Actions


VI4 Plug-and-playsupport for services

coordination mechanisms

VI5 e-transactionsecurity and privacy

VI6 “Configure yourself”user “programmable”

I5 Define a business model for developers, suppliers, and buyers of the ICT infra-structure developments and support software

I6 Elaborate approaches to handle reliabilityand responsibility, when using multi-supplier building blocks

and low-cost (free!) ICT infrastructure

I4 Develop a “do it yourself” framework to assist the development of VO support services

I1 Principles of reference architecture, interoperability, and security

I2 Foundation for Software migration and system integration

I3 User-friendly and low-cost ICT infrastructure

I4 ‘Do it yourself’ framework to assist 20

25

30

35

40

45

50

ICT infrastructure – Priority / Importance of Actions


� A3 is the most prioritised action

� A1 and A5 are prioritized next, to reach the vision

� A2, A4, and A6 are required important actions to follow

� Priority was mostly given to the immediate needs

I5 Define a business model for developers, suppliers, and buyers

4

development of support services

I6 Reliability and responsibility when using multi-supplier building blocks

0

5

10

15

I1 I2 I3 I4 I5 I6

Broad deployment and continuous improvement

TrialsR & D


TrialsR & D

Deployment/ improvement

TrialsR & D


TrialsR & D

Broad deployment and improvement

TrialsR & D

Today 2006 2010 2015

I1 Principles of reference architecture,

interoperability, and security

I2 Foundation for Software migration and system

integration


I5 Define a business model for developers,

suppliers, and buyers

I4 ‘Do it yourself’ framework to assist development of

support services

ICT infrastructure – Implementation plan


Why this sequence?

� Basic reference architecture principles (I1) are required before I2, I3 and I6

can start with their necessary R&D

� Business model for ICT (I5) can start immediately, and has a shorter R&D

� R&D for the development of ``Do-it-yourself`` framework (I4) requires some

input from all other actions

� Responsibility when using multi-supplier building blocks generates results

that can be used by the business model and other actions for ICT, so it

does not seem to have independent broad deployment

TrialsR & DI6 Reliability and responsibility when using multi-

supplier building blocks

ROADMAPVOmapToday 2006 2010 2015

VO ManagementFocus Area

Socio-economicFocus Area

A1

Provision of business models and financing schemes for VO set up

A2

Provision of planning and performance measurement concepts and tools with regard to tangible and

intangible assets

A3

Provision of concepts and practical guidelines for

organizational design and implementation of VO

A5 Ongoing evaluation, improvement and sector specific adoption of VO concepts

A4 Provision of methods for addressing critical “soft”issues (e.g. trust building) in VO collaboration

A1

Provision of business models and financing schemes for VO set up

A2


intangible assets

A3



A5 Ongoing evaluation, improvement and sector specific adoption of VO concepts

A4 Provision of methods for addressing critical “soft”issues (e.g. trust building) in VO collaboration

A1

Develop and establish education, training, and accreditation schemes for VO working on different

professional levels

A2

Elaborate and pilot regional and professional

communities as “social homes” for people

A3

Define life maintenance schemes and related

business models with different stakeholders (providers, customers, public bodies)

A5 Elaborate and implement comprehensive and trans-parent legal frameworks and ethical code at the

company/VO and societal level

A6

Support integrated socio-economic research in

networked economies

A4 Develop institutions and services for VO support, and establish them regionally; network regional bodies

and developments on European level

A1

Develop and establish education, training, and accreditation schemes for VO working on different

professional levels

A2

Elaborate and pilot regional and professional

communities as “social homes” for people

A3



A5 Elaborate and implement comprehensive and trans-parent legal frameworks and ethical code at the

company/VO and societal level

A6

Support integrated socio-economic research in

networked economies

A4 Develop institutions and services for VO support, and establish them regionally; network regional bodies


Broad deployment

and continuous improvementTrialsR & D

Deployment/

improvementTrialsR & D


Trials


TrialsR & D

R & D

Trials (+ political process)R & D (Regulatory level)

Broad deployment


Broad Deployment and cont. improvementTrialsR & D (Company level)


TrialsR & D


TrialsR & D


TrialsR & D

Broad deployment


R & D

ImplementationMechanisms

R&DTrials

Deployment & improvement

Towards the roadmap ...


ICT Support ServicesFocus Area

ICT Infra-structureFocus Area

Formal Modelsand TheoriesFocus Area

adoption of VO conceptsadoption of VO concepts

A1

Develop mechanisms and tools for management of breeding environment systems

A2

Identify and develop generic services for VO life cycle

support (e.g. distributed Business Process manage-ment, e-contracting, VO configuration, e-training)

A4 Elaborate mechanisms and tools to support VO’s“inheritance” management

A5 Elaborate business models for support service systems and tools

A3 Develop mechanisms and tools for traceability, knowledge management and inter-VO transactions

(supporting products and services life cycle)

A1

Develop mechanisms and tools for management of breeding environment systems

A2



A4 Elaborate mechanisms and tools to support VO’s“inheritance” management

A5 Elaborate business models for support service systems and tools

A3 Develop mechanisms and tools for traceability, knowledge management and inter-VO transactions


A1

Establish the principles of reference

architecture, interoperability, and security

A2

Establish foundation for systems evolution, software

technology migration and systems integration

A3

Develop generic, user-friendly (invisible!), and

low-cost (free!) ICT infrastructure

A5 Define a business model for developers, suppliers, and buyers of the ICT infrastructure

developments and support software

A6

Elaborate approaches to handle reliability and

responsibility, when using multi-supplier building blocks


A1

Establish the principles of reference

architecture, interoperability, and security

A2

Establish foundation for systems evolution, software

technology migration and systems integration

A3

Develop generic, user-friendly (invisible!), and

low-cost (free!) ICT infrastructure

A5 Define a business model for developers, suppliers, and buyers of the ICT infrastructure

developments and support software

A6




A1 Establish a formal theoretical foundation and metho-dology for modeling dynamic collaborative networks

A5 Elaborate approaches for models interoperability, supporting multiple modeling perspectives (e.g.

structure, behavior) at generic and focused area levels

A2

Define basic formal reference models (including

ontologies) for collaborative networks at general and focused-area levels

A4 Devise mechanisms for the evolution and mainte-nance of reference models for collaborative networks

A3

Elaborate soft modeling approaches and soft models

to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks

A1 Establish a formal theoretical foundation and metho-dology for modeling dynamic collaborative networks

A5 Elaborate approaches for models interoperability, supporting multiple modeling perspectives (e.g.


A2

Define basic formal reference models (including

ontologies) for collaborative networks at general and focused-area levels

A4 Devise mechanisms for the evolution and mainte-nance of reference models for collaborative networks

A3


to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks

Broad deployment



Broad deployment

and cont. improvement

Br. deployment improvement

Br. deployment

improvement

Trials

TrialsR & D

TrialsR & D

TrialsR & D

Training courses / seminars

and improvementTrialsBasic research

TrialsBasic research




Broad deployment



TrialsR & D

Br. Deployment/ improvement

TrialsR & D


TrialsR & D

TrialsR & D

Broad deployment

and improvementTrialsR & D

and continuous improvement

R & D


www.vomap.org

improvement

Today 2006 2010 2015

Broad deploymentand Improvement

TrialsR&D

Towards the roadmap - Efforts


Trials

?Timing, Resources

R&D

?

Consolidation workshop

28 participants (22+6)

Towards the roadmap - consolidation


28 participants (22+6)


TrialsR & D


TrialsR & D


TrialsR & D


TrialsR & D


TrialsR & D

Today 2006 2010 2015

I1 Principles of reference architecture,

interoperability, and security

I2 Foundation for Software migration and system

integration


I5 Define a business model for developers,

suppliers, and buyers

I4 ‘Do it yourself’ framework to assist development of

support services

ICT infrastructure – Distribution of efforts


0% 20% 40% 60% 80% 100%

I6

I5

I4

I3

I2

I1

R&D

Tr ial

Deploy

I1

I2

I3

I4

I5

I6

TrialsR & DI6 Reliability and responsibility when using multi-

supplier building blocks

- Business model (I5) has smaller research

So

cio

-eco

no

mic

F

ocu

s A

rea

E1 Develop and establish education, training, and accreditation schemes for VO working on different professional levels

E2 Elaborate and pilot regional and professional communities as “social homes” for people

E3 Define life maintenance schemes and related business models with different stakeholders (providers, customers, public bodies)

E5 Elaborate and implement comprehensive and trans-

E4 Develop institutions and services for VO support, and establish them regionally; network regional bodies and developments on European level


TrialsR & D


TrialsR & D


Trials


TrialsR & D


R & D

Today 2006 2010 2015

Roadmap ...


VO

Man

ag

em

en

tF

ocu

s A

rea

So

cio

M1 Provision of business models and financing schemes for VO set up

M2 Provision of planning and performance measurement concepts and tools with regard to tangible and intangible assets

M3 Provision of concepts and practical guidelines for organizational design and implementation of VO

M5 Ongoing evaluation, improvement and sector specific adoption of VO concepts

M4 Provision of methods for addressing critical “soft” issues (e.g. trust building) in VO collaboration

E5 Elaborate and implement comprehensive and trans-parent legal frameworks and ethical code at the company/VO and societal level

E6 Support integrated socio-economic research in networked economies

R & D



TrialsR & D



TrialsR & D


TrialsR & D


TrialsR & D

Br. deployment/ cont. improvement

TrialsR & D

Roadmap ...

Today 2006 2010 2015

ICT

Su

pp

ort

Serv

ices

Fo

cu

s A

rea

S1 Develop mechanisms and tools for management of breeding environment systems

S2 Identify and develop generic services for VO life cycle support (e.g. distributed Business Process manage-ment, e-contracting, VO configuration, e-training)

S4 Elaborate mechanisms and tools to support VO’s “inheritance” management

S5 Elaborate business models for support service

S3 Develop mechanisms and tools for traceability, knowledge management and inter-VO transactions(supporting products and services life cycle)


TrialsR & D

Broad deployment

Broad deployment and cont. improvement



Trials

TrialsR & D

TrialsR & D

TrialsR & D

R & D


ICT

In

frastr

uctu

reF

ocu

s A

rea

S5 Elaborate business models for support service systems and tools



I3 Develop generic, user-friendly (invisible!), and low-cost (free!) ICT infrastructure

I5 Define a business model for developers, suppliers, and buyers of the ICT infrastructuredevelopments and support software

I6 Elaborate approaches to handle reliability and responsibility, when using multi-supplier building blocks

I4 Develop a “do it yourself” framework to assist the development of VO support services


Trials


TrialsR & D


TrialsR & D


TrialsR & D


TrialsR & D

TrialsR & D


TrialsR & D

R & D

Roadmap ...

Training courses / seminars and improvement



Br. deployment

improvement TrialsBasic research

F1 Establish a formal theoretical foundation and metho-dology for modeling dynamic collaborative networks

F2 Define basic formal reference models (including ontologies) for collaborative networks at general and focused-area levels

F3 Elaborate soft modeling approaches and soft models to both handle incomplete / imprecise knowledge and capture the social/human aspects in collaborative networks

Today 2006 2010 2015

Fo

rmal M

od

els

an

d T

heo

ries

Fo

cu

s A

rea




F5 Elaborate approaches for models interoperability, supporting multiple modeling perspectives (e.g. structure, behavior) at generic and focused area levels

F4 Devise mechanisms for the evolution and mainte-nance of reference models for collaborative networks

networks

Fo

rmal M

od

els

an

d T

heo

ries

Fo

cu

s A

rea

ROADMAPVOmap

VO

Man

ag

em

en

t

Fo

cu

s A

rea

So

cio

-eco

no

mic

Fo

cu

s A

rea

ICT

Su

pp

ort

Serv

ices

Fo

cu

s A

rea

Today 2006 2010 2015Today 2006 2010 2015

M1

Provision of business models and financing schemes

for VO set up

M2


intangible assets

M3



M5

Ongoing evaluation, improvement and sector specific adoption of VO concepts

M4

Provision of methods for addressing critical “soft”issues (e.g. trust building) in VO collaboration

M1

Provision of business models and financing schemes

for VO set up

M2


intangible assets

M3



M5

Ongoing evaluation, improvement and sector specific adoption of VO concepts

M4

Provision of methods for addressing critical “soft”issues (e.g. trust building) in VO collaboration

E1 Develop and establish education, training, and

accreditation schemes for VO working on different professional levels


E3



E5

Elaborate and implement comprehensive and trans-

parent legal frameworks and ethical code at the company/VO and societal level

E6

Support integrated socio-economic research in networked economies

E4 Develop institutions and services for VO support, and establish them regionally; network regional bodies


E1 Develop and establish education, training, and

accreditation schemes for VO working on different professional levels


E3



E5

Elaborate and implement comprehensive and trans-

parent legal frameworks and ethical code at the company/VO and societal level

E6

Support integrated socio-economic research in networked economies

E4 Develop institutions and services for VO support, and establish them regionally; network regional bodies


S1

Develop mechanisms and tools for management

of breeding environment systems

S2



S Develop mechanisms and tools for traceability,

S1

Develop mechanisms and tools for management

of breeding environment systems

S2



S Develop mechanisms and tools for traceability,


TrialsR & D


TrialsR & D


Trials


TrialsR & D

R & D



TrialsR & D

Broad deployment and cont. improvement

TrialsR & D


TrialsR & D


Broad deployment


Broad deployment



TrialsR & D

Br. deployment/

cont. improvementTrialsR & D

R & D

Roadmap


ICT

Su

pp

ort

Serv

ices

Fo

cu

s A

rea

ICT

In

frastr

uctu

re

Fo

cu

s A

rea

Fo

rmal M

od

els

an

d T

he

ori

es

Fo

cu

s A

rea

S4

Elaborate mechanisms and tools to support VO’s“inheritance” management

S5

Elaborate business models for support service systems and tools

S3

Develop mechanisms and tools for traceability,

knowledge management and inter-VO transactions


S4

Elaborate mechanisms and tools to support VO’s“inheritance” management

S5

Elaborate business models for support service systems and tools

S3

Develop mechanisms and tools for traceability,

knowledge management and inter-VO transactions




I3

Develop generic, user-friendly (invisible!), and low-cost (free!) ICT infrastructure

I5

Define a business model for developers,

suppliers, and buyers of the ICT infrastructuredevelopments and support software

I6



I4

Develop a “do it yourself” framework to assist

the development of VO support services



I3

Develop generic, user-friendly (invisible!), and low-cost (free!) ICT infrastructure

I5

Define a business model for developers,

suppliers, and buyers of the ICT infrastructuredevelopments and support software

I6



I4

Develop a “do it yourself” framework to assist

the development of VO support services


F5

Elaborate approaches for models interoperability,

supporting multiple modeling perspectives (e.g.


F2 Define basic formal reference models (including ontologies) for collaborative networks at general

and focused-area levels

F4

Devise mechanisms for the evolution and mainte-nance of reference models for collaborative networks

F3


to both handle incomplete / imprecise knowledge and

capture the social/human aspects in collaborative networks


F5

Elaborate approaches for models interoperability,

supporting multiple modeling perspectives (e.g.


F2 Define basic formal reference models (including ontologies) for collaborative networks at general

and focused-area levels

F4

Devise mechanisms for the evolution and mainte-nance of reference models for collaborative networks

F3


to both handle incomplete / imprecise knowledge and

capture the social/human aspects in collaborative networks

Broad deployment


Br. deployment

improvement


Trials

TrialsR & D

TrialsR & D

Training courses / seminars

and improvementTrialsBasic research




Br. deployment

improvement


TrialsR & D

Broad deployment


Deployment/

improvementTrialsR & D

Broad deployment


TrialsR & D


TrialsR & D

R & D


Camarinha-Matos, L.M.; Afsarmanesh, H.

(2004), A roadmapping methodology for strategic research on VO, in Collaborative

Networked Organizations – A research

agenda for emerging business models, cap.

7.1, Kluwer Academic Publishers.

Camarinha-Matos, L.M.; Afsarmanesh, H. ;

Loeh, H.; Sturm, F.; Ollus, M. (2004), A

strategic roadmap for advanced virtual organizations, in Collaborative Networked

Organizations – A research agenda for

emerging business models, cap. 7.2,

Kluwer Academic Publishers.

VO

Bre

ed

ing

En

vir

on

men

t

Pro

fessio

nal

Vir

tual

Co

mm

un

itie

s

Dyn

am

ic

VO

s

Theoretical foundation

A holistic approach combining:

Breeding environments

Management of (dynamic) VOs

Professional Virtual Communities

One implementation – ECOLEAD project


VO

Bre

ed

ing

En

vir

on

men

t

Pro

fessio

nal

Vir

tual

Co

mm

un

itie

s

Dyn

am

ic

VO

s

“Horizontal” ICT infrastructure

Professional Virtual Communities

Horizontal Infrastructures

for collaboration

Theoretical foundation

towards the establishment of collaborative networks as a new scientific discipline

“Creating the foundations and mechanisms for establishingan advanced collaborative, network-based industry society”

WP2

VO

Breeding

Environment

6 12 18 24 30 36 42 480

VBE models & mechanisms

VO creation framework

VBE management system

Strategic S&T Coordination

Demos Assessment & RecWP1

Strategic

S&T

Coordination

ECOLEAD activities


WP4

Professional

Virtual

Communities

WP3

Dynamic

VO

ManagementVO performance

& assessment

Generic VO e-services

VO inheritance management

Distributed BP modeling

Collaboration models& social forms

Collaborative problem solving

PVC concepts and models

Advanced collaboration space platform

WP5

Theoretical

Foundation

WP6

Horizontal

Infrastructure

Formal modeling foundation

Models inter-relationships& integration

Soft engineering models

Reference models

Plug & play ICT infrastructure

Generic security framework

Business models ICT-I

ECOLEAD activities ...


Infrastructure

Reference framework for ICT infrastructure

Business models ICT-I

Training activities I

Training activities II

Demonstration activities

Innovation-related promotion activities

WP7

Training

Activities

WP8

Demonstration

& Impact

Business modeling activities

Project managementWP9

Project

Management

M1 M2 M3 M4CP1 CP2 CP3 CP4

Apr04 Apr05 Apr06 Apr07 Mar 08

Conceptual basis

System design

Jun 08

Extension

.Conceptual basis refinement

ECOLEAD schedule


Prototype development

Trials

Take ups

Theoretical Foundation

Dissemination & Impact creation

Training

27 partners

15 countries

www.ecolead.org

ECOLEAD consortium


Industry Research

UNINOVA

JSI

CTU

ENICMAENICMA

ECOLEAD consortium ...


End-users

& Others

CTU

UFSC

External

+ New SME networks

EDINFORM SPA

ECOLEAD books


NOW: Baseline

Smooth active and engaged

ageing

THEN: VisionInclusion in an organized

communityContinued participation in society

and economyBalanced involvement in professional

andsocial activitiesSense of “belonging”

0

5

10

15

20

25

The ePAL EXAMPLE


Broken professional relationships

Reduced involvement in society

Risk of isolation and depression

Fast decayingpost-retirement

Now... what?Now... what?Now... what?Now... what?

© L. M. Camarinha-Matos, H. Afsarmanesh, 2009


TrialsR & D


TrialsR & D


TrialsR & D


TrialsR & D


TrialsR & D

2010 2013 2016 2020

S1: Value identification and communication

S2: Leveraging skills and talents

S3: European Senior Space facilitation

S5: Improving working practices

S4: Facilitating inter-generational interaction

ePAL ACTIONS – SOCIAL PERSPECTIVE



TrialsR & D

S5: Improving working practices

S6: Developing training and awareness Broad deployment and continuous improvement

Priorities

ePAL ACTIONS – ORGANIZATIONAL PERSPECTIVE


TrialsR&D


TrialsR & D


TrialsR & D


TrialsR & D


TrialsR & D

O1: Enhancing policy and legislation

O2: Keeping links

O3: Creating organizational structures

O5: Guiding career transition

O4: Improving mediation and brokerage

2010 2013 2016 2020



TrialsR & DO6: Meeting and creating market demandDeployment/ improvement

Priorities

ePAL ACTIONS – TECHNOLOGICAL PERSPECTIVE


TrialsR & D


TrialsR & D


TrialsR & D


TrialsR & D


TrialsR & D

T1: Developing conceptual models

T2: Generating adaptive solutions

T3: Building collaboration platforms

T5: Leveraging legacy

T4: Building collaboration tools

2010 2013 2016 2020



TrialsR & D

T5: Leveraging legacy

T6: Elaborating behavioural modelsDeployment/ improvement

Priorities

The BRAID EXAMPLE

RTD

roadmapVision

Other

initiatives

Integrate and consolidatecurrent roadmaps, leading to a more holistic approach to ICT and Ageing development.

Elaborate a strategic

OBJECTIVES


BRAID

AALIANCE

CAPSIL ePAL

SENIOR

Stakeholders

communityICT&Ageing

projects cluster

initiatives Elaborate a strategic research agenda that builds upon existing, emerging and disruptive technologies and that responds to the needs of senior citizens in a context of rapidly changing socio-economic conditions.

Devise implementation approaches for the strategic research agenda.

© L. M. Camarinha-Matos, 2009, 2012 76[Afsarmanesh, 2011]

GAP ANALYSIS: Baseline & Trends Example


+

Technological

infrastructure &

networks as base for

AAL

Assistive technology

and services

Monitoring devices

and technologies for

ambient intelligence

Tools and

environments fostering

new developments for

independent living

Advance services to

enhance diminishing

disabilities

Tools for security,

ethics, rights, and

privacy

Knowledge

dissemination, training

and learning through

sharing

Broadband Internet

&Mobile computing

Smart homes &

Internet of Things

Mechanisms & tools

for safe

communications

ICT supporting

localization and

mobility

Progress on sensing &

monitoring technol.s,

context awareness

Assistive services for

daily living

Standardization and

interoperability

Experiments on

companion robots

Fast proliferation of

tools difficult for

adoption

Lack multi-disciplinary

research on assistive

technologies

Reasoning and

context awareness

systems too complex

Service, companion,

and care-taking

robots still limited

Difficulty in

integration of security

& privacy mechanisms

Limited adoption of ICT

for collaborative care

communities

Fragmentation of

assistive services

Unknown impacts and

success/acceptance of

new solutions

Limited mechanisms

for promoting life-

long learning

VI1 VI2 VI3 VI4 VI5 VI6 VI7

S1

S2

S3

S4

S5

S6

S7

S8

L1 L3 L5 L7 L9

L2 L4 L6 L8 L10

Welfare structures not

prepared for increase

of life expectance

GAP ANALYSIS: Independent Living

+

Technological

infrastructure

Associations of senior

professionals

& support services

SW environments w/

adaptive interfaces &

affective interactions

Support for training

and continued life-

long learning

Social awareness

about the value of

seniors

New business models

for involvement within

economical system

New policies and

regulations for

employment

Broadband Internet

&Mobile computing

Mechanisms & tools

for safe

communications

Progress in

conceptual models of

Collaborative Net.s

Social networking

and senior

associations

Partial models and

prototypes to support

collaboration

Generic (basic) tools

for collaboration

Merging multiple

media types & hybrid

devices & platforms

New culture and will

to remain active

Growing awareness of

silver economy,

advocacy groups

Increased awareness

of need to keep links

w/ former employees

Lack reference

model for active

ageing

Lack integrated ICT

support for

collaboration

Little attention to

active ageing (work)


tools difficult for

adoption

Techno-centric ICT

research – no attention

to socio-econom.

Limited life-long

learning & transition

preparation

Senior associations –

new ghetto, little

brokerage

Lack of policies &

regulations for senior

involvement

Little use of adv.

collaboration tools by

senior associations

Discrimination against

older workers, view

them as burden

VO1 VO2 VO3 VO4 VO5 VO6 VO7

S1

S2

S3

S4

S5

S6

S7

S8

S9

S10

L1 L3 L5 L7 L9

L2 L4 L6 L8 L10

GAP ANALYSIS: Occupation in Life

GAP ANALYSIS


-

technologies robots still limited & privacy mechanismsassistive services

for promoting life-

long learning

+

Regulatory &

technological

infrastructure

Advanced devices,

robots, and tools to

support interventions

Information-based

assistive services for

health care

Home based

interventions and

support systems

Awareness on values,

ethics, rights, and

privacy on health

Logistics and

commercial networks

of health care

providers

Sensor based

technologies for

healthcare support

-

Broadband Internet

&Mobile computing

Mechanisms & tools

for safe

communications

Sensing & monitoring

technologies

Convergence

between biology and

ICT

Advances in tele-

medicine & chronic

diseases monitoring

Experiments oriented

to prevent/compensate

cognitive decline

New players starting

to offer telemedicine

services

Healthcare

decentralization and

personalized care

Insufficient research

on assistive &

adaptive technologies

Insufficient

developments in

telemedicine

Huge challenges in

robots replacement

for human care

Difficulty in

integration of security

& privacy mechanisms

Limited knowledge on

the acceptance factors

and impact

Lack comprehensive

understanding of

involved ethical issues

Lack of holistic models

on chronic diseases

management

Welfare structures not

prepared for increase

of life expectance

Limited use of

collaborative

approaches

VH1 VH2 VH3 VH4 VH5 VI6 VI7

S1

S2

S3

S4

S5

S6

S7

S8

L1 L3 L5 L7 L9

L2 L4 L6 L8 L10

Lack of legal framework

for privacy liability and

handling of consent

Smart homes &

Internet of Things

S9

GAP ANALYSIS: Healthy Living

-

collaboration adoption preparation involvement them as burden

+

Infrastructure &

Technological

platforms

Features & training

for safe and secure

access to ICT

SW services with

personalized interfaces

and affection-based

interactions

Mechanisms to

increase social

cohesion, community

and networking

Mechanisms to

increase knowledge

dissemination and

learning

Associations of seniors

and communities of

interest

-

Broadband Internet

&Mobile computing

Devices & sensors

for rich user

interfaces

Mechanisms & tools

for safe

communications

Social networking

and senior

associations

Developments in ICT

and Transportation

Merging multiple

media types & hybrid

devices & platforms

Early developments

on games for seniors

Lack of open &

scalable recreational

platforms

Complexity in user

interfaces / many

devices


tools difficult for

adoption

Very limited inter-

generational

interaction

Techno-centric ICT

research – no attention

to socio-technical

Limited mechanisms

and tools for

recreational forms

Senior associations –

new ghetto, little

participation

Lack understanding

of role, potential &

limitations of ICT

Little use of adv.

Recreational systems

Lack training support

for adoption of fast

developing techn.s

VR1 VR2 VR3 VR4 VR5 VR6

S1

S2

S3

S4

S5

S6

S7

L1 L3 L5 L7 L9

L2 L4 L6 L8 L10

GAP ANALYSIS: Recreation in Life

VI1: Established infrastructure and networks

as the base for the support of independent

living by technology

Independent Living

VI7: Mechanisms to increase knowledge

dissemination, training and learning through

VI6: Tools to ensure security, ethics, rights,

and privacy on data and used services

VI5: Advanced set of organised and

commercial services aiming to enhance

diminishing abilities of seniors and caring for

seniors so that they can live independently

VI4: Supporting tools and environment that

foster the development of technologies for

independent living

VI3: Monitoring devices and technologies

supporting ambient intelligence solutions

VI2: Assistive technology and support services

that facilitate independent living

AI1

AI2

AI3

AI4

AI5

RI1

Monitor Well-Being. Design, develop and integrate open and

scalable sensor network environments both home-centered and

human-centered, with intelligent monitoring, including new levels

of security, safety, and privacy.

Extend capabilities. Investigate, develop and integrate intelligent

functionalities to compensate diminishing cognitive and physical

capabilities and to design and develop intelligent, context-aware and

self-adapting tools for personal assistance in planning and

performingdaily activities and facilitating societal participation.

Establish collaborative environments. Design and develop novel

collaborative environments, combining social networking and

collaborative networks of care provision stakeholders to facilitate

support, companionship, and community participation.

Assist mobility. Integrate and customize methods and tools to

assist mobility, including services for localization, trip planning,

navigation, orientation in complex environments, driving assistance,

and inter-modal transportation,focusing elderly needs.

Assess impacts. Promote integrative studies on the sociological, economic,

ethical, and quality of life impacts of introducing services and technologies for

AI6 Align independent and sustainable living. Explore the alignment

of ICT for Independent Living with smart grid and sustainable

development technologies.

Vision facets

Actions

Build supportive environments. Design, develop, and validate

preventative and responsive interventions based on situational

awareness.

Occupation

in Life

VO7: New policies and regulations for

employment and protection of rights of senior

professionals, particularly those who fall into

other vulnerable groups (e.g. as a result of

VO6: New business models for involvement of

seniors within existing economical system

VO5: Increased social awareness about the value

of senior professionals and their social coehsion

and knowledge transfer (facilitating active

involvement through networking, with emphasis

on cross-generational and gender issues)

VO4: Organized support for training and

continued life-long learning for seniors

VO3: Advanced software environments to

support seniors with adaptive personalized

interfaces and affective interactions (within a

context-aware and configure-yourself enriched

environment)

VO2: Mechanisms to build associations of senior

professionals and actively engage them, and

support services for formation / management of

teams of professionals

VO1: Established technological infrastructure

(including support for connectivity, mobility and

cloud computing) as the base for seniors

professional activities

Generate adaptive solutions and services. Develop and integrate self-

adaptive and configurable technology solutions and services in ICT

environments, applying principles of e-accessibility, design for all, and

usability in order to facilitate technology acceptance and enable

customization for/by seniors.

Build collaboration platforms and systems. Design and develop open

ICT collaboration platforms, support, and systems aimed at facilitating value

creation, addressing the specific needs of communities of senior

professionals, and which promote inter-generational interaction and

socialization, which are enhanced by affective computing, context awareness,

and trust establishment.

Leverage legacy. Develop environments that empower and enable seniors

to create a legacy capitalizing on their invaluable and transferable personal /

professional knowledge and experience.

Create a model framework. Develop approaches, models, and reasoning

methods related to older people’s occupation life cycle and their participation

in the economic system, including value systems, behaviors, and issues of

physical, cultural and emotional health.

AO1

AO2

AO3

AO4

AO5

Improve working practices. Investigate new models of working practices and relatedreward and taxation models for seniors, taking account of work-life balance, agingwell and gender, and promote the findings to positively influence societal perceptionof older workers

RO1

RO2

Enhance policy and legislation. Identify and assess current national and European

policy, legislation and incentives relevant to active participation of seniors in the

socio-economic system and recommend new approaches that lower barriers and

promote and support active aging.

Vision facets

Actions

Create trusted knowledge network. Create a trusted knowledge

network that provides an integrative framework to enable seniors within their

occupation in life, whether professional or voluntary.

Join online and offline collaboration. Develop integrative framework

for identity management which effectively and seamlessly joins online and

offline collaboration, for seniors, to create invaluable connections between

virtual and real-world aspects of their occupation in life.AO6

PRELIMINARY VERIFICATION: COVERING THE VISION


dissemination, training and learning through

sharing both for seniors and all other

stakeholders

RI1

RI2

ethical, and quality of life impacts of introducing services and technologies for

independent living.

Train for new environments. Define new community-based training programs

leveraging the potential of new technology-based assistive environments.

Healthy

Living

VH7: Sensor based technologies, which are

context aware, for healthcare support

VH6: Organised logistics and commercial

networks of health care providers in the

society, adapted to demographic change

VH5: Mechanisms to raise awareness on the

formation of values, ethics, rights, and privacy

on health related data and advanced ICT tools

to ensure data security

VH4: Appropriately designed home based

interventions and support systems, based on

seniors’ cognitive and emotional status, which

adapt whilst they age

VH3: Information based assistive services

supporting the health care of seniors and

involvement of other stakeholders

VH2: Advanced devices, robots, and tools

supporting interventions for monitoring and

provision of health care

VH1: Regulatory and technological

infrastructure to support consumer driven

healthcare (supporting data privacy,

standards)

AH1

AH2

AH3

AH4

AH5

RH1

RH2

RH3

Vision facets

Design integrated assistive services. Create a framework for the

emergence of integrated information-based assistive services for health

care of seniors, with particular emphasis on quality of service / quality of

information, and based on a multi-stakeholder collaboration model.

Establish safe infrastructure. Develop a safe and adaptable

infrastructure, aligned with relevant standards in e-health, to support

the provision of consumer-driven healthcare services.

Develop intervention tools. Design, develop and adapt advanced

devices, intelligent robots, and intelligent tools to support interventions

regarding seniors’ healthcare.

Develop health monitoring systems. Design, develop and integrate

sensorial systems for health conditions monitoring, combined with

intelligent diagnosis functionalities, understanding of the environment

and other context factors, and smoothly adaptable to the needs of each

senior individual.

Establish healthcare ecosystem. Define new organizational and

business models and develop support tools for the establishment ofcollaborative healthcare ecosystems involving healthcare providers,social security and regulatory authorities, forming the backbone forthe emergence of new services for healthy living support.

Develop regulatory framework. Promote studies to elaborate and assess new

organizational forms and business models for healthcare provision to ageing

population under a community and multi-stakeholder collaboration perspective.

Establish organizational and business models. Identify and regulate critical

elements in ICT-based support services for healthy living.

Raise awareness on healthy living. Launch actions and develop mechanisms to raise

awareness on the potential of ICT support for “healthy living environments” and the

formation of consensus on values, ethical principles, rights, safety and privacy issues

to be adopted in such environments.

AH6Support home-based interventions. Identify, develop and assess

novel experiments on home-based interventions and associated support

systems, which are self-adapting to the cognitive, emotional, and physical

status of the senior and respect the established safety and ethical

principles.

other vulnerable groups (e.g. as a result of

ethnicity, sexual orientation, gender, etc)

promote and support active aging.

Guide career transition. Define new life-long training programmes and realistic

practices that prepare for and guide the successful transition of senior knowledge

holders from full employment to occupation in life.

RO3

Recreation

in Life

VR6: Established associations of seniors and

communities of interest,allowing active

engagement (physically and virtually)

VR5: Growth and development mechanisms to

increase knowledge dissemination and learning

through sharing

VR4: Mechanisms to increase social cohession,

access to community and networking of seniors

(including support for transport and mobility)

VR3: Appropriately designed software services

to support seniors with personalized interfaces

and affection-based interactions, that can

adapt to users’ sensory, cognitive and physical

capabilities (within a context-aware and

configure-yourself enriched environment)

VR2: Adequate features and training support

to enable seniors to access and use ICT safely

(free from harm) and with security (free from

threat or intrusion)

VR1: Infrastructure and required technological

platforms (connectivity, communications and

networking infrastructures and pervasive

applications and services that are universally

accessible)

Find new recreational channels. Elaborate innovation portfolio of

new ICT-supported recreational activities for seniors, exploring tele-

presence, remote participation in cultural events, collaborative

gaming, intelligent urban environments,etc.

Build recreational platforms, solutions and services. Design and

develop open, secure, interoperable, flexible, customizable and

affordable ICT recreational platforms, solutions and services for

senior citizens.

Build novel interfaces. Develop novel human-machine interfaces

with high quality of usability and applying design for all principles,

oriented towards seniors’ active engagement in recreational

activities, considering their cognitive and physical capabilities, and

including augmented reality, affective computing, companion

artifacts, pervasiveness, etc.

Build participatory communities. Design, develop and implement

local and regional participatory communities that combine online and

offline participation through social networking, inter-generational

interaction, and local government involvement, focusing

participatoryrecreational life and wellbeing.

Create and promote gaming. Design, develop and promote novel

physical, recreational and cognitive games for seniors, with a holistic focus

on recreation, wellbeing, socialization, and inter-generational collaboration.

AR1

AR2

AR3

AR4

AR5

Assess recreation impact. Promote multi-disciplinary studies on the impact of

physical and cognitive recreational activities for seniors.RR1

RR2Train for digital lifestyle. Create and deploy training programs and mechanisms

oriented to help senior citizens enter and explore new lifestyles in the digital age,

with particular attention to rural areas.

Promote studies in recreation. Promote studies on all aspects of ICT-

enabled/induced social innovation oriented to participatory involvement of elderly

in recreational, cultural and social life.

RR3

Vision facets

Actions

S1 -

Bro

ad

ba

nd

Inte

rnet

&M

ob

ile

co

mpu

ting

S2-S

ma

rt h

om

es

&

Inte

rne

t o

f Th

ings

S3-M

ech

anis

ms

& t

oo

ls fo

r

safe

co

mm

un

icat

ions

S4-I

CT

sup

po

rtin

g

loca

liza

tio

n a

nd

mo

bilit

y

S5-P

rog

ress

on

se

nsi

ng

&

mo

nit

ori

ng

te

chn

olo

gies

,

con

text

aw

are

nes

s

S6-A

ssis

tive

se

rvic

es

for

da

ily

liv

ing

S7-S

tan

dar

diz

ati

on

an

d

inte

rop

erab

ility

S8-E

xp

eri

me

nts

on

com

pan

ion

ro

bot

s

L1-F

ast

pro

life

rati

on

of

too

ls d

iffi

cult

fo

r a

do

pti

on

L2-L

ack

mu

lti-

dis

cip

lin

ary

rese

arch

on

ass

isti

ve

tech

no

logi

es

L3-R

eas

on

ing

an

d c

on

text

awar

en

ess

sys

tem

s to

o

com

ple

x

L4-S

erv

ice

, co

mp

anio

n,

and

car

e-t

akin

g r

ob

ots

sti

ll

lim

ite

d

L5-W

elf

are

str

uc

ture

s n

ot

pre

par

ed

for

incr

ease

of

life

ex

pe

cta

nce

L6-D

iffi

cult

y in

inte

grat

ion

of

sec

uri

ty &

pri

vac

y

me

ch

anis

ms

L7-L

imit

ed

ad

opt

ion

of I

CT

for

co

llab

ora

tive

car

e

com

mu

nit

ies

L8-F

rag

me

nta

tio

n o

f

assi

stiv

e s

erv

ice

s

L9-U

nkn

ow

n i

mp

acts

an

d

succ

ess

/acc

ep

tan

ce o

f ne

w

solu

tio

ns

L10

-Li

mit

. me

chan

ism

s to

pro

mo

te li

fe-l

on

g le

arn

ing

FEA

SIB

ILIT

Y

AI1

Monitor Well-

Being

Moderate

AI2

Extend capabilities

Moderate

AI3

Build supportive

environments

Hard

AI4

Establish

collaborative

environments

Hard

AI5

Assist mobility

Hard

AI6

Align independent

and sustainable

living

Very Hard

RI1

Assess impacts

Very hard

RI2

Train for new

environments

Moderate

FEASIBILITY: Independent Living

S1

-B

roa

db

an

d

Inte

rne

t &

Mo

bile

com

pu

tin

g

S2

-M

ech

an

ism

s &

too

ls f

or

safe

com

mu

nic

ati

on

s

S3

-P

rog

ress

in

con

cep

tua

l m

od

els

of

Co

llab

ora

tiv

e

S4

-S

oci

al n

etw

ork

ing

an

d s

en

ior

ass

oci

ati

on

s

S5

-P

art

ial m

od

els

an

d

pro

toty

pe

s to

su

pp

ort

colla

bo

rati

on

S6

-G

en

eri

c (b

asi

c)

too

ls f

or

colla

bo

rati

on

S7

-M

erg

ing

mu

ltip

le

me

dia

ty

pe

s &

hy

bri

d

de

vic

es

& p

latf

orm

s

S8

-N

ew

cu

ltu

re a

nd

will

to

re

ma

in a

ctiv

e

S9

-G

row

ing

aw

are

ne

ss o

f si

lve

r

eco

no

my

, a

dv

oca

cy

S1

0-

Incr

ea

sed

aw

are

ne

ss o

f n

ee

d t

o

ke

ep

lin

ks

w/

form

er

L1-

Lack

re

fere

nce

mo

de

l fo

r a

ctiv

e

ag

ein

g

L2-

Lack

inte

gra

ted

IC

T

sup

po

rt f

or

colla

bo

rati

on

L3-

Litt

le a

tte

nti

on

to

act

ive

ag

ein

g (

wo

rk)

L4-

Fa

st p

rolif

era

tio

n

of

too

ls d

iffi

cult

fo

r

ad

op

tio

n

L5-

Te

chn

o-c

en

tric

IC

T

rese

arc

h –

no

att

en

tio

n t

o

soci

o-

L6-

Lim

ite

d l

ife

-lo

ng

lea

rnin

g &

tra

nsi

tio

n

pre

pa

rati

on

L7-

Se

nio

r a

sso

cia

tio

ns

–n

ew

ghetto

, lit

tle

bro

ke

rag

e

L8-

Lack

of

po

licie

s &

reg

ula

tio

ns

for

sen

ior

inv

olv

em

en

t

L9-

Litt

le u

se o

f a

dv

.

colla

bo

rati

on

to

ols

by

sen

ior

ass

oci

ati

on

s

L10

-D

iscr

imin

ati

on

ag

ain

st o

lde

r w

ork

ers

,

vie

w t

he

m a

s b

urd

en

FEA

SIB

ILIT

Y

AO1 - Build

collaboration

platforms and

systems

Moderate

AO2 - Generate

adaptive

solutions and

services

Hard

AO3

Leverage legacy

Moderate

AO4 - Create a

model

framework

Hard

AO5 - Create

trusted

knowledge

network

Moderate

AO6 - Join online

and offline

collaboration

Moderate

RO1 - Improve

working practices

Very hard

RO2 - Enhance

policy and

legislation

Very hard

RO3 - Guide

career transition

Hard

FEASIBILITY: Occupation in Life

PRELIMINARY VERIFICATION: FEASIBILITY


environments

S1

-B

roa

db

an

d I

nte

rne

t

&M

ob

ile c

om

pu

tin

g

S2

-M

ech

an

ism

s &

to

ols

for

safe

com

mu

nic

ati

on

s

S3

-S

en

sin

g &

mo

nit

ori

ng

tech

no

log

ies

S4

-C

on

ve

rge

nce

be

twe

en

bio

log

y a

nd

ICT

S5

-A

dv

an

ces

in t

ele

-

me

dic

ine

& c

hro

nic

dis

ea

ses

mo

nit

ori

ng

S6

-E

xpe

rim

en

ts

ori

en

ted

to

pre

ve

nt/

com

pe

nsa

te

S7

-N

ew

pla

ye

rs

sta

rtin

g t

o o

ffe

r

tele

me

dic

ine

se

rvic

es

S8

-H

ea

lth

care

de

cen

tra

liza

tio

n a

nd

pe

rso

na

lize

d c

are

S9

-S

ma

rt h

om

es

&

Inte

rne

t o

f T

hin

gs

L1-

Insu

ffic

ien

t re

sea

rch

on

ass

isti

ve

& a

da

pti

ve

tech

no

log

ies

L2-

Insu

ffic

ien

t

de

ve

lop

me

nts

in

tele

me

dic

ine

L3-

Hu

ge

ch

alle

ng

es

in

rob

ots

re

pla

cem

en

t fo

r

hu

ma

n c

are

L4-

Dif

ficu

lty

in

inte

gra

tio

n o

f se

curi

ty

& p

riv

acy

me

cha

nis

ms

L5-

Lack

of

leg

al

fra

me

wo

rk f

or

pri

va

cy

liab

ility

an

d h

an

dlin

g o

f

L6-

Lim

ite

d k

no

wle

dg

e

on

th

e a

cce

pta

nce

fact

ors

an

d im

pa

ct

L7-

Lack

co

mp

reh

en

-

siv

eu

nd

ers

tan

din

g o

f

inv

olv

ed

eth

ica

l is

sue

s

L8-

Lack

of

ho

listi

c

mo

de

ls o

n c

hro

nic

dis

ea

ses

ma

na

ge

me

nt

L9-

We

lfa

re s

tru

ctu

res

no

t p

rep

are

d f

or

incr

ea

se o

f li

fe

exp

ect

an

ce

L10

-Li

mit

ed

use

of

colla

bo

rati

ve

ap

pro

ach

es

FEA

SIB

ILIT

Y

AH1 - Develop health

monitoring systems

Moderate

AH2 - Establish safe

infrastructure

Hard

AH3 - Design

integrated assistive

services

Hard

AH4 - Develop

interventions

Hard

AH5 - Establish

healthcare ecosystem

Very Hard

AH6 - Introduce

innovative

therapeutic

approaches

Very Hard

RH1 - Develop

regulatory

framework

Hard

RH2 - Establish

organizational and

business models

Moderate

RH3 - Raise ICT

awareness and skills

in health and care

Moderate

FEASIBILITY: Healthy Living

career transition

S1

-B

roa

db

an

d I

nte

rne

t

&M

ob

ile c

om

pu

tin

g

S2

-D

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s &

se

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use

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ace

s

S3

-M

ech

an

ism

s &

to

ols

for

safe

co

mm

un

ica

tio

ns

S4

-S

oci

al n

etw

ork

ing

an

d

sen

ior

ass

oci

ati

on

s

S5

-D

ev

elo

pm

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ts in

IC

T

an

d T

ran

spo

rta

tio

n

S6

-M

erg

ing

mu

ltip

le

me

dia

ty

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s &

hy

bri

d

de

vic

es

& p

latf

orm

s

S7

-E

arl

y d

ev

elo

pm

en

ts o

n

ga

me

s fo

r se

nio

rs

L1-

Lack

of

op

en

&

sca

lab

le r

ecr

ea

tio

na

l

pla

tfo

rms

L2-

Co

mp

lexi

ty i

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ser

inte

rfa

ces

/ m

an

y d

ev

ice

s

L3-

Fa

st p

rolif

era

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f

too

ls d

iffi

cult

fo

r a

do

pti

on

L4-

Ve

ry li

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ed

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ge

ne

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on

al i

nte

ract

ion

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Te

chn

o-c

en

tric

IC

T

rese

arc

h –

no

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en

tio

n t

o

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o-t

ech

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al

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Lim

ite

d m

ech

an

ism

s

an

d t

oo

ls f

or

recr

ea

tio

na

l

form

s

L7-

Se

nio

r a

sso

cia

tio

ns

–

ne

w ghetto

, lit

tle

pa

rtic

ipa

tio

n

L8-

Lack

un

de

rsta

nd

ing

of

role

, p

ote

nti

al

&

limit

ati

on

s o

f IC

T

L9-

Litt

le u

se o

f a

dv

an

ced

Re

cre

ati

on

al s

yst

em

s

L10

-La

ck t

rain

ing

su

pp

ort

for

ad

op

tio

n o

f fa

st

de

ve

lop

ing

te

chn

.s

FE

AS

IBIL

ITY

AR1 - Build

recreational

platforms,

solutions and

services

Hard

AR2 - Build novel

interfaces

Moderate

AR3 - Find new

recreational

channels

Hard

AR4 - Build

participatory

communities

Moderate

AR5 - Create and

promote gaming

Hard

RR1 - Assess

recreation

impact

Hard

RR2 - Train for

digital lifestyle

Hard

RR3 - Promote

studies in

recreation

Moderate

FEASIBILITY: Recreation in Life

VALIDATION WORKSHOPS

Barcelona11 Feb 2011

Pordenone8 Apr2011

Group discussionArgumentationAmendment


Summarizing conclusions

Voting

0,00%

5,00%

10,00%

15,00%

20,00%

25,00%

30,00%

Independent Living

5,00%

10,00%

15,00%

20,00%

Occupation in Life

FEEDBACK: Prioritization of actions


0,00%

AI1 AI2 AI3 AI4 AI5 AI6 RI1 RI2

0,00%

5,00%

10,00%

15,00%

20,00%

25,00%

AH1 AH2 AH3 AH4 AH5 AH6 RH1 RH2 RH3

Healthy Living

0,00%

AO1 AO2 AO3 AO4 AO5 AO6 RO1 RO2 RO3

0,00%

5,00%

10,00%

15,00%

20,00%

25,00%

30,00%

AR1 AR2 AR3 AR4 AR5 RR1 RR2 RR3

Recreation in Life

Establish

collaborative

environmentsExtend

capabilities

Monitor

well-being

Assist

mobility

Build

supportive

environments

Align

independent

and

sustainable

living

Assess

impacts

Training for new

environments

Establish

collaborative

environmentsExtend

capabilities

Monitor

well-being

Assist

mobility

Build

supportive

environments

Align

independent

and

sustainable

living

Assess

impacts

Training for new

environments

Build

collaboration

platforms and

systems

Leverage

legacy

Create a

model

framework

Generate

adaptive

solutions

and

services

Create

trusted

knowledge

network

Join online

and offline

collaboration

Improve

working

practices

Guide

career

transition

Enhance

policy and

legislation

Build

collaboration

platforms and

systems

Leverage

legacy

Create a

model

framework

Generate

adaptive

solutions

and

services

Create

trusted

knowledge

network

Join online

and offline

collaboration

Improve

working

practices

Guide

career

transition

Enhance

policy and

legislation

PRIORITIZATION OF ACTIONS

Independent LivingOccupation in Life


Establish

healthcare

ecosystem

Establish

safe

infrastructure

Develop

intervention

toolsDesign

integrated

assistive

services

Develop

health

monitoring

systems

Support

home-based

interventions

Raise

awareness on

healthy living

Develop

regulatory

framework

Establish

organizational

and business

models

Establish

healthcare

ecosystem

Establish

safe

infrastructure

Develop

intervention

toolsDesign

integrated

assistive

services

Develop

health

monitoring

systems

Support

home-based

interventions

Raise

awareness on

healthy living

Develop

regulatory

framework

Establish

organizational

and business

models

Health and Care in Life Recreation in Life

Build

participatory

communities

Build

novel

interfaces

Find new

recreational

channels

Build

recreational

platforms,

solutions and

services

Create &

promote

gaming

Assess

recreation

impact

Train for

digital

lifestyle

Promote

studies in

recreation

Build

participatory

communities

Build

novel

interfaces

Find new

recreational

channels

Build

recreational

platforms,

solutions and

services

Create &

promote

gaming

Assess

recreation

impact

Train for

digital

lifestyle

Promote

studies in

recreation

Independent LivingIndependent Living

Establish Assist

Monitor well-being

Build

supportive

environments

Align

independent &

sustainable living

Assess

impacts

Elicit needs

of focus

groups

Build supportive Align

Policy-related actions

CONSOLIDATED PLAN


Establish

collaborative

environments

Extend

capabilities

Assist

mobilitywell-being

Build supportive

environments

Prevention &

companionship

tools & services

Intervention

services

Monitor

well-being

Home-centered

intelligent

sensor networkEstablish collaborative

environments

Composition &

delivery of collabor.

care services

Manage formal

care networks

Management of

informal care

communities

Align

independent &

sustainable living

Human-centered

sensor network

systems

Assist mobility

Orientation in

complex

environments

Trip planning,

navigation,

transportation&

localization

Driving and

parking

assistanceExtend capabilities

Tools & services to

compensate cognitive

capabilities

Personal

assistance in daily

activities

Automation

systems &

assistive robots

Health and Care in LifeHealth and Care in Life

Design

integrated

Develop health

Develop

intervention

tools

Introduce ICT

based innovative

therapeutic

approachesDevelop

intervention tools Introduce ICT

Develop

regulatory

framework

Establish

organizational

and business

models

Raise ICT

awareness &

skills in health

and care


CONSOLIDATED PLAN


Establish

healthcare

ecosystem

Establish safe

infrastructure

integrated

assistive services

health monitoring

systems

intervention tools

Intelligent tools

& systems for

rehabilitation &

compensation

Intelligent tools

and systems for

healthcare and

assistance

Establish healthcare

ecosystem

Auditing and

regulatory support

functionalities

Management

of healthcare

ecosystem

Healthcare assets

management &

novel services

Introduce ICT

based innovative

therapeutic

approaches

Develop health

monitoring systems

Context aware

intelligent diagnosis

functionalities

Home-based

health condition

monitoring

Wearable,

portable and

implantable multi-

sensor systems

Establish safe

infrastructure

Identification,

authentication &

auditing

functionalities

Safe & adaptable

technological

communication

infrastructures

Design integrated

assistive services

Multi-stakeholders

based services for

emergency

conditions

Integrated

services for the

health caring and

intervention

Occupationin life

Occupationin life

Leverage

Create a

model

Create trusted

knowledge

network

Weave online

and offline

collaboration

Guide

career

transition

Improve

working

practices

Enhance

policy and

legislation

Create trusted

Weave online and

offline collaboration


CONSOLIDATED PLAN


Build collabor.

platforms &

systems

Create adaptive

solutions and

services

Leverage

legacy

model

framework

Create trusted

knowledge network

Knowledge

network

management

Collective

problem solving

methods & tools

Create a model

framework

Behavior and

value system

modeling

Build collaboration

platforms & systems

Managing

networks of senior

professionals

Marketing &

brokerage

support tools

Trust building &

risk management

Affections /

emotions

management

Create adaptive

solutions and services

Self-adaptive

interface systems

Self-customizable

collaboration

environment

Conceptual Models

for online and

offline collab.

Tools to support

seamlessly

weaved

collaboration

Data-mining

/machine learning

for behavioral

patterns

Leverage legacy

Mechanisms for

inter-generational

inheritance

Reward

mechanisms

Models of talents

& user-centered

knowl. acquisition

Recreation in LifeRecreation in Life

Build Build recreational

Create and

promote

gaming

Build novel interfaces

Find new

recreational

channelsFind new

recreational channels

Assess

recreation

impact

Promote

studies in

recreation

Train for

digital

lifestyle


CONSOLIDATED PLAN


Build

participatory

communities

Build recreational

platforms,

solutions & services

gaminginterfacesrecreational channels

Recreation services

in outdoor &

intelligent urban

environments

New recreational

forms exploring

remote & immersive

participation

Build participatory

communitiesMethods & tools

to foster inter-

generational

interactions

Management

of recreational

participatory

communities

Tools & services

supporting

community

participation

Build novel interfaces

Pervasiveness and

integration of multi-

modal interfaces

Augmented reality

& remote presence

interfaces

Affective

computing

interfaces

Build recreational

platforms, solutions

and services

Recreational services

focused on the

specific need of

seniors

Open recreational

platform

Create and

promote gaming

Community-

oriented games

Self-adaptive novel

“serious” games

2013 2016 2019 2021

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

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Pilot

Take-up

R&D

AH2.3 Design and develop context aware

intel l igent diagnosis functionalities

AH3 Establish safe infrastructure

AH3.1 Design and develop safe and adaptable

AH1.3 Develop auditing and regulatory

support functionalities.

AH2 Develop health monitoring systems

AH2.1 Develop and integrate home-based

health condition monitoring systems.

AH2.2 Develop wearable, portable and

implantable multi-sensor systems

AH1 Establish healthcare ecosystem

AH1.1 Plan, organize and support

management of the healthcare ecosystem.

AH1.2 Develop functionalities for healthcare

assets management and emergence of novel

services.

2013 2016 2019 2021

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

AI1 Establish collaborative environments

AI2 Extend capabilities

AI2.1 – Development of intel ligent tools and

services for personal assistance in daily

activities.

AI2.2 - Development of automation systems

and assistive robots.

AI2.3 – Investigate, develop and integrate

intell igent tools and services to compensate

diminishing cognitive capacities.

AI3 Assist mobility

AI3.1 – Integrate and customize methods,

AI1.1 – Plan, organize and support

management of formal care networks.

AI1.2 - Plan, organize and support informal

care networks.

AI1.3 - Design and develop tools for

composition of col laborative care services.

Ind

ep

en

den

t L

ivin

g

Healt

h a

nd

Care

in

Lif

e

BRAID: SCEHDULE OF ACTIONS


Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

RH3 Establish organizational and business

models

RH2 Develop regulatory framework

AH5.2 Develop intel l igent tools and systems

for rehabil i tation and disabi l i ty

compensation

AH6 Introduce ICT based innovative

therapeutic approaches

RH1 Raise ICT awareness and skills in health

and care

AH4.1 Develop integrated services for the

health caring and intervention

AH4.2 Dynamic configuration of multi -

stakeholders based services in response to

emergency conditions

AH5 Develop intervention tools

AH5.1 Develop intel l igent tools and systems

for healthcare and assistance

AH3.1 Design and develop safe and adaptable

technological communication infrastructures

AH3.2 Design and develop identification,

authentication and auditing functional ities

AH4 Design integrated assistive services

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

RI2 Elicit needs of focus groups

AI3.2 – Develop and customize driving and

parking assistance.

AI3.3 – Integrate and customize methods,

tools and services for orientation in “complex

environments”.

AI4.1 – Design, develop and integrate home-

centered intel ligent sensor network

environments.

AI4.2 – Design, develop and integrate human-

centered intel ligent sensor network systems

development.

AI5.1 – Design and development of prevention

and companionship tools and services.

AI5 Build supportive environments

AI6 Align independent and sustainable living

RI1 Assess impacts

AI5.2 – Design and development of

intervention services.

tools and services for trip planning,

navigation and local ization.

AI4 Monitor well-being

BRAID: SCEHDULE OF ACTIONS

2013 2016 2019 2021

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

AO1.4 - Develop affections / emotions

management systems for communities of

senior professionals.

AO2 Leverage legacy

AO2.1 – Define conceptual models of talents

and develop user-centred knowledge

acquisition tools.

AO2.2 - Create reward mechanisms (system of

incentives) to attract user-generated

knowledge.

AO2.3 – Mechanisms to promote inter-

generational inheritance.

AO1 Build collaboration platforms and systems

AO1.1 - Develop advanced functionalities and

systems for management of networks of

senior professionals

AO1.2 – Develop marketing and brokerage

support tools for communities of senior

professionals.

AO1.3 - Develop trust bui lding and risk

management systems for communities of

senior professionals.

2013 2016 2019 2021

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Trial

Take-up

R&D

Trial

Take-up

R&D

Trial

Take-up

AR2.3 Develop methods to promote

pervasiveness and integration of multi-modal

interfaces.

AR3 Build recreational platforms, solutions

AR1.3 Develop methods and tools to foster

inter-generational interactions on a

community basis.

AR2 Build novel interfaces

AR2.1 Explore augmented reality and remote

presence interfaces.

AR2.2 Develop affective computing interfaces.

AR1 Build participatory communities

AR1.1 Plan, organize and support

management of recreational participatory

communities.

AR1.2 Develop tools and services supporting

community participation.

Recre

ati

on

in

Lif

e

Occu

pati

on

in

Lif

e


Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Trial

Take-up

R&D

Trial

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

RO2 Improve working practices

AO6.1 - Develop conceptual models for online

and offl ine collaboration.

AO6.2 - Develop tools to support seamlessly

weaved online/offl ine collaboration.

RO1 Guide career transition

AO5 Create trusted knowledge networks

AO5.1 – Develop effective knowledge network

management systems.

AO5.2 – Develop collective problem solving

methods and tools.

AO6 Weave online and offline collaboration

AO4 Create a model framework

AO4.1 – Develop a conceptual base for

behavioural and value system modelling.

AO4.2 - Develop data-mining / machine

learning approaches for behavioural patterns

discovery.

AO3 Create adaptive solutions and services

AO3.1 - Develop self-adaptive interface

systems.

AO3.2 - Develop self-customizable

collaboration environments and services.

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

R&D

Pilot

Take-up

AR5.2 Design and develop community-

oriented games

RR1 Train for digital lifestyle

RR2 Assess recreation impact

RR3 Promote studies in recreation

AR4 Find new recreational channels

AR4.1 Design and develop new recreational

forms exploring remote and immersive

participation.

AR4.2 Novel technology assisted recreation

services in outdoor and intelligent urban

environments.

AR5 Create and promote gaming

AR5.1 Design and develop self-adaptive novel

“serious” games

AR3 Build recreational platforms, solutions

and services

AR3.1 Design and develop an open

recreational platform.

AR3.2 Customize and integrate recreational

services focused on the specific need of

seniors.

Active Aging with Collaborative Networks, L. M. Camarinha-Matos, H. Afsarmanesh, IEEE Technology and Society Magazine, Vol. 30, Nº 4, Winter 2011, pp 12-25.

Collaborative networks in active ageing – a roadmap contribution to demographic sustainability, L. M. Camarinha-Matos, H. Afsarmanesh, Production Planning & Control, Vol. 23, No 4, April 2012, 279–298.


Technological research plan for active ageing, H. Afsarmanesh, S. S. Msanjila, L. M. Camarinha-Matos, to appear in Information Systems Frontiers. Available online: 18 Feb 2011.

Collaborative Ecosystems in Ageing Support, L. M. Camarinha-Matos, H. Afsarmanesh, Proceedings of PRO-VE’11, 17-19 Oct 2011, S. Paulo, Brazil, Adaptation and Value Creating Collaborative Networks, IFIP AICT Series 362/2011, Springer, pp. 177-188.

Documents

SCIENTIFIC RESEARCH METHODOLOGIES AND TECHNIQUES Unit 13: ROADMAPPING … · 2012-09-25 · SCIENTIFIC RESEARCH METHODOLOGIES AND TECHNIQUES Unit 13: ROADMAPPING ©L. M. Camarinha-Matos,