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1 © Eric Yu 2001 Strategic Actor Relationships Strategic Actor Relationships Modelling with Modelling with i* i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

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Page 1: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

1 © Eric Yu 2001

Strategic Actor Relationships Strategic Actor Relationships

Modelling with Modelling with i*i*

Eric YuUniversity of Toronto

December 13-14, 2001IRST, Trento, Italy

Page 2: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

2 © Eric Yu 2001

Agenda Session 1 – Introduction

December 13, 14:30-16:30

• Background and Motivations• Basic concepts

– The Strategic Dependency Model– The Strategic Rationale Model

• More Examples– Software process modelling– Software architecture– Business redesign

• Homework

Page 3: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

3 © Eric Yu 2001

Agenda Session 2 – Workshop

December 14, 14:30-16:30

• Example– Intellectual Property Management

• Discussions of Exercises

References– http://www.cs.toronto.edu/km/istar– http://www.cs.toronto.edu/km/OME– http://www.fis.utoronto.ca/~yu

Page 4: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

4 © Eric Yu 2001

Agent-Oriented Software Engineering: A Requirements Engineering Perspective

Eric YuUniversity of TorontoSeptember 2001

IRST Seminar

Page 5: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

5 © Eric Yu 2001

Agent-Oriented Software

•Situated sense the environment and perform actions that change the

environment

•Autonomous have control over their own actions and internal states can act without direct intervention from humans

•Flexible responsive to changes in environment, goal-oriented, opportunistic,

take initiatives

•Social interact with other artificial agents and humans to complete their

tasks and help others

Jennings, Sycara, Wooldridge (1998) A Roadmap of Agent Research & Development. Autonomous Agents & Multi-Agent Systems journal.

Page 6: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

6 © Eric Yu 2001

But why Agent Orientation?

•The “world” (application environment) has become more distributed, autonomous, networked… I.e. the agent properties are being found in the world. E.g. E-commerce, e-health, e-learning, groupwork, kn mgt

•Question is: how to make the software systems meet these desired properties (in the world)

•That’s the job of RE (and SE). But previously, no way of expressing these properties. RE languages need to be social, intentional. Most AOSE methodologies focus the system, not on

relationship to the world

Page 7: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

7 © Eric Yu 2001

Requirements Engineering

• relationship between system and environment. Bubenko (1980), Greenspan (1982), Jackson (1983)…

•Traditional focus: consistency, completeness, … e.g., “Three Dimensions of RE” Pohl (1993)

• informal -> formal (representation)• opaque -> complete (specification)• personal view -> common view (agreement)

Suitable for a more stable, non-distributed world

•Recent: goals, scenarios, agents See overview in van Lamsweerde (ICSE 2000)

Page 8: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

8 © Eric Yu 2001

Ontologies for Modelling

• Static Ontologies

• Dynamic Ontologies

• Intentional OntologiesIntentional Ontologies

• Social OntologiesSocial Ontologies

[J. Mylopoulos CAiSE 97 Keynote]

• Most current conceptions and models of information systems are based on static and dynamic ontologies.• business process models• workflow models• enterprise models• … UML

Page 9: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

9 © Eric Yu 2001

A typical process model

… but we need deeper understanding!

Automobile insurance claims example

Page 10: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

10 © Eric Yu 2001

… a deeper understanding about processes

• Car owner wants car to be repaired• Insurance company wants to minimize

claims payout• Car owner wants fair appraisal of repairs• Insurance agent wants to maintain good

customer relations

Page 11: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

11 © Eric Yu 2001

Modelling Strategic Actor Relationships and Rationales

- the i* modelling framework

• – have goals, beliefs, abilities, commitments– depend on each other for goals to be

achieved, tasks to be performed, resources to be furnished

– are semi-autonomous -- not fully knowable / controllable

Page 12: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

12 © Eric Yu 2001

Strategic Dependency Relationship

Actor A

I want …

Actor B

I can …

D DCar Be Repaired

Page 13: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

13 © Eric Yu 2001

i* objectives, premises, key concepts

• Actors are semi-autonomous, partially knowable

• Strategic actors, intentional dependencies

• have choice, reasons about alternate means to ends

means-endsalternatives

D D

wants andabilities

Page 14: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

14 © Eric Yu 2001

i* modeling

1. explicit intentionality goals

2. implicit intentionality agents

functionaldecomposition

means-endsalternatives

wants andabilities

inputsoutputs

D D

Page 15: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

15 © Eric Yu 2001

Page 16: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

16 © Eric Yu 2001

Page 17: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

17 © Eric Yu 2001

Page 18: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

18 © Eric Yu 2001

Page 19: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

19 © Eric Yu 2001

Page 20: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

20 © Eric Yu 2001

Development-World model refers to and reasons about…

Operational-World models

Alt-1 Alt-2 To-beAs-is

Strategic Rationale ModelStrategic Rationale Model

Strategic Dependency ModelsStrategic Dependency Models

Page 21: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

21 © Eric Yu 2001

Page 22: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

22 © Eric Yu 2001

Page 23: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

23 © Eric Yu 2001

Page 24: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

24 © Eric Yu 2001

Softgoal Operationalizations: Contribution Relationship

Side-effects to softgoals: Correlation Relationship

Page 25: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

25 © Eric Yu 2001

Analysis and Design Support

• opportunities and vulnerabilities– ability, workability, viability, believability– insurance, assurance, enforceability – node and loop analysis

• design issues– raising, evaluating, justifying, settling– based on qualitative reasoning

[Chung Nixon Yu Mylopoulos (2000) Non-Functional Requirements in Software Engineering. Kluwer Academic Publishers.]

Page 26: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

26 © Eric Yu 2001

Sample i* representation for an actor (in

Telos) TELL Class Physician IN PositionClass ISA ProfessionalPosition WITH

resDepends, committedTo fs: FeeForTreatment WITH dependee cm:ClaimsManager end

goalDepended, commitsTo td: $Treated(p.injury)$ WITH depender p:Patient end

taskDepends, committedTo tm: TakeMedication(p.med) WITH dependee p:Patient end

covers tp: TreatingPatient(p) bi: Billing(p.insurCo)

integrityConstraint correctClaimsManager: $cm=p.insurCo.claimsMgr$

end

Page 27: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

27 © Eric Yu 2001

The Strategic Rationale Model - a partial schema

Page 28: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

28 © Eric Yu 2001

Another Example:

Meeting Scheduler

From: E. Yu. Towards Modelling and Reasoning Support for Early-Phase Requirements Engineering    3rd IEEE Int. Symp. on Requirements Engineering (RE'97) Jan. 6-8, 1997, Washington D.C., USA. pp. 226-235.

Page 29: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

29 © Eric Yu 2001

“Strategic Dependency” Model

Meeting Scheduling Meeting Scheduling ExampleExample

[Yu RE97]

Page 30: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

30 © Eric Yu 2001

Revealing goals, finding alternatives• Ask “Why”, “How”, “How else”

Page 31: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

31 © Eric Yu 2001

Scheduling meeting …with meeting scheduler

Page 32: © Eric Yu 2001 1 Strategic Actor Relationships Modelling with i* Eric Yu University of Toronto December 13-14, 2001 IRST, Trento, Italy

32 © Eric Yu 2001

“Strategic Rationale” Model with Meeting Scheduler

• SR2