Proposal for an Organizational Structure Metamodel

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Proposal for an Organizational Structure Metamodel

• OSM Partners
• Burlingame, California
• January 31, 2005
• bei/2005-02-01

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OSM Partners

• Hendryx Associates (US)
• Stan Hendryx
• University of Lecce (IT)
• Angelo Corallo
• Maurizio De Tommasi
• Virginia Cisternino
• Unisys (US)
• Don Baisley
• Mila Polonsky

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Goals of our proposal

• Meet all OSM RFP requirements
• OSM as a Semantics of Business Vocabulary and
  Rules model
• Natural language organizational models
• Natural language organizational rules
• Logical formulation of semantics
• Interchangeable in MOF/XMI format

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Overview of the OSMP proposal

• Organizational entities and relationships
• Business Roles and Resources
• Authority and Duty
• Extensible attributes
• XML Schema
• Examples

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Organizational Entities and Relationships
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Organizational Entities

• organizational entity
• organization or organizational unit
• organization
• organizational entity that is an organized body
  of people with a particular purpose not part of
  another organizational entity the whole
  organization
• organizational unit
• organizational entity that is a proper part of an
  organizational entity
• A proper part is a part that is not the whole.

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parent-unit relationship

• partitive relationship
• parent-unit relationship is irreflexive
• parent-unit relationship is transitive
• mereological proper part of relationship
• represents a hierarchical organization
• represents a matrix organization
• up to 2n -1 organizational entities possible in
  an organization having n atomic organizational
  units
• each identical combination of atomic units is
  distinct

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group-member relationship

• group is always an organization
• member is any organizational entity
• group-member relation is not transitive
• represents combines of organizations
• federation
• team
• bridge club

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Business Roles and Resources
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Roles and Resources

• object
• stock or supply of money, material, staff, or
  documents
• subtypes are not disjoint each object is
• phenomenon
• object that is perceptible what the senses or
  the mind notice
• physical, corporeal aspect of an object
• can be a person, material amount, document, money
  amount, or equipment
• business role player
• object that is serving in a situation role of an
  organizational entity or business process
• role the object plays an object may play many
  roles simultaneously
• sign
• object whose presence or occurrence indicates to
  some person the probable presence or occurrence
  of something else
• what the object symbolizes to others

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Users and Situations

• user
• organizational entity or business process
• something that uses resources
• situation
• set of circumstances state of affairs
• represents a use for resources
• can be a position (for a person) or a requirement
  (for an object)
• role (from SBVR)
• function assumed or part played by a person or
  thing in a particular situation

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Matching Objects to Users

• user has situation
• situation has role
• person fills position
• object fills requirement

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Authority and Duty
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Roles and Responsibilities

• authority
• the power or right to give orders, make
  decisions, and enforce obedience
• duty
• a task or action that someone is required to
  perform
• coordination role
• role that involves the exercise of authority
• operational role
• role that involves the performance of a duty

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Source of Authority and Duty

• charter
• written grant by the sovereign or legislative
  power of an organizational entity by which an
  organizational unit is created or its rights and
  privileges defined
• written constitution or description of an
  organization's functions and prerogatives
• user has charter

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Extensible Attributes
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MOF/XMI XML Schema

• MOF Representation of the OSM is based on that of
  SBVR
• lt?xml version"1.0" encoding"utf-8" ?gt
• ltxsdschema xmlnsxmi"http//www.omg.org/XMI"
  xmlnsesbvr"EssentialSBVR" xmlns"OSM"
  attributeFormDefault"unqualified"
  elementFormDefault"qualified" targetNamespace"OS
  M" xmlnsxsd"http//www.w3.org/2001/XMLSchema"gt
•   ltxsdimport schemaLocation"EssentialSBVR.xsd"
  namespace"EssentialSBVR" /gt
• ltxsdcomplexType name"is-organizational-entity"
  gt
• ltxsdcomplexContent mixed"false"gt
• ltxsdextension base"esbvrInstantiation"gt
• ltxsdchoice minOccurs"0" maxOccurs"unbounded"gt
  
•   ltxsdelement name"organizational-entity"
  type"esbvrReferent" /gt
•   lt/xsdchoicegt
•   ltxsdattribute name"organizational-entity"
  type"xsdIDREF" use"optional" /gt
•   lt/xsdextensiongt
•   lt/xsdcomplexContentgt
•   lt/xsdcomplexTypegt
•   ltxsdelement name"is-organizational-entity"
  type"is-organizational-entity" /gt
• ltxsdcomplexType name"is-organizational-unit"gt
• ltxsdcomplexContent mixed"false"gt
• ltxsdextension base"esbvrInstantiation"gt

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Examples

• Built on EU-Rent example from SBVR
• branch
• organizational unit that has rental
  responsibility
• To be completed for the revised sumission