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Towards an account for dealing with Document Act in DEMO Method

16 th CIAO! Doctoral Consortium, Funchal , Madeira, Portugal. Towards an account for dealing with Document Act in DEMO Method. Kátia Coelho 1 , David Aveiro 2 (Co-Supervisor), Maurício Almeida 1 (Supervisor)

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Towards an account for dealing with Document Act in DEMO Method

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  1. 16thCIAO! DoctoralConsortium, Funchal, Madeira, Portugal Towards an account for dealing with Document Act in DEMO Method Kátia Coelho1, David Aveiro2 (Co-Supervisor), Maurício Almeida1 (Supervisor) 1 School of Information Science, Federal University of Minas Gerais, Brazil. 2Exact Sciences and Engineering Centre, University of Madeira, Portugal

  2. About me Kátia C. Coelho PhD Candidate in Information Science atSchoolofInformation Science - Federal Universityof Minas Gerais, Brazil Job and research: at Foundation Center of Hematology and Blood Transfusion of Minas Gerais, Brazil - Hemominas Foundation

  3. Agenda • Introduction • Problem & Motivation • Objectives • Methodology • Final remarks • Next steps

  4. Introduction Scope: Enterprise Ontology The context: DEMO Method • it aims to develop models for construction and operation of organizations • it independent of the actual implementation, by focusing on the communication patterns between human actors • communication between human actors is a necessary basis for a theory of organizations

  5. Introduction Document Act Theory • it is an extension of the speech acts theory; • it does justice to how documents can be used to cause a variety of effects. Speech is evanescent, documents endure through time; • documents can be more than just reports, they can add something to reality; • they also have social and institutional powers (legal, ethical), named deontic powers; • documents can be preserved so that they can be inspected and modified in successive points in time and grouped into complexes lasting documents.

  6. Introduction Institutional systems to which documents belong in areas • marriage • law • government • commerce • credentialing • identification • as well as real estate property titling systems • credit reporting systems • credit card payment systems • taxation systems • and so on Different sorts of things we can do (achieve, effect, realize) with a document • create an organization • record the deliberations of a committee • initiate a legal action • release funds • confirm flight readiness Smith, 2012

  7. Introduction How to do things with words (speech act theory) How to do things with documents (document act theory) • We represent how things are: record, report, description, assertion … • We try to get people to do things: request, order, command … • We commit ourselves to doing things:promise, agreement, … • We bring about changes in the world through utterances declaring, baptizing, marrying, promoting, hiring, testifying … • We represent how things are: map, chemical diagram, x-ray image, … • We try to get people to do things: blueprint, wiring diagram, training manual… • We commit ourselves to doing things contract, planning agreement, flow chart… • We bring about changes in the world through document acts official stamp, serial number, seal, signature, … Smith, 2012

  8. Introduction • Documents plays an essential role in many social interactions and can unite people, groups or nations in a lasting way • Different sorts of things we can do to a document... • fill it • sign it • stamp it • inspect it • copy it • file it

  9. Problem & Motivation DEMO Method lacks the notion of document as a physical entity. In DEMO, discusses the documental level of abstraction, i.e., it is associated with the human ability to accomplish: 1) coordination act - actors act according to was agreed previously; 2) ability to perform production act like: to store, to retrieve, to transmit, to copy (phrases or documents). Our account - we are dealing with what the human being can do with documents. Document is a physical entity that records some human actions named document acts. The present-day the term document keeps the sense of “instruction regarding an action with the aim of confirming a fact” [13]. The term document also acquires a deontic-normative connotation [13] (duties or obligations ) [13] We seek to answer our research problem about the possibility of connecting documents to the models based on DEMO, through the embodiment to documents acts theory.

  10. Objectives Main to check improvements in DEMO Method through the connection between the documental approach of DEMO Method with the principles of Documents Acts Theory and D-acts ontology Secondary To introduce a new set of best practices for the DEMO way of working

  11. Methodological proposal Design Science Methodology Artifact developed - Object Fact Diagram of the Document Act Ontological Model (D-ACTOM). Our model has been developed to be the bridge between DEMO Method and Document Act Theory. Our approach - Themodel was developed from the analysis those theories that underlies DEMO Method, Document Act Theory and D-ontology acts. We are investigating how we would correlate these theories in order to find out a merging of their foundations.. We are looking for possible improvements that could be added to DEMO Method, both in theoretical studies and in practical applications

  12. Methodological proposal Design Science Methodology … continuation Our approach follows a rigorous process in which we used theoretical foundations of philosophy, of information systems modeling and of DEMO method. As part of our methodological approach, we are applying our model into a real context (health area) in order to evaluate it.

  13. The scenario of application In the context of health area there are many documents acts. One example of this kind of document is the consent letter, a document that legally enables the process of blood drawing. This document is required in several countries for all people in the need of blood drawing as medical treatment for a diagnosed medical condition, including those ones with genetic predisposition to iron overloading (hereditary hemochromatosis, or HH). Thus, a consent letter is the specified input of a document act that represents the desire of any patient in consenting that their blood be drawn. In this context, the clerk (responsible for the blood drawing process) is the bearer of the document act template creator role. The blood-drawing patient is the bearer of the declaration performer role. The nurse is responsible for medical procedures that enabling the patient to draw blood, for instance, blood drawing from the patient’s arm. She is - the declaration target (see d-act ontology), since she becomes endowed with the right to perform the aforementioned procedures [10] and [15].

  14. The consent process Patient signs consent letter template bestows with certain rights and obligations Brochhausen, 2015

  15. Document act – from d-act ontology Types document document act rights/obligations has specified input has specified output Consent letter Ratification of consent to realize the blood draw Obligation to consent to drawing blood Instances Brochhausen, 2015

  16. document act socio-legal GDC right to draw blood is a is specified output of is a is specified output of has participant consent letter template # consent process # consent letter document # is a is a document Brochhausen, 2015

  17. generically dependent continuant specifically dependent continuant is a is a is concretized as right to draw blood # legal role # inheres in realizes Drawing blood# nurse # is a is a process independentcontinuant Brochhausen, 2015

  18. OFD - BFO perspective of D-act ontology SOCIO-LEGAL GDC [clerk x ] creates [blood drawing consent letter] DECLARATION DOCUMENT ACT TEMPLATE CREATOR ROLE blood drawing consent [rights/obligations] is a [socio-legal GDC] [document act template creator role] creates [document act template] [d-act] of [declaration] [document act template] registers [declaration] RIGHTS/OBLIGATIONS [blood drawing consent] of [blood drawing consent] [blood drawing consent letter] registers [blood drawing consent] DOCUMENT ACT TEMPLATE D-ACT [d-act] bestows [rights/obligations] [document act template] of [d-act] [blood drawing consent] authorizes [blood drawing] [blood drawing consent letter] of [blood drawing consent] DECLARATION TARGET DECLARATION PERFORMER ROLE [declaration target] carries out [d-act] [declaration performer role] performs [d-act] [nurse] carries out [blood drawing] [patient] performs [blood drawing consent]

  19. CA01 A01 blood drawing consent realization blood drawee T01 T03 blood drawing realizer blood drawing consent letter singing blood drawing management T02 CONSENT PATIENT [consent] of [patient] [blood drawing consent] of [patient #111] [blood drawing consent letter #235] was signed

  20. DOCUMENT KIND consent 1 - blood drawing consent TRANSACTION KIND [document] of [document kind] [d-act] of [transactionkind] 1 - [d-act] of [blood drawing consent] 1 – blood drawing consent letter 1 consent letter DOCUMENT 1 1 – generate 2 – hand- over 3 – fill 4 – sign D-ACT [d-act] affects [document] 1 - [d-act] affects [blood drawing consent letter] [documental process step] of [transaction kind] 1 – rq; 2 – pm; 3 – ex; 4 – st; 5 - ac D-ACT KIND 1 1 TRANSACTION STEP [documental process step] of [d-act] • A ORDER DOCUMENTAL PROCESS STEP 1 documental process step realizes d-act kind [documental process step] formalizes [transaction step] [document process step #24] formalizes [transaction step #1] [document process step#23] 1 realizes [d-act kind # 1] [document process step #26] formalizes [transaction step #3] [document process step #24] 2 realizes [d-act kind #2] [document process step #27] formalizes [transaction step #4] [document process step #25] 3 realizes [d-act kind#3] [document process step #26] 4 realizes [d-act kind #4] Blood drawing consent - 23-Generate, 24-Hand-over, 25-Fill, 26-sign, 27-hand-over [document process step #27] 5 realizes [d-act kind #2]

  21. The steps of the model development The essence of the D-act is the declaration entity whose facts are formalized in the (physical) document, whose purposes of the declaration will to last over time. TRANSACTION KIND class - represents transactions whose results are facts of the world.T01 - blood drawing consent realization D-ACT KIND class represents all kinds of actions at datalogical level.Theseactionsformalize a declaration type of TRANSACTION KIND class in D-ACT clas DOCUMENTAL PROCESS STEP class specifies each step, at datalogical level, needed for registering each declaration in D-ACT class. A certain d-act kind formalizes a certain transaction step. TRANSACTION STEP class specifies the steps required for each transaction from TRANSACTION KIND class.1 – rq (request); 2 – pm (promise); 3 – ex (execute); 4 – st (state) and 5 – ac (accept). T1 blood drawing consent realization and T02 - blood drawing consent letter signing. The instance 24 means, the request act is realized by one hand-over; the instance 26 means that the execute is realized by one sign; the instance 27 means, the state act is realized by one hand-over

  22. The steps of the model development… continuation DOCUMENTAL PROCESS STEP class implements the blood drawing consent transaction through these five steps, i.e. they are the realization of TRANSACTION KIND. DOCUMENT class refers to the population of documents .The documents in DOCUMENT class are a type of DOCUMENT KIND class. D-ACT class is the core of our approach. It represents a document act. The D-ACT class specifies all particular acts of a particular transaction. In D-ACT class one also can find: the history of a particular process; the historical of a particular;All history of a transaction; D-ACT class specifies all particular acts of a particular transaction. We can identify: 1) the result of a transaction 2) the document required for this declaration ; 3) all actions (D-ACT KIND), which must be realized at datalogical abstraction level (DOCUMENTAL PROCESS STEP), to formalize (to sign) the declaration and; 4) the coordination or production act used in each action (D-ACT KIND)

  23. Final remarks We argue - facts embodied in documents are formalizations of social acts including their rights and obligations required to fulfill commitments for the creation of any product or service. Document formalizes the creation of new social artifacts, assigning responsibilities - who produce it, who signs it, and so forth. Only documents are able to extend these commitments to the long term

  24. Next steps to… • develop our ontological model in order to keep the entire document lifecycle, since its creation up to its proper discard; • consolidate our theoretical and methodological bases; • apply our model in other circumstances for different types of declarations; • analyze and to identify the documents(acts) that are relevant in organizational domain; • apply our methodology in a real case; • analyze results; • presenteventual improvements on the theoretical frameworks and method.

  25. Thank you from: Scottish Intercollegiate Guidelines Network; www.sign.ac.uk Brochhausen, 2015

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