Plan Rationale / Business Process Reengineering

From: Austin Tate (bat@aiai.edinburgh.ac.uk)
Reply to: bat@aiai.edinburgh.ac.uk & iceimt@tools.org forum
Thu, 20 May 93 09:28:25 BST


Jintae, the message to EINET looked interesting and we seem to have very similar objectives. did you ever see our "triangle model of activity" posting to EINET? I attach it here as there sems to be new contacts on EINET.

We consider processes and subprocesses as having hierarchical decompositions, we can also specialise via instantiation of variables in the schemas we use. This gives us the "vertical" modeling dimension. Then we have authority, teleology and resources threading through processes in the horizontal direction. At Edinburgh we are advocates of strongly "typing" these where domain knowledge exists to ensure the flexibility on using the process in a wider context and maintaining authority, teleology and resource reservations is clearer. AS well as being an aid in plan (or process) generation and re-engineering, this information can greatly help in explananation, justification, operationalisation of a proces or plan, work-flow management, repair and the like.

I am hoping to post an old (1984) summary paper on plan intentions - which we call Goal Structure - to the EINET archives. This really summarises work done in 1976-7 in this area. Things have moved on a lot since then of course, but the background to what AI planning folk were doing could be relevant. Note that the 1976/7 work was on a UK science and engineering research council (SERC) grant involving the UK electricity generators which was titled "Planning: a joint AI/OR aproach". So it will not suprise those involved in the first enterprise integration conference that this work could be relevant. They identified a mix of AI planning related research and OR techniques aloongside large scale integration pilots as the way to move forward in enterprise integration technology.

------------ reposting of earlier EINET note --------------------------------

_____________________________________________________________________________

AI Plan Representation in O-Plan2 _____________________________________________________________________________

Prof. Austin Tate AI Applications Institute University of Edinburgh 80 South Bridge Edinburgh EH1 1HN United Kingdom

email A.Tate@ed.ac.uk

tel UK +31 650 2732 fax UK +31 650 6513

This note explains a little about the model of activity being used in systems like O-Plan2, PLANIT, OPTIMUM-AIV, etc. and now being promoted as one basis for our work in process modelling. We are very keen to ensure our work fits closely with systems engineering work in train elsewhere - hence the comparison and linkage of terminology to IDEF. Its just as easy to link to other SADM type modelling (such as CORE or HOOD).

O-Plan2 Task Formalism (TF) Triangle Model of Activity ------------------------------------------------------

The O-Plan2 team at Edinburgh are actively revising O-Plan2 Task Formalism (TF) and in particular are trying to simplify some of the notions and to relate them better to existing software engineering and systems engineering requirements capture and modelling languages and methods (like IDEF, CORE, HOOD, etc). We have as a core an action decomposition (tasks descriptions, plans, partial plans, action schemas and other operators or primitive activities all being in exactly the same form as before in TF).

This is reflected in our "triangle" model of an activity. The vertical dimension reflects action (or plan or task) decomposition, the horizontal dimension reflects time. Inputs and Outputs are split into three principal categories (authority, teleology and resources). Arbitrarily complex modelling is possible in all dimensions. "Types" are used to further differentiate the inputs and outputs and and their semantics.

activity ^ |
|
|
/ \ / \ authority / \ authority pre-conditions --> / activity \ --> post-conditions resources / decomposition \ resources / \ ----------------------- --- time --->

"Entry" to the model can be from any of the three points in the triangle model. From the top vertex to ask for action (or plan or task) decompositions, from the right to ask for actions (or plans or tasks) satisfying or providing the output requirement (a desired effect or "goal", a required resource, or a needed authority. These two sides are used mostly by our planners to date. The third side from the right can reflect triggering conditions for an action (or plan or task) and will be needed when improved independent processes are modelled as in our Excalibur system prototype.

The "intentions" or "rationale" behind the use of a particular activity in a process or plan can be related to the features of this triangle model. Normally causality or teleology via the pre-conditions/post-conditions has been used in AI planers for their plan rationale or Goal Structure (as we term it at Edinburgh). But in the richer model now in use in O-Plan2 for example, rationale in terms of resource usage or provision (e.g. this activity has been included in a plan only to provide a resource, its post-conditions may be a side efect for this PARTICULAR use). The same applies to authority provision.

Relationship to IDEF --------------------

Note that there is a direct mapping here to IDEF for example.

control |
|
v +---------------------+ | |
input ---> | decomposition | ---> output | |
+---------------------+ ^ |
|
mechanism

Where IDEF modellers usually use control for authority related triggers and mechanism to reflect resource availability. A criticism of IDEF if the lack of direct support for modelling the different types of output and their intended destination. Experience IDEF modellers use the arc labels, naming conventions and the "notes" system in an IDEF support "kit" to encode this information. The O-Plan2 TF triangle model more directly supports this and will allow better support tools. O-Plan2 TF typed conditions and typed resources are already employed to further differentiate inputs and outputs and how they may be legitimately manipulated in a plan. Further work is continuing on this and new work has now started on authority modelling along the same lines.



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